The Role

Specifically, the successful jobholder will be required to:

• Increase market penetration and share of wallet for allocated portfolio through deep understanding of individual client needs and providing suited cash management solution structures at agreed pricing or fees.
• Understand the clients’ ecosystem in terms of Cash Management needs and create opportunities with their anchors- buyers-suppliers so they can benefit from the Business value chain.
• Partner and work closely with relationship managers in account planning for the corporate customers and ensure account plans contain appropriate information on wallet sizing opportunities and strategy for cash management solutions.
• Identify opportunities for new business with banks clients in portfolio and work with the relevant stakeholders to turn these opportunities into revenue for the bank as well as ensure attainment of all cash management sales target.
• Oversee prospect qualification, aggressive customer engagement and negotiations, solution presentations and solution-based proposals and implementation, additionally, confer with implementation team to confirm solution’s capability to avoid mis selling.
• Create and own a cash management business pipeline from initiation to value realization and customer satisfaction.
• Maintain a detailed and an up-to-date knowledge of the bank’s comprehensive integrated channels capabilities and their application to client needs and use this knowledge in structuring solutions.
• Frequently review client’s satisfaction with solutions provided within the quarter as an after sales service check to strengthen relationship and contentment.
• Be responsible for compliance to bank processes, procedures, risk controls and co-ordinate implementation of all audit recommendations.

Skills, Competencies and Experience

The successful candidate will be required to have the following skills and competencies:

• A Bachelor’s degree in business administration, finance or any other business related degree with at least 2 years banking experience.
• Good knowledge of cash management products covering e-payments, collections and liquidity management.
• Strong marketing, presentation and decision-making ability coupled with basic knowledge of transactional banking products.
• Experience in managing and solutioning highly demanding corporate customers.
• Proactive, assertive and highly adaptable to change with strong analytical and customer centric mindset.
• Excellent customer service coupled with strong communication, leadership and people management skills.
• Ability to analyze data, information and situations, for effective work performance with excellent attention to details and quality outputs.

How to Apply

If you are confident that you fit the role and person profile and you are keen to add value to your career then please forward your application enclosing detailed Curriculum Vitae to jobs@co-opbank.co.ke indicating the job reference number PM-CMS/CIBD/2025 by 10th March 2025.