Relationship Officer
2025-04-08T14:18:37+00:00
NBC
https://www.greattanzaniajobs.com/jsjobsdata/data/employer/comp_1810/logo/National%20Bank%20of%20Commerce%20(%20NBC%20).jpg
https://www.nbcbanking.com/
FULL_TIME
Mbeya
Dar es Salaam
00000
Tanzania
Banking
Commercial Banks
2025-04-21T17:00:00+00:00
Tanzania
8
Job Description
Sales and Relationship Management
Outputs to deliver this accountability:40%
- Maximize client profitability within agreed targets (Liabilities and non- interest revenue) by identifying, building, and deepening of relationships to gain incremental wallet share of the Business Banking clients by offering solutions through a wide range of products and services.
- Provide value added engagement, regular face to face meetings, consistent communication with clients by conducting meetings with clearly defined objectives and desired outcome.
- With the support of product specialists, intuitively recognize and understand clients’ business cycle, financial goals/needs and proactively provide holistic financial solutions.
- Create and maintain a pipeline of business opportunities and proactively master referrals to grow liabilities portfolio.
- Develop and maintain Customer Relationship Management Plan of Top 10 merchant’s clients and Top 10 non-borrowing clients
- Maintain accurate and up-to-date records of all actual and attempted client customer interactions (i.e. Call Reports)
Customer Service: 20%
Outputs to deliver this accountability:
- Proactively and professionally manage client experience by providing appropriate answers regarding products and services.
- Promptly respond to customer complaints and constantly provide regular feedback on unresolved issues.
- Keep accurate records of discussions or correspondences with clients
- Effectively co-ordinate client relationship/activities with another department within the bank.
- Educate customers on the bank’s products, services and procedures.
- Use client feedback to improve product and service offering
Compliance and Risk Management: 20%
Outputs to deliver this accountability:
- Build awareness and comply with KYC, AML, and Financial Sanctions and Prohibitions of Business Activity policies.
- Review the portfolio on a monthly basis and ensure that all documentation required (KYC, AML and Sanctions) are up to date, and escalate any unresolved KYC requirements to the relevant mandated holders.
- Check and signoff each of the digital channels such as NBC connect, Edu Connect, NBC Lipa Kiganjani, Merchant services, e-commerce, Edu Connect, Saccoss, SADAKA solution Identify potential problem accounts and communicate appropriate risk mitigating strategies by accessing excess report on daily basis, regular monitoring of client’s transactions.
- Research, read, and network to keep abreast of developments in various industry/sector to ensure adequate industry knowledge and potential risks and or opportunities.
Team and Networking
Outputs to deliver this accountability;10%
- Attend daily Branch meetings and knowledge sharing meetings
- Conducting and maintain constant dialogue/sharing of information with other departments (Retail and Corporate Credit, Corporate Banking, Retail Banking).
- Attend local functions/community/governmental and business development activities
- Develop and maintain contact with Product Specialists in other areas of the bank, including Corporate Banking, Treasury, and Retail Banking.
- Provide feedback into the performance review of other members of Cross function team
Self-Development
Outputs to deliver this accountability; 10%
- Comply and keep abreast of all policies, procedures, and circulars updates.
- Ensure self-development pertaining to career path to develop knowledge and skills
- Complete all critical compliance training
Other duties
- Perform all other duties as reasonably assigned.
