Relationship Officer, Retail Banking
2025-10-06T12:39:48+00:00
Rose Avenue Group
https://cdn.greatkenyanjobs.com/jsjobsdata/data/employer/comp_8764/logo/rose.jpeg
https://www.racg.co.ke/html
FULL_TIME
Kenya
Nairobi
00100
Kenya
Professional Services
Accounting & Finance
2025-10-20T17:00:00+00:00
Kenya
8
Our client, a private commercial bank licensed by the Central Bank of Kenya, seeks to hire a Relationship Officer (Retail Banking). The Relationship Officer will be responsible for maintaining positive customer relationships, increasing bank revenue through marketing, ensuring seamless customer service, and supporting the Relationship Manager in meeting client financial needs and marketing activities.
Job Responsibilities
Financial
• Scrutinize reports and action any necessary corrections daily, weekly or monthly as appropriate.
• Attend to all correspondence relating to the portfolio, including e-mails, phone calls, messages, documentation, etc.
• Ensure that all customer and account records are in order and up to date. This includes filing, updating customer records on the bank system at every opportunity.
• Follow through promptly and meticulously on instructions given by the Relationship Manager.
• Keep Relationship Manager informed of progress made on customer matters. Surface ‘bad news’, complaints, and claims quickly and transparently.
• Interact frequently and build strong internal working relationships with enabler departments to ensure that Turnaround times and SLA’s are adhered to.
• Cooperate and work effectively with others in pursuit of team goals by sharing information, providing support, showing care, and being considerate of other team members.
• Establish and build knowledge and understanding of product and credit application processes to eliminate rework and ensure acceptable turnaround times for customers.
Customer
• Scrutinize reports and action any necessary corrections daily, weekly or monthly as appropriate.
• Attend to all correspondence relating to the portfolio, including e-mails, phone calls, messages, documentation, etc.
• Ensure that all customer and account records are in order and up to date. This includes filing, updating customer records on the bank system at every opportunity.
• Follow through promptly and meticulously on instructions given by the Relationship Manager.
• Keep Relationship Manager informed of progress made on customer matters. Surface ‘bad news’, complaints, and claims quickly and transparently.
• Interact frequently and build strong internal working relationships with enabler departments to ensure that Turnaround times and SLA’s are adhered to.
• Cooperate and work effectively with others in pursuit of team goals by sharing information, providing support, showing care, and being considerate of other team members.
• Establish and build knowledge and understanding of product and credit application processes to eliminate rework and ensure acceptable turnaround times for customers.
Internal Business Process
• Scrutinize reports and action any necessary corrections daily, weekly or monthly as appropriate.
• Attend to all correspondence relating to the portfolio, including e-mails, phone calls, messages, documentation, etc.
• Ensure that all customer and account records are in order and up to date. This includes filing, updating customer records on the bank system at every opportunity.
• Follow through promptly and meticulously on instructions given by the Relationship Manager.
• Keep Relationship Manager informed of progress made on customer matters. Surface ‘bad news’, complaints, and claims quickly and transparently.
• Interact frequently and build strong internal working relationships with enabler departments to ensure that Turnaround times and SLA’s are adhered to.
• Cooperate and work effectively with others in pursuit of team goals by sharing information, providing support, showing care, and being considerate of other team members.
• Establish and build knowledge and understanding of product and credit application processes to eliminate rework and ensure acceptable turnaround times for customers.
Other Requirements
Academic
- Minimum of a Bachelor’s Degree.
- Proficiency in Microsoft Office Suite.
- Professional qualification in Customer Relationship Management and Sales & Marketing is an added advantage.
Professional Qualifications & Experience
- Experience in Sales, Personal/Business/or Corporate Banking added advantage.
Desired Work Experience
- At least 2 years experience in banking
Personal Attributes & Skills
- Self-starter / self -motivated individual
- Independent and strategic thinker
- Strong inter-personal skills
- Ability to prioritize and work under pressure
- Attention to detail
- Flexibility and Openness
- Collaboration/ Teamwork
- Process focus
- Strong communication & presentation skills
- Strong spreadsheet skills
Financial
• Scrutinize reports and action any necessary corrections daily, weekly or monthly as appropriate.
• Attend to all correspondence relating to the portfolio, including e-mails, phone calls, messages, documentation, etc.
• Ensure that all customer and account records are in order and up to date. This includes filing, updating customer records on the bank system at every opportunity.
• Follow through promptly and meticulously on instructions given by the Relationship Manager.
• Keep Relationship Manager informed of progress made on customer matters. Surface ‘bad news’, complaints, and claims quickly and transparently.
• Interact frequently and build strong internal working relationships with enabler departments to ensure that Turnaround times and SLA’s are adhered to.
• Cooperate and work effectively with others in pursuit of team goals by sharing information, providing support, showing care, and being considerate of other team members.
• Establish and build knowledge and understanding of product and credit application processes to eliminate rework and ensure acceptable turnaround times for customers.
Customer
• Scrutinize reports and action any necessary corrections daily, weekly or monthly as appropriate.
• Attend to all correspondence relating to the portfolio, including e-mails, phone calls, messages, documentation, etc.
• Ensure that all customer and account records are in order and up to date. This includes filing, updating customer records on the bank system at every opportunity.
• Follow through promptly and meticulously on instructions given by the Relationship Manager.
• Keep Relationship Manager informed of progress made on customer matters. Surface ‘bad news’, complaints, and claims quickly and transparently.
• Interact frequently and build strong internal working relationships with enabler departments to ensure that Turnaround times and SLA’s are adhered to.
• Cooperate and work effectively with others in pursuit of team goals by sharing information, providing support, showing care, and being considerate of other team members.
• Establish and build knowledge and understanding of product and credit application processes to eliminate rework and ensure acceptable turnaround times for customers.
