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Key Duties and Responsibilities

• Proactively build new business relationships with target clients, identifying banking customer needs and advising on appropriate financial solutions, with a focus on liabilities and  on cross selling the Bank products and services.
• Expand existing portfolio of institutional customers maximize revenue by deepening relationships with the Customer.
• Develop and execute annual sales and marketing plans, including tactical ideas for identifying and initiating contact with potential customers with a view toward building a book of business and laying the foundation for strong relationships.
• Preparing business proposals.
• Keep abreast of industry/market developments so as to understand customer needs and identify new business opportunities.
• Undertake any other relevant duties assigned by the Department Head from time to time

• Bachelor’s degree in a business related field
• AKIB/ACIB/MBA will be an added advantage
• A minimum of four (3) years’ experience preferably in a sales function
• Proficiency in MS office Suite
• Personal Attributes & Skills required in undertaking the role
• Good knowledge of Kenyan &global micro & macro-economic and financial systems
• Detailed knowledge of bank’s liability products.
• Good organizational and general management skills.
• Excellent interpersonal, communication and presentation skills.
• Strong business problem solving skills with strong customer orientation
• Willingness to work anywhere in the country

Legal Manager

The successful person will report to the Head – Legal Services Department.

Job Description: The successful candidate will be responsible for providing legal support to the Bank.

Main Duties:

• The role holder will play a key advisory and guidance role within all levels of the Bank in legal matters
• Representing the Bank in courts, tribunals’ arbitrations and other related forums.
• Preparation, vetting and reviewing all contractual documents between third parties and the Bank.
• Overseeing the perfection of Bank securities.
• Protecting the interests of the Bank by perusing and approving all securities before and after registration
• Perusing and interpreting legislation and other legal instruments.
• Preparing standard legal documentation for use by the Bank and liaising with the Bank’s external lawyers

• The incumbent will be required to possess the following attributes:
• Must be analytical with good management skills and ability to work with minimum supervision
• Must have the ability to communicate effectively both orally and in writing
• Must be self- motivated with strong interpersonal skills
• Must have strong influencing and negotiation skills
• Knowledge of the provisions of the Banking Act, Central Bank of Kenya & the Co-operatives Societies Act
• Knowledge of developments in legal practice and statutory amendments that are likely to have an impact on the Bank’s operations

• Must have a Bachelor of Law (LLB) degree from a recognized university and be an advocate of the High Court of Kenya with a current practising certificate.
• Must be conversant with MS Office Suite
• Diploma in AKIB will be an added advantage

• Must have at least five years’ experience in a busy Law Firm or Financial Institution with hands on experience in Commercial Law and Litigation
• Experience in a Banking/Financial institution will be an added advantage

Bancassurance Officers

Job Summary

The role holders will be responsible for the development and execution of sales and marketing programs in line with the Bancassurance strategy as well as generation of business from the Bank’s existing Corporate, Asset Finance and Personal banking portfolios.

Main Duties

The key responsibilities will among others include:

• Prospecting and marketing various insurance products to prospective clients
• Preparation of quotations, negotiating terms for customers and closing sales
• Advising customers on the adequacy of cover requested for in relation to policies available
• Oversee the operational aspects of Bancassurance business at the branch i.e. underwriting, claims, finance and customer service
• Ensuring all collaterals and assets that have has an Bank interest are properly and comprehensively insured and the Bank’s interest properly noted
• Ensuring that Bank, customers and staff insurable assets insured under the branch are renewed on time and premium is paid up
• Market research/customer feedback to our head office Bancassurance team for the development of new products and enhancement of existing ones to suite the various market segments
• Adherence to the set Bancassurance policies and procedures
• Training of customers and branch staff on insurance translating to business conversion
• Ensuring that all queries on technical insurance issues from customers and branch staff are addressed promptly while providing technical guidance
• Preparation of relevant production and financial reports

• University Degree, preferably in a business field
• Knowledge of the basic principles and practices of bancassurance
• Strong business acumen, strategic thinking capacity and strong analytical and presentation  skills
• Ability to work effectively in a diversified set up and in a highly collaborative team environment
• Proven ability to respond quickly, independently and appropriately to competing priorities under tight deadlines, excellent analytical, interpersonal, communication and advocacy skills
• Knowledgeable in compiling data and preparing a variety of reports using computer applications in a proficient manner
• Ability to verify the accuracy of documents and information presented

Relationship Manager – Mortgage Branch Support

Job Summary:

The purpose of the job is to source of mortgage business through support of Branches with a view of increasing the mortgage loan book.

Main Duties

The key responsibilities will among others include:

• Undertaking and support pitching for new business from existing database of Branch customers
• Research, propose and champion mortgage solutions for the Branch customers
• Ensuring product and Income targets are met.
• Actively advise Head Mortgage Finance ideas for alternative product strategies to manage Branch mortgage sales.
• Monitor and provide feedback to Business line leadership on competitor product activity, including pricing
• Provide and analyze product income data/information for Business line leadership
• Contribute in setting of Bank targets on Branch mortgage sales
• Co-ordinate production of a Standard Tariff, which is easily understood by customers and staff and easy to administer
• Handling of inquiries on mortgage sales from Co-operatives customers & assigned branches
• Review of new applications
• Providing guidance for purposes of re-packaging applications to meet our requirements
• Origination and follow-up of disbursements
• ad hoc assignments passed on from time to time.
• Monitor adherence to agreed product pricing strategy
• Champion implementation of new products by: Engaging relevant stakeholders, Building a business case, Completing all product testing, Building a detailed implementation plan, Closely monitoring implementation
• Liaise with mortgage Sales teams and Credit Operations, regularly reviewing all operational standards for product profitability, and identifying skills gaps.
• Review and feedback into customer satisfaction surveys, responding to customer Product complaints raised by Branch division
• Liaise with Sales teams to design and deliver appropriate training, and give input into sales strategies for Branch customers.
• Provide clear direction of the Co op Bank’s objectives by translating business performance objectives and measures into clear, concise communication
• Be a role model for your colleagues, doing things wholeheartedly, communicating with passion and enthusiasm, embracing change as a way of working.

• A Bachelor’s Degree in, commerce, Economics, Finance, Banking or Business Administration and any other relevant qualification.
• A master’s degree in any of the above related disciplines is an added advantage
• At least 5 years experience in mortgage sales in a commercial or development banking environment.
• Good knowledge and experience in project appraisal preferably in a banking environment
• Computer literacy is mandatory
• Project management
• Time management and personal organization
• Campaign/advertising management
• Able to work under pressure and adhere to strict and tight deadlines on a wide range of tasks
• Able to keep abreast of developments in the business and financial services environment
• An in-depth knowledge of the bank’s mortgage products
• A good knowledge of the other bank’s products (e.g. retail accounts, overdrafts, guarantees, MCU, asset finance and insurance premium financing).

• Credit appraisal and analysis skills
• Presentation skills & interpersonal skills
• Communication & report writing skills