Education and Experience Required:
- Degree – Business/Accounting/ICT
- 1-2 years banking experience
Knowledge, Skills and competences required:
- Strong financial and business skills
- PC skills and Microsoft Office
- Proven ability to develop and implement sales plans
- Clear understanding of credit process, and procedure
- Good problem solving and decision-making skills
- Good oral and written communication skills
- Good time management and organization skills
- Ability to work on team and support others
- Strong integrity and professionalism
- Good knowledge of Bank Products
Qualifications
Bachelor`s Degrees and Advanced Diplomas – Business, Commerce and Management Studies, Commercial mindset – Junior (Meets some of the requirements and would need further development), Customer Excellence – Service Delivery (Meets all of the requirements), Digital familiarity (Meets all of the requirements), Effective communication – Basic (Meets all of the requirements), Experience in a similar environment, Openness to change (Meets some of the requirements and would need further development), Product and/or Service Knowledge (Meets all of the requirements), Sales Management (Meets some of the requirements and would need further development)
Outputs to deliver this accountability:40% Maximize client profitability within agreed targets (Liabilities and non- interest revenue) by identifying, building, and deepening of relationships to gain incremental wallet share of the Business Banking clients by offering solutions through a wide range of products and services. Provide value added engagement, regular face to face meetings, consistent communication with clients by conducting meetings with clearly defined objectives and desired outcome. With the support of product specialists, intuitively recognize and understand clients’ business cycle, financial goals/needs and proactively provide holistic financial solutions. Create and maintain a pipeline of business opportunities and proactively master referrals to grow liabilities portfolio. Develop and maintain Customer Relationship Management Plan of Top 10 merchant’s clients and Top 10 non-borrowing clients Maintain accurate and up-to-date records of all actual and attempted client customer interactions (i.e. Call Reports) Customer Service: 20% Outputs to deliver this accountability: Proactively and professionally manage client experience by providing appropriate answers regarding products and services. Promptly respond to customer complaints and constantly provide regular feedback on unresolved issues. Keep accurate records of discussions or correspondences with clients Effectively co-ordinate client relationship/activities with another department within the bank. Educate customers on the bank’s products, services and procedures. Use client feedback to improve product and service offering Compliance and Risk Management: 20% Outputs to deliver this accountability: Build awareness and comply with KYC, AML, and Financial Sanctions and Prohibitions of Business Activity policies. Review the portfolio on a monthly basis and ensure that all documentation required (KYC, AML and Sanctions) are up to date, and escalate any unresolved KYC requirements to the relevant mandated holders. Check and signoff each of the digital channels such as NBC connect, Edu Connect, NBC Lipa Kiganjani, Merchant services, e-commerce, Edu Connect, Saccoss, SADAKA solution Identify potential problem accounts and communicate appropriate risk mitigating strategies by accessing excess report on daily basis, regular monitoring of client’s transactions. Research, read, and network to keep abreast of developments in various industry/sector to ensure adequate industry knowledge and potential risks and or opportunities. Team and Networking Outputs to deliver this accountability;10% Attend daily Branch meetings and knowledge sharing meetings Conducting and maintain constant dialogue/sharing of information with other departments (Retail and Corporate Credit, Corporate Banking, Retail Banking). Attend local functions/community/governmental and business development activities Develop and maintain contact with Product Specialists in other areas of the bank, including Corporate Banking, Treasury, and Retail Banking. Provide feedback into the performance review of other members of Cross function team Self-Development Outputs to deliver this accountability; 10% Comply and keep abreast of all policies, procedures, and circulars updates. Ensure self-development pertaining to career path to develop knowledge and skills Complete all critical compliance training Other duties Perform all other duties as reasonably assigned.
Strong financial and business skills PC skills and Microsoft Office Proven ability to develop and implement sales plans Clear understanding of credit process, and procedure Good problem solving and decision-making skills Good oral and written communication skills Good time management and organization skills Ability to work on team and support others Strong integrity and professionalism Good knowledge of Bank Products
Degree – Business/Accounting/ICT 1-2 years banking experience
JOB-67f5303dd5c5b
Vacancy title:
Relationship Officer
[Type: FULL_TIME, Industry: Banking, Category: Commercial Banks]
Jobs at:
NBC
Deadline of this Job:
Monday, April 21 2025
Duty Station:
Mbeya | Dar es Salaam | Tanzania
Summary
Date Posted: Tuesday, April 8 2025, Base Salary: Not Disclosed
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JOB DETAILS:
Job Description
Sales and Relationship Management
Outputs to deliver this accountability:40%
- Maximize client profitability within agreed targets (Liabilities and non- interest revenue) by identifying, building, and deepening of relationships to gain incremental wallet share of the Business Banking clients by offering solutions through a wide range of products and services.
