Assistant Relationship Managers - Personal Banking job at KCB Bank | Apply Now

Client Relationship Management: Assist in managing and maintaining relationships with existing clients. Act as a primary point of contact for client inquiries, requests, and issues. Build rapport with clients to understand their needs and identify opportunities for additional products or services.

New Client Onboarding: Support the onboarding process for new clients by gathering required documentation, coordinating with internal departments to set up accounts, and facilitating introductions to key stakeholders.

Financial Analysis: Conduct financial analysis and review client financial statements, credit reports, and other relevant documents to assess creditworthiness and identify potential risks.

Credit and Risk Management: Assist in evaluating credit proposals and preparing credit applications for approval. Monitor credit exposure and portfolio performance to ensure compliance with risk management policies and procedures.

Product and Service Recommendations: Collaborate with Relationship Managers to identify opportunities to cross-sell or upsell additional products and services to clients based on their financial needs and objectives.

Documentation and Compliance: Ensure all client documentation, agreements, and contracts are accurately completed, executed, and maintained in accordance with regulatory requirements and internal policies.

Communication and Coordination: Facilitate communication and coordination between internal departments, such as credit, operations, and legal, to address client needs and resolve issues in a timely manner.

Market Research and Analysis: Stay informed about industry trends, market developments, and competitor activities. Conduct research and analysis to support client discussions and identify potential business opportunities.

Reporting and Analysis: Prepare regular reports and presentations for management, summarizing client activity, portfolio performance, and key performance indicators. Analyze data to identify trends and opportunities for improvement.

Complaint Resolution: Handle client complaints and escalations, working closely with internal stakeholders to address issues and ensure timely resolution.

Training and Development: Stay updated on industry regulations, compliance requirements, and best practices related to client relationship management. Participate in training and development activities to enhance skills and knowledge.

Administrative Support: Provide administrative support to Relationship Managers, such as scheduling meetings, preparing meeting agendas and minutes, and maintaining client records and databases.

Customer Service: Provide high-quality customer service to clients by promptly responding to inquiries, resolving issues, and proactively addressing their needs.

Business Development: Assist in identifying and pursuing new business opportunities, such as referrals from existing clients or networking with potential clients in the market.