SPIRE BANK -FORMERLY-EQUATORIAL COMMERCIAL BANK
KAKAMEGA BRANCH 2016- To date
RELATIONSHIP OFFICER
BUSINESS DEVELOPMENT:
- Loan advice to existing and new customers on procedures and KYC documentation.
- Increasing both branch Liabilities and Assets-through marketing and acquisition.
- Do credit analysis and refer to branch manager for approval and forwarding.
- Efficient management of banking relationships with the existing and potential
- Clients.
- Improving the deposit mix of the branch as per the budget.
- Representing the bank in most functions regionally as assigned by the Manager.
- Train and manage sales team along product mix changes and targets
- Monitor loan performance, arrears and report on daily, weekly and monthly basis.
- Follow-up for credit listing and updates with CRB and Metropol.
OPERATIONS:
- Providing high quality service by ensuring set standards are met.
- Ensuring smooth running of the business and personal customers through feedback
- Review of various reports and daily loan arrears and recoveries
- Team building.
- Molding staff into a cohesive unit.
COMPLIANCE WITH PROCEDURES AND AUDIT:
- Compliance with all audit requirements
- Ensuring procedures are read and understood by all sales staff.
- Ensuring strict compliance with the procedures
- Managing and reporting any suspicious activity within the branch.
BARCLAYS BANK LTD 2013– 2015
SALES MANAGER, BARCLAYS BANK, BUNGOMA BRANCH.
MAIN DUTIES & RESPONSIBILITIES
- Customer satisfaction through operational effectiveness and efficiencies
- Managing operational risk
- Compliance to policies and ethics
- Staff development and performance management
- Adequate manning of Sales office and direct sales team and ensuring proper
Customer record management
- Maintaining and growing the Customer Base.
- Ensuring adherence to Bank procedures and regulations to reduce frauds and
Forgeries.
Sept 2007 –2013-DIRECT SALES REP- BARCLAYS BANK, BUNGOMA BRANCH
MAIN DUTIES & RESPONSIBILITIES
• Generating sales reports
- Growing sales and market share
- Team player in community development activities
- Provide product knowledge and feedback to customers
- Do market activations and grow branch network
- Account Opening
- Grow asset book through scheme companies with MOU in Barclays
- grow liability book by targeting business community for FD accounts
- Handling Customer Queries
