Main Responsibilities:
- Develop and implement the Treasury Sales Strategy to meet the targets set.
- Grow the bank’s treasury customer base through recruitment of new clients as well as ensuring high levels of customer service and relationship management for existing clients.
- Perform regular market analysis, ensuring that management is updated on Treasury market trends and behaviors; and appropriate responses are implemented.
- Effectively market all Treasury Products to customers, and ensure action is taken on feedback received from stakeholders so that products remain fit for purposes.
- Facilitate the understanding of treasury sales opportunities by staff in other departments i.e. Retail, Corporate etc. to achieve and surpass set targets.
- Assist to promote treasury products and provide treasury advisory services to the bank’s customers
- Work on business units’ referrals and structure tailor-made products /solutions to suit both customers’ hedging and investment needs.
- Effectively cross-sell treasury products by organizing training programs and updating business units on treasury product developments
- Gather treasury market intelligence to identify suitable products for product development.
- Assist in product development.
Daily Responsibilities.
- Monitor Foreign Exchange gains and volumes performance and provide suggestions for improvement.
- Own the Foreign Exchange trading and revaluation Profits and Loss account.
- To strengthen the NGOs portfolio penetration by working closely with Business units.
- Prepare and implement a weekly customer visit plan.
- Participate in client meetings, analyze client requirements and ensure implementation of solutions within agreed timeframes.
- Ensure compliance with the Regulatory framework and Internal policies.
- Conclude the Foreign Exchange deals (sale or purchase currencies) with clients on phone.
- Provide sales support for Treasury Management products and services
- Will be responsible for follow-up on cross-sales of specific treasury management customers and/or specific treasury management products
- Assist in internal training on treasury services & products for Corporate, Business Banking and Retail staff and other bank personnel, as appropriate.
- Meets with business teams to review their accounts and identify prospective customers for Treasury and cash management services.
- Drive implementation of sales team performance plans, coaching them and holding them accountable for productivity
Educational qualifications and work experience:
- Bachelor’s degree in accounting, Business administration, any other related field
- Professional Certification: ACI Certificate, is an added advantage
- A master’s degree in a business-related field is an added advantage.
- More than 5 years' experience in Banking industry experience, Relationship Management, Treasury Sales, and Client Relationship Management
Excellent communication and stakeholder management skills