Relationship Officer, Personal Banking
2025-08-16T14:14:21+00:00
DCB Commercial Bank
https://cdn.greattanzaniajobs.com/jsjobsdata/data/employer/comp_5992/logo/dcb.png
https://www.dcb.co.tz/
FULL_TIME
Dar es Salaam
Dar es Salaam
00000
Tanzania
Banking
Admin & Office
2025-08-29T17:00:00+00:00
Tanzania
8
We are currently seeking a qualified candidate to fill the role of Relationship