Senior Associate, Transactional Banking Sales at I&M Bank

Job Purpose:

The job holder is responsible for managing assigned Transactional Banking products and delivering end-to-end product objectives.

This includes monitoring financial and non-financial performance, driving product capability enhancements, supporting future product strategy, ensuring risk and governance oversight, and contributing to the implementation of the balance sheet strategy.

Roles & Responsibilities

Key Responsibilities:

Drive market penetration and share of wallet growth within the assigned portfolio by positioning and selling relevant Transactional Banking solutions to clients.

Promote digital products to new and existing customers to deepen product adoption and expand the bank’s Transactional Banking footprint.

Identify new business opportunities and work with internal stakeholders to convert opportunities into sustainable revenue.

Monitor cash management revenue lines and support resolution of income leakage by working closely with Finance and relevant business teams.

Recommend appropriate products and services based on a clear understanding of corporate and business banking client needs.

Support deal closure and achievement of cash management sales targets within the assigned portfolio.

Manage prospect qualification, customer negotiations, solution presentations, and implementation of tailored client solutions.

Collaborate with Relationship teams to develop local product and sales plans aligned to Transaction Banking objectives.

Assess client ecosystems to identify cash management opportunities across collections, payments, integrations, and broader business chains.

Support structured training and sensitization programs for branches, Relationship Managers, Business Managers, and Relationship Officers.

Drive digital channel utilization and adoption of digital products, collections, payment integrations, and partnership solutions.

Maintain client satisfaction through post-sales follow-up, proactive issue resolution, adherence to SLAs, and support for effective product utilization.

Financial Responsibility:

Support revenue realization by ensuring timely implementation, training, utilization follow-up, and resolution of issues affecting transaction activity.

Provide performance and service reports that support portfolio tracking, customer adoption, service quality, and cross sell revenue assurance.

Academic Qualifications:

Bachelor’s Degree in a Social Science or related field

Professional Qualifications / Membership to professional bodies/ Publication:

Relevant professional qualification.

Member of a relevant professional body.

Work Experience Required:

Up to Four (4) years’ relevant experience in a similar organization.

Competencies:

Strong leadership skills.

Demonstrate high levels of integrity.

Excellent communication and interpersonal skills.

Similar open roles

• Relationship Manager, Priority Banking at Standard Chartered Bank KenyaStandard Chartered Bank Kenya · Nairobi
• Business Development Executive – Pension at Prudential Life Assurance KenyaPrudential Life Assurance Kenya · Nairobi
• International Sales Executive, Overseas Markets (2 Positions) at Gap Recruitment Services LimitedGap Recruitment Services Limited · Nairobi
• Logbook Sales Manager -NairobiPhoenix Capital Limited · Nairobi
• Senior Sales Specialist at Zoomlion Kenya LimitedZoomlion Kenya Limited · Nairobi
• Business Executive – Somali Speaking at JumiaJumia · Nairobi