Relationship Officer -Biashara Banking (Readvertisement) job at Equity Bank
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Relationship Officer -Biashara Banking (Readvertisement)
2025-06-04T10:05:42+00:00
Equity Bank
https://cdn.greatkenyanjobs.com/jsjobsdata/data/employer/comp_7833/logo/Equity%20Bank.png
FULL_TIME
 
Nairobi
Nairobi
00100
Kenya
Banking
Commercial Banks
KES
 
MONTH
2025-06-18T17:00:00+00:00
 
Kenya
8

Reporting to the Relationship Manager Business, the Relationship Officer - Biashara Banking has the responsibility to manage and coordinate all the Micro businesses under him/her to ensure the bank goals and objectives are achieved. 

Key Responsibilities:

Onboarding and Customer Management:

  • Onboard retailers and customers across various Ecosystem value chains and digital platforms (PWE, EAZZY APP, etc.).
  • Identify prospective leads and recruit new customers.
  • Conduct outreach and manage relationships for customer retention.
  • Utilize existing partnerships to expand the customer base.

Loan Processing and Compliance:

  • Guide customers through the loan application process, including business and home visits to verify financial information and securities.
  • Ensure timely loan approval and disbursement within SLAs.
  • Present client requests for approval and manage security perfection and disbursement.
  • Initiate recovery processes for overdue accounts.

Marketing and Sales:

  • Conduct marketing outreach to onboard new customers.
  • Cross-sell and upsell bank products.
  • Recruit ecosystems by leveraging established relationships.

Training and Policy Adherence:

  • Train branch staff on Biashara Banking lending policies, procedures, and new products.
  • Ensure compliance with credit policies and act as the custodian of bank policy in the branch.

Customer Service and Support:

  • Provide high-standard customer service, fast-track loan processes, and give prompt feedback on loan requests.
  • Liaise with internal and external stakeholders in the branch environment.
  • Mobilize clients for financial literacy training and guide them on maintaining proper records.

Portfolio and Relationship Management:

  • Maintain an up-to-date portfolio management toolkit for efficient customer follow-up.
  • Conduct post-disbursement visits and baseline all customers.

Deposit Mobilization and Documentation:

  • Mobilize deposits 

Qualifications

Qualifications and Education 

  • University degree holder with preference in Education, Social sciences, or Business-related field.
  • Overall mean grade of C+ in KCSE
  • 3-4 Years’ experience
Onboarding and Customer Management: Onboard retailers and customers across various Ecosystem value chains and digital platforms (PWE, EAZZY APP, etc.). Identify prospective leads and recruit new customers. Conduct outreach and manage relationships for customer retention. Utilize existing partnerships to expand the customer base. Loan Processing and Compliance: Guide customers through the loan application process, including business and home visits to verify financial information and securities. Ensure timely loan approval and disbursement within SLAs. Present client requests for approval and manage security perfection and disbursement. Initiate recovery processes for overdue accounts. Marketing and Sales: Conduct marketing outreach to onboard new customers. Cross-sell and upsell bank products. Recruit ecosystems by leveraging established relationships. Training and Policy Adherence: Train branch staff on Biashara Banking lending policies, procedures, and new products. Ensure compliance with credit policies and act as the custodian of bank policy in the branch. Customer Service and Support: Provide high-standard customer service, fast-track loan processes, and give prompt feedback on loan requests. Liaise with internal and external stakeholders in the branch environment. Mobilize clients for financial literacy training and guide them on maintaining proper records. Portfolio and Relationship Management: Maintain an up-to-date portfolio management toolkit for efficient customer follow-up. Conduct post-disbursement visits and baseline all customers. Deposit Mobilization and Documentation: Mobilize deposits 
 
Qualifications and Education  University degree holder with preference in Education, Social sciences, or Business-related field. Overall mean grade of C+ in KCSE 3-4 Years’ experience
bachelor degree
48
JOB-68401a76083b1

Vacancy title:
Relationship Officer -Biashara Banking (Readvertisement)

[Type: FULL_TIME, Industry: Banking, Category: Commercial Banks]

Jobs at:
Equity Bank

Deadline of this Job:
Wednesday, June 18 2025

Duty Station:
Nairobi | Nairobi | Kenya

Summary
Date Posted: Wednesday, June 4 2025, Base Salary: Not Disclosed

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JOB DETAILS:

Reporting to the Relationship Manager Business, the Relationship Officer - Biashara Banking has the responsibility to manage and coordinate all the Micro businesses under him/her to ensure the bank goals and objectives are achieved. 

Key Responsibilities:

Onboarding and Customer Management:

  • Onboard retailers and customers across various Ecosystem value chains and digital platforms (PWE, EAZZY APP, etc.).
  • Identify prospective leads and recruit new customers.
  • Conduct outreach and manage relationships for customer retention.
  • Utilize existing partnerships to expand the customer base.

Loan Processing and Compliance:

  • Guide customers through the loan application process, including business and home visits to verify financial information and securities.
  • Ensure timely loan approval and disbursement within SLAs.
  • Present client requests for approval and manage security perfection and disbursement.
  • Initiate recovery processes for overdue accounts.

Marketing and Sales:

  • Conduct marketing outreach to onboard new customers.
  • Cross-sell and upsell bank products.
  • Recruit ecosystems by leveraging established relationships.

Training and Policy Adherence:

  • Train branch staff on Biashara Banking lending policies, procedures, and new products.
  • Ensure compliance with credit policies and act as the custodian of bank policy in the branch.

Customer Service and Support:

  • Provide high-standard customer service, fast-track loan processes, and give prompt feedback on loan requests.
  • Liaise with internal and external stakeholders in the branch environment.
  • Mobilize clients for financial literacy training and guide them on maintaining proper records.

Portfolio and Relationship Management:

  • Maintain an up-to-date portfolio management toolkit for efficient customer follow-up.
  • Conduct post-disbursement visits and baseline all customers.

Deposit Mobilization and Documentation:

  • Mobilize deposits 

Qualifications

Qualifications and Education 

  • University degree holder with preference in Education, Social sciences, or Business-related field.
  • Overall mean grade of C+ in KCSE
  • 3-4 Years’ experience

 

Work Hours: 8

Experience in Months: 48

Level of Education: bachelor degree

Job application procedure

Interested and qualified? Click Here

 

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Job Info
Job Category: Banking/ Finance jobs in Kenya
Job Type: Full-time
Deadline of this Job: Wednesday, June 18 2025
Duty Station: Nairobi | Nairobi | Kenya
Posted: 04-06-2025
No of Jobs: 1
Start Publishing: 04-06-2025
Stop Publishing (Put date of 2030): 04-06-2065
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