Regional Relationship Management – Public Sector and Institutions (Coast Region) at Equity Bank Kenya

Job Description

Job Purpose:

The purpose of the role is to build and manage rapport with Public Sector and Institutional clients in order to ensure optimum customer acquisition, retention, and income generation from sales of all appropriate Assets, liabilities, and other products of the Bank, relevant to the Public Sector and Institutions.

Key Responsibilities:

Management of ongoing relationships with existing Public Sector and Institutions partners and where relevant, leverage those relationships to create greater collective impact.
Managing Strategic partnership agreements within the Public and Institutions Sectors.
Provide timely and accurate reporting of pipelines, strategic partnerships, and customer relationship management activities.
Developing own strategy with clear action plans to ensure achievement of desired results.
Growth of the existing deposit book as per the set organizational targets through growth of current accounts/collection business as well as wholesale deposits from the Public and Institutions Sector.
New client onboarding through the development and maintenance of a pipeline of prospective clients within Public and Institutions Sector to ensure sustainable growth of the Portfolio.
Identify and address assigned customer needs, ensuring that the overall product or service provided is in line with customer expectations and the terms of the service offer.
Provide specialist information, guidance, and advice to customers through the delivery of excellent customer service to resolve customer queries and achieve customer satisfaction.
Prepare Customer sales coverage plans to ensure each relationship is managed according to the Equity Bank customer service charter with regular reviews of the customer portfolio to assess future needs and ongoing fee/income potential.
Identifying and developing new business proposals efficiently and expeditiously to ensure that potential new business opportunities are not lost to competitors.
Ensure adherence of all bank’s prescribed processes, standard operating procedures, and central bank requirements.
Ensure great working relationship with team members for overall achievement of departmental goals
Ensure that all new businesses are in line with AML/KYC and CTF laws and regulations and customer information is regularly updated.
Role Model the Brand and Corporate Values of the Bank both internally and externally.
Works as part of a team for the purpose of winning together.
Any other role as assigned by the line manager.

Qualifications

Qualifications and Experience

Bachelor’s degree in Commerce or Business related field.
Minimum of 5 years working in the Banking Industry; with relevant experience in Customer Relationship Management, product knowledge and risk management within the Public and Institutions Sector (Both National and County Governments)
Sound knowledge of the Banking Act and the regulatory framework in the Financial Services Industry
Sound knowledge of the Public Finance Management Act 2012

Key skills and competencies

Able to apply financial knowledge and skills to achieve business goals
Able to identify and minimize potential and inherent risks in banking
Communicates effectively and is able to explain complex Business issues
Track record of motivating, managing and developing individuals and teams to achieve results
Proficient in the use of Banking and office management systems
Goal focused and able to spot business opportunities
Builds networks and maintains strong relationships
Able to manage and influence others to achieve results
Has passion and drive to achieve results under difficult circumstances
Pleasant and able to relate well in diverse social set ups and teams
Upholds high standard of Professionalism, integrity and respect for others.
Able to identify, motivate and develop talent within the Bank.
Capacity to influence decisions at senior management levels
Communicates effectively
Drives high performance in teams.