Relationship Officer – Personal Banking at Equity Bank Kenya

• Onboard and train customers on digital platforms.

• Acquire new customers through marketing and institutional visits to private institutions, NGOs, parastatals, and government institutions.
• Conduct strategic marketing drives and forums, including counties and schools.

• Facilitate MOUs and loan facilities through customer and institutional appraisals.

• Ensure timely loan approvals and disbursements within SLAs.
• Compile loan applications for discussion at the Branch Credit Committee (BCC).
• Complete loan contracts by explaining risks, reviewing applications, obtaining signatures, and batch proofing.
• Review financial data to determine risk factors for decision-making at the BCC.

• Engage with customers daily to manage arrears.
• Conduct post-disbursement visits to ensure customer satisfaction and compliance.

• Assist clients in determining the most suitable loan to meet their financial objectives and needs.
• Promptly follow up on customer complaints until resolved.
• Maintain and manage customer relationships to ensure satisfaction and loyalty.

• Mobilize deposits

• University degree in a Business-Related Course, Education, Social Sciences or Advanced Diploma in business related course.
• Overall C+ in KCSE (C+ in mathematics)
• 2-3 Years' experience
• Sales experience is an added advantage.
• Experienced in project management; Monitoring and evaluation is an added advantage.
• Computer literacy with high command in Microsoft suite.

• Exhibits an exceptional degree of ingenuity, creativity, and resourcefulness.
• Excellent business relationship management skills and business closure techniques.
• Ability to develop, plan, execute and implement according to laid business strategies.
• Excellent interpersonal skills and demonstrated conflicts resolution skills.
• Strong training /coaching skills
• Strong communication, presentation, and negotiation skills
• Strong analytical and problem-solving skills

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