Background information about the job or company (e.g., role context, company overview)

I&M Bank is a wholly owned subsidiary of I&M Holdings Limited, a publicly quoted company at the Nairobi Securities Exchange (NSE). The bank possesses a rich heritage in banking.

Responsibilities or duties

Key Responsibilities:

• Receive, verify, Authenticate, call back and processing thereof of all instructions delivered at the branch e.g RTGS, TT, FDR, Forex conversions, stop payments, Treasury Bills, cheque book requests, card applications.
• Preparing audit confirmations, certificate of balance, interest certificate and opinion letters for customers.
• Ensuring the completion of all account opening documentation and following up on deficiencies.
• Facilitating customers’ access to lockers.
• Attending to walk-in customers enquiries on account opening and products so as to maximize conversion of enquiries to sales.
• Responding to all written and oral complaints and enquiries received from customers.
• Cross-selling the Bank’s range of products and services to existing and new customers and acquire new active accounts/Business.
• Ordering of cheque books and cards as per customer specification.
• Safe custody and management of cards and cheque books.
• Collection of all service charges as per bank tariff to ensure nil income leakage.

Qualifications or requirements (e.g., education, skills)

Academic Qualifications:

• Bachelor’s Degree in Business, Banking or related field.

Experience needed

Work Experience Required:

• At least one (1) year relevant experience in a similar role in a similar sized organization.
• Excellent communication and interpersonal skills.
• Ability to speak Chinese language.

• Receive, verify, Authenticate, call back and processing thereof of all instructions delivered at the branch e.g RTGS, TT, FDR, Forex conversions, stop payments, Treasury Bills, cheque book requests, card applications.
• Preparing audit confirmations, certificate of balance, interest certificate and opinion letters for customers.
• Ensuring the completion of all account opening documentation and following up on deficiencies.
• Facilitating customers’ access to lockers.
• Attending to walk-in customers enquiries on account opening and products so as to maximize conversion of enquiries to sales.
• Responding to all written and oral complaints and enquiries received from customers.
• Cross-selling the Bank’s range of products and services to existing and new customers and acquire new active accounts/Business.
• Ordering of cheque books and cards as per customer specification.
• Safe custody and management of cards and cheque books.
• Collection of all service charges as per bank tariff to ensure nil income leakage.

• Excellent communication and interpersonal skills.
• Ability to speak Chinese language.

• Bachelor’s Degree in Business, Banking or related field.