- Provide value added engagement, regular face to face meetings, consistent communication with clients by conducting meetings with clearly defined objectives and desired outcome.
- With the support of product specialists, intuitively recognize and understand clients’ business cycle, financial goals/needs and proactively provide holistic financial solutions.
- Create and maintain a pipeline of business opportunities and proactively master referrals to grow liabilities portfolio.
- Develop and maintain Customer Relationship Management Plan of Top 10 merchant’s clients and Top 10 non-borrowing clients
- Maintain accurate and up-to-date records of all actual and attempted client customer interactions (i.e. Call Reports)
Customer Service: 20%
Outputs to deliver this accountability:
- Proactively and professionally manage client experience by providing appropriate answers regarding products and services.
- Promptly respond to customer complaints and constantly provide regular feedback on unresolved issues.
- Keep accurate records of discussions or correspondences with clients
- Effectively co-ordinate client relationship/activities with another department within the bank.
- Educate customers on the bank’s products, services and procedures.
- Use client feedback to improve product and service offering
Compliance and Risk Management: 20%
Outputs to deliver this accountability:
- Build awareness and comply with KYC, AML, and Financial Sanctions and Prohibitions of Business Activity policies.
- Review the portfolio on a monthly basis and ensure that all documentation required (KYC, AML and Sanctions) are up to date, and escalate any unresolved KYC requirements to the relevant mandated holders.
- Check and signoff each of the digital channels such as NBC connect, Edu Connect, NBC Lipa Kiganjani, Merchant services, e-commerce, Edu Connect, Saccoss, SADAKA solution Identify potential problem accounts and communicate appropriate risk mitigating strategies by accessing excess report on daily basis, regular monitoring of client’s transactions.
- Research, read, and network to keep abreast of developments in various industry/sector to ensure adequate industry knowledge and potential risks and or opportunities.
Team and Networking
Outputs to deliver this accountability;10%
- Attend daily Branch meetings and knowledge sharing meetings
- Conducting and maintain constant dialogue/sharing of information with other departments (Retail and Corporate Credit, Corporate Banking, Retail Banking).
- Attend local functions/community/governmental and business development activities
- Develop and maintain contact with Product Specialists in other areas of the bank, including Corporate Banking, Treasury, and Retail Banking.
- Provide feedback into the performance review of other members of Cross function team
Self-Development
Outputs to deliver this accountability; 10%
- Comply and keep abreast of all policies, procedures, and circulars updates.
- Ensure self-development pertaining to career path to develop knowledge and skills
- Complete all critical compliance training
Other duties
- Perform all other duties as reasonably assigned.
Education and Experience Required:
- Degree – Business/Accounting/ICT
- 1-2 years banking experience
Knowledge, Skills and competences required:
- Strong financial and business skills
- PC skills and Microsoft Office
- Proven ability to develop and implement sales plans
- Clear understanding of credit process, and procedure
- Good problem solving and decision-making skills
- Good oral and written communication skills
- Good time management and organization skills
- Ability to work on team and support others
- Strong integrity and professionalism
- Good knowledge of Bank Products
Qualifications
Bachelor`s Degrees and Advanced Diplomas – Business, Commerce and Management Studies, Commercial mindset – Junior (Meets some of the requirements and would need further development), Customer Excellence – Service Delivery (Meets all of the requirements), Digital familiarity (Meets all of the requirements), Effective communication – Basic (Meets all of the requirements), Experience in a similar environment, Openness to change (Meets some of the requirements and would need further development), Product and/or Service Knowledge (Meets all of the requirements), Sales Management (Meets some of the requirements and would need further development)
Work Hours: 8
Experience in Months: 24
Level of Education: bachelor degree
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