JOB SUMMARY:

• To provide professional treasury services to the banks existing and potential business, Commercial and Retail clients with a view to
• increase FX flows.
• To manage, develop and grow the FX portfolio of the dealing clients within SBM Bank branch clusters.
• To implement the sales plans to ensure that ambitious revenue targets based on the Bank’s 10X growth plan are achieved.
• To plan, co-ordinate and monitor growth of sales on FX products.

KEY RESPONSIBILITIES:

• Develop a clear, concise and focused sales plan in light of existing treasury sales strategy, detailing activities to be carried out to ensure sales targets are met.
• Develop a database of qualified leads through referrals, telephone canvassing, face to face, cold calling on business owners, direct mail, emailing and networking.
• Persistently acquire new retail and corporate forex clients from a particular cluster and sector(s) allocated and within specified target sectors.
• Sells consultatively and makes recommendations to prospects and clients on various solutions the bank has to offer to their business issues
• Developing and maintaining solid relationships with new clients.
• Keeping customers informed on what is happening in the market and concluding deals with them within approved limits.
• Carrying out market intelligence and collating new information on market trends and competitor activities on behalf of the bank and treasury department.
• Sales administration – Maintains accurate records of all sales and prospecting activities including call reports, client pipelines, new client’s database, sales progress reports and other reports as requested.
•  Provide ongoing product training to all business clients RMs, BDs and branch staff.
• To assist in marketing of new FX products.
• To participate in various client functions, conduct client surveys and conduct Focus groups to ensure product and market intelligence feedback is solicited, and used in a way which enhances SBM Bank’s competitive position.

KEY RELATIONSHIPS:

Direct Reports to this Position

• N/A

Customers of this Position

• All External FX customers

REQUIREMENTS

Knowledge; Skills and Experience required for this Role

• Graduate from an accredited university in a business related field.
• 3 years experience in a banking institution or FMCG
• Basic knowledge on SME and Corporate banking products and services.
• Excellent networking skills and a sound knowledge of the banking environment.
• Very strong interpersonal skills.

Competencies Required for this Role

• Effective Communicator
• Ability to Listen
• Asks Great Questions
• Problem Solver
• Well Organized
• Self-Starter and Self-Finisher
• Positive Self Image
• Well Mannered and Courteous
• Naturally Persuasive
• Person of Integrity