Relationship Manager

KCB Group•Washington, DC

11h

About The Position

The Relationship Manager is responsible for growing business volumes, customer base, and wallet share. This role requires personal competence to effectively perform Relationship Management tasks, consistency in adhering to and applying established policies, processes, and tools for optimal efficiency, compliance, and cost containment. A key aspect is minimizing exposures to and impact of risks associated with KYC, AML, and portfolio maintenance, while ensuring the quality of management of customer expectations and the retention of a quality portfolio.

Requirements

Bachelor’s Degree in Business Management (Accounting, Finance, Marketing)
3 Years of experience

Nice To Haves

Master's degree in Business Administration
Professional qualifications such as CPA

Responsibilities

Growth in business volumes, customer base and wallet share.
Adequacy of personal competence to effectively perform Relationship Management tasks.
Consistency in adherence to and application of established policies, processes, and tools to achieve optimal efficiency, compliance and cost containment.
Minimization of exposures to and impact of risks associated with KYC, AML and portfolio maintenance.
Quality of management of customer expectations.
Retention of quality portfolio all the time.
Create and manage banking relationships and ensure optimal sales to all customers (treasury, corporate, retail) through joint calls and cross-selling.
Creatively tailor products to meet individual customer needs.
Grow the Retail banking customer base by recruiting new customers, and wallet sizing to existing customers to attain high returns.
Manage customer relationships to ensure retention by resolving complaints within a reasonable and agreed time.
Monitor and ensure that there are no unapproved excesses.
Work in close partnership with the Credit team and Branch Manager to ensure credit requests for new and existing facilities are correctly prepared in accordance with KCB and/or group policies.
Recommend credit requests for approval to relevant authorities after consideration of individual case merits.
Liaise with colleagues in areas of expertise, particularly regarding the provision of quality service to customers.
Provide feedback to the Branch Manager or relevant parties regarding service provision to customers and the trend of assets and liabilities.
Deliver a service to customers that matches the Bank’s mission statement.
Be conversant with KYC requirements, undertake actions to ensure compliance, and report suspicions. Exercise due care and diligence in ensuring all anti-money laundering and KYC requirements are complied with.