Internal Business Process
• Scrutinize reports and action any necessary corrections daily, weekly or monthly as appropriate.
• Attend to all correspondence relating to the portfolio, including e-mails, phone calls, messages, documentation, etc.
• Ensure that all customer and account records are in order and up to date. This includes filing, updating customer records on the bank system at every opportunity.
• Follow through promptly and meticulously on instructions given by the Relationship Manager.
• Keep Relationship Manager informed of progress made on customer matters. Surface ‘bad news’, complaints, and claims quickly and transparently.
• Interact frequently and build strong internal working relationships with enabler departments to ensure that Turnaround times and SLA’s are adhered to.
• Cooperate and work effectively with others in pursuit of team goals by sharing information, providing support, showing care, and being considerate of other team members.
• Establish and build knowledge and understanding of product and credit application processes to eliminate rework and ensure acceptable turnaround times for customers.
Personal Attributes & Skills
Self-starter / self -motivated individual
Independent and strategic thinker
Strong inter-personal skills
Ability to prioritize and work under pressure
Attention to detail
Flexibility and Openness
Collaboration/ Teamwork
Process focus
Strong communication & presentation skills
Strong spreadsheet skills
Academic
Minimum of a Bachelor’s Degree.
Proficiency in Microsoft Office Suite.
Professional qualification in Customer Relationship Management and Sales & Marketing is an added advantage.
Professional Qualifications & Experience
Experience in Sales, Personal/Business/or Corporate Banking added advantage.
JOB-68e3b8946fb2a
Vacancy title:
Relationship Officer, Retail Banking
[Type: FULL_TIME, Industry: Professional Services, Category: Accounting & Finance]
Jobs at:
Rose Avenue Group
Deadline of this Job:
Monday, October 20 2025
Duty Station:
Kenya | Nairobi | Kenya
Summary
Date Posted: Monday, October 6 2025, Base Salary: Not Disclosed
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JOB DETAILS:
Our client, a private commercial bank licensed by the Central Bank of Kenya, seeks to hire a Relationship Officer (Retail Banking). The Relationship Officer will be responsible for maintaining positive customer relationships, increasing bank revenue through marketing, ensuring seamless customer service, and supporting the Relationship Manager in meeting client financial needs and marketing activities.
Job Responsibilities
Financial
• Scrutinize reports and action any necessary corrections daily, weekly or monthly as appropriate.
• Attend to all correspondence relating to the portfolio, including e-mails, phone calls, messages, documentation, etc.
• Ensure that all customer and account records are in order and up to date. This includes filing, updating customer records on the bank system at every opportunity.
• Follow through promptly and meticulously on instructions given by the Relationship Manager.
• Keep Relationship Manager informed of progress made on customer matters. Surface ‘bad news’, complaints, and claims quickly and transparently.
• Interact frequently and build strong internal working relationships with enabler departments to ensure that Turnaround times and SLA’s are adhered to.
• Cooperate and work effectively with others in pursuit of team goals by sharing information, providing support, showing care, and being considerate of other team members.
• Establish and build knowledge and understanding of product and credit application processes to eliminate rework and ensure acceptable turnaround times for customers.
Customer
• Scrutinize reports and action any necessary corrections daily, weekly or monthly as appropriate.
• Attend to all correspondence relating to the portfolio, including e-mails, phone calls, messages, documentation, etc.
• Ensure that all customer and account records are in order and up to date. This includes filing, updating customer records on the bank system at every opportunity.
• Follow through promptly and meticulously on instructions given by the Relationship Manager.
• Keep Relationship Manager informed of progress made on customer matters. Surface ‘bad news’, complaints, and claims quickly and transparently.
• Interact frequently and build strong internal working relationships with enabler departments to ensure that Turnaround times and SLA’s are adhered to.
• Cooperate and work effectively with others in pursuit of team goals by sharing information, providing support, showing care, and being considerate of other team members.
• Establish and build knowledge and understanding of product and credit application processes to eliminate rework and ensure acceptable turnaround times for customers.
Internal Business Process
• Scrutinize reports and action any necessary corrections daily, weekly or monthly as appropriate.
• Attend to all correspondence relating to the portfolio, including e-mails, phone calls, messages, documentation, etc.
• Ensure that all customer and account records are in order and up to date. This includes filing, updating customer records on the bank system at every opportunity.
• Follow through promptly and meticulously on instructions given by the Relationship Manager.
• Keep Relationship Manager informed of progress made on customer matters. Surface ‘bad news’, complaints, and claims quickly and transparently.
• Interact frequently and build strong internal working relationships with enabler departments to ensure that Turnaround times and SLA’s are adhered to.
• Cooperate and work effectively with others in pursuit of team goals by sharing information, providing support, showing care, and being considerate of other team members.
• Establish and build knowledge and understanding of product and credit application processes to eliminate rework and ensure acceptable turnaround times for customers.
Other Requirements
Academic
- Minimum of a Bachelor’s Degree.
- Proficiency in Microsoft Office Suite.
- Professional qualification in Customer Relationship Management and Sales & Marketing is an added advantage.
Professional Qualifications & Experience
- Experience in Sales, Personal/Business/or Corporate Banking added advantage.
Desired Work Experience
- At least 2 years experience in banking
Personal Attributes & Skills
- Self-starter / self -motivated individual
- Independent and strategic thinker
- Strong inter-personal skills
- Ability to prioritize and work under pressure
- Attention to detail
- Flexibility and Openness
- Collaboration/ Teamwork
- Process focus
- Strong communication & presentation skills
- Strong spreadsheet skills
Work Hours: 8
Experience in Months: 24
Level of Education: bachelor degree
Job application procedure
interested applicant please, Click here to apply
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