Branch Relationship Manager
@Family Bank posted 3 weeks ago Shortlist Email JobJob Detail
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Job ID 3963
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Offered Salary 1000
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Career Level Others
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Experience 5 Years
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Gender Both
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Industry Banking/Insurance
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Qualifications Diploma/Degree
Job Description
BRANCH RELATIONSHIP MANAGER –JA/BRM/08/25
We are looking for positive minded individuals who fit the role profile captured below.
Reporting to: Branch Manager
Job Purpose:
Ownership of the credit loan book in liaison with the branch manager and oversee the credit control portfolio of the
branch and provide branch-based financial products & services, follow up on pipeline of leads and to grow branch
customer base through pro-active sales activities.
Key Responsibilities:
• Oversee the credit control function at the branch by enforcing adherence to the credit policy and procedures
• In charge of the branch loan book and collections.
• Provides leadership to the Relationship officers at the branch level.
• Be the custodian of a comprehensive set of Credit Risk Policies and Procedures at the branch; as well as
recommend any necessary changes in the credit policy to senior management.
• Meet Business Banking sales targets both in number of accounts and volume and deposits through cross
selling to existing customers and acquiring new customers.
• Generate new customers/ new company’s referrals from head office, existing customers, or personal
connections
• Prepare target audience/lead lists and sales activities plans; implement and fill in accurately sales activities
reports
• Conducts daily sales calls from prioritized lead lists with the objective of scheduling companies visits /
customer’s meetings
• Conducts daily company visits/ customer meetings with the objective of acquiring new customers /selling
bank products
• Receive, verify, and certify against original; all account application documents and forms from customer.
• Ensure compliance with the Data Protection laws, policies and procedures of the Bank.
• Check and verify the accuracy, completeness of the documents against the checklist provide according to
product lines; KYC/AML compliance requirements.
• Follow up on accounts and products opening and process on system
• Communicate to customers on accounts declined
• Handling and monitoring customer enquiries and complaints effectively to ensure retention and loyalty
Qualifications:
• Bachelor’s degree in commerce/business related field.
• At least five (5) years’ experience in credit with relevant experience in credit analysis and/or Credit
relationship management with proven result track record.
• Have a minimum of 6 years working in the Banking Industry; with relevant experience in product
knowledge, analytics and risk management.
• Good understanding of balance sheet analysis, credit risk, financial exposure and setting credit limits.
• Thorough knowledge of credit-related laws and Prudential Guidelines.
• Practical experiences in use of MS Office especially excel applications and credit analysis tools.
• Sound knowledge of the Banking Act and the regulatory framework in the Financial Services Industry.
• Able to apply financial knowledge and skills to achieve business goals.
HR Department Doc.
• Able to identify and minimize potential and inherent risks in banking
• Communicates effectively and can explain complex Business issues
• Proficient in the use of Banking and office management systems
Competencies:
• 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
ALL applicants MUST apply online to the email; recruitment@familybank.co.ke; closing date is 20th August 2025.
Canvassing will automatically disqualify the candidate. Only shortlisted candidates will be contacted.
“We are an equal opportunity employer”
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