Relationship Manager; Digital at CRDB Bank

Jamii Opportunities

JF-Expert Member
Feb 10, 2014
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Job Title: Relationship Manager; Digital (2 Post)
Reporting to: Senior Manager-Transanctional Banking
Location: Head Office

Job Description
Responsible for business growth and sales of digital solutions to clients including Government, Corporate, Institutions, and other business segments in the areas of receivables products/transactional businesses. Drive and implement transactional banking strategy focusing on promoting digital use and identifying opportunities to ensure sustainable growth of transactional banking income.

Key responsibilities:
  • Acquire digital transactional businesses to maximize Non-funded Income.
  • Solicit business from existing and new customers by increasing digital channel utilizations.
  • Discuss customer needs; gather customer information and advice on Bank services/products.
  • Conduct regular branch and client visits to solicit new business with a view to increasing the organic flow of NFI/or transactional volume and retaining clients.
  • Participate in driving and implementing the strategy for transactional digital business growth.
  • Participate in organizing and delivering client marketing and sales programs for transactional digital offerings/products.
  • Participate in Packaging/structuring of transactional digital products/programs to meet specific clients’ product requirements.
  • Arrange and facilitate meetings with key members of potential customer management.
  • Follow up with potential customers and ensure completion of documentation requirements.
  • Liaise with operations for efficient transaction processing to ensure superior customer service by minimizing complaints and disputes.
  • Liaise with Business Analysts/Credit Team during the assessment and due diligence process and assist as needed.
  • Collaborate with several other units/departments e.g. Treasury, Corporate banking, Operations, Finance, Compliance, Marketing and Customer experience.
  • Regular reviews of digital platforms to identify gaps.
  • Ensure compliance with internal and external Guidelines on transactional business activities.
  • Review and provide feedback on client satisfaction surveys, and respond to customer complaints.
  • Analyse and report Transactional Banking performance and profitability.
  • Perform any other related duties as may be assigned from time to time.
Experience, Knowledge and Skills Requirements
  • Bachelor Degree in Bachelor’s Degree in Business Administration, Finance and related field from a credible university.
  • Minimum of 3 years experience in promoting digital use of transactional banking products.
  • Relationship Management skills.
  • Project management skills.
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