BANK OF AFRICA - KENYA LIMITED (BOA-KENYA) is a commercial bank providing banking services to corporate, SME and retail clientele.

SME Sales Trainee

Job Purpose:

The role’s purpose is for the successful candidate to be developed into a Business Resource that shall be able to execute SME business for the branch through customer acquisition and retention in line with the Bank’s Strategy.

Key Responsibilities:

Financial Management

• Develop new relationships with SME clients with an aim of increasing the number of SME accounts, attaining good quality asset and liabilities book for the branch in line with the set budgets.
• Participate in marketing activities within the business area in order to maximize an appropriate growth in business.

Customer Service

• Ensure timely and accurate processing of customer requests and loan applications as per laid down SLAs and documented procedures.
• Relationship management on the assigned SME portfolio.

Internal processes

• Ensure optimal and relevant product offerings to the SME clients.
• Complete all the documents relating to the loan application and prepare the proposal for credit analysis and approval as per bank’s credit policy.

Learning and growth

• Product / Service Knowledge on bank Products (Avg. Score for Product Knowledge Test)
• Enhanced cross selling skills to improve the client’s product equipment rate

Qualifications

University Degree preferably in Business related field such as Economics, Finance & Accounting from recognized institution by Commission for University Education.

• Develop new relationships with SME clients with an aim of increasing the number of SME accounts, attaining good quality asset and liabilities book for the branch in line with the set budgets.
• Participate in marketing activities within the business area in order to maximize an appropriate growth in business.
• Ensure timely and accurate processing of customer requests and loan applications as per laid down SLAs and documented procedures.
• Relationship management on the assigned SME portfolio.
• Ensure optimal and relevant product offerings to the SME clients.
• Complete all the documents relating to the loan application and prepare the proposal for credit analysis and approval as per bank’s credit policy.
• Product / Service Knowledge on bank Products (Avg. Score for Product Knowledge Test)
• Enhanced cross selling skills to improve the client’s product equipment rate

• Customer Acquisition
• Customer Retention
• Relationship Management
• Sales and Business Development
• Product Knowledge
• Cross-selling

• University Degree preferably in Business related field such as Economics, Finance & Accounting from recognized institution by Commission for University Education.