Treasury Dealer SME job at KCB Bank

About Us

KCB Group is registered as a non-operating holding company which started operations as a licensed banking institution with effect from January 1, 2016. The holding company oversees KCB Kenya – incorporated with effect from January 1, 2016 – and all KCB’s regional units in Uganda, Tanzania, Rwanda, Burundi, Ethiopia and South Sudan. It also owns KCB Insurance Agency, KCB Capital, KCB Foundation, National Bank of Kenya, and all associated companies. The holding company was set up to among other things to enhance the Group’s capacity to access unrestricted capital and also enable investment in new ventures outside banking regulations, achieve operational and strategic autonomy for the Group’s operating entities and enhance corporate governance across the Group and oversight in the management of subsidiaries. Related documentation: Group Name Change, Name Change Certificate, KCB Advise on Non-Operating Holding Company, KCB Group Structure, Kenya Gazette Notice.

• Generate high volume of quality business from existing customers via daily calls and client visits.
• Ensure existing and prospective Forex customers are served through daily and / or regular telephone calls and client visits.
• Actively identify and seek prospects from market and customer spectrum to drive and grow Treasury Forex income and FX business share of wallet per customer.
• Plan and document all customer calls. Prepare Weekly Customer Calling Plan and ensure it’s adhered to. Ensure all Calls are documented, and reports circulated to other business and internal units.
• Ensure a daily Forex and Money Market Update report is distributed to our existing and prospective customers prior to market opening.
• Monitor/ Track and document Competitor Actions and their impact on the Bank especially FX Business.
• Price customer Term/Fixed and call deposits in line with bank policy.
• Carry out all trading activity within set approved limits to mitigate counter-party risk.
• Ensure a cordial and vibrant relationship with all treasury clients and other financial Institutions to foster Business growth.
• Support Team in monitoring Cash Balances across branches.
• Take an active part in deposit mobilization to enable the bank grow its deposit base and boost liquidity.
• Employ the stellar customer service principles in the unit with respect to handling both internal and external customers.