Location: Coast Region, Mt Kenya Region And Rift & West Region
The Regional Treasury Sales Dealer is responsible for driving Treasury and client relationship management business across a designated region. The role focuses on corporate, MSME, and retail clients, promoting FX products, advisory services, and hedging solutions to support the Bank's strategic growth and Tier 1 scaling objectives.
Key Responsibilities:
FX Sales & Revenue Generation
Achieve assigned regional FX sales targets through new client acquisition and portfolio growth.
Promote FX products including spot, forward contracts, swaps, and hedging solutions.
Develop tailored solutions for corporate and MSME clients to manage currency risk.
Client Relationship Management
Maintain and strengthen relationships with regional clients to increase loyalty and repeat business.
Provide advisory services on FX exposure, currency risk, and hedging strategies.
Resolve client inquiries and issues promptly to maintain high satisfaction levels.
Market Intelligence & Strategy Support
Monitor local and international FX market trends to provide insights into clients and management.
Support regional FX strategy development aligned with treasury and business objectives.
Collaborate with treasury and FX trading teams to deliver optimized client solutions.
Risk & Compliance Management
Ensure all client transactions comply with internal policies, regulatory requirements, and approved risk limits.
Compliance with regulatory requirements and guidelines.
Reporting & Collaboration
Prepare regular reports on regional FX sales performance, client engagement, and pipeline and maintain an active call sheet.
Work closely with regional branch teams, commercial banking, and MSME teams to drive crossselling and client solutioning.
Key Performance Indicators (KPIs):
Achievement of regional FX sales and revenue targets.
Growth in client portfolio (corporate, MSME, and retail clients).
Client retention and Satisfaction metrics.
Compliance with regulatory requirements and internal trading policies (100%).
Number of advisory and hedging solutions implemented for clients.
Timely and accurate reporting of regional FX Activity.
Qualifications & Experience:
Academic Qualifications:
Bachelor's degree in Finance, Economics, Banking, or related field (Master's preferred).
Professional certifications such as CFA, ACI, or relevant treasury/FX certifications are advantageous.
Experience:
Minimum 3 - 5 years of experience in Banking in a relationship management role.
Proven track record of achieving FX sales targets and managing client portfolios.
Experience working with corporate, MSME, and retail clients across regions.
Exposure to high-growth or transforming banking environments is an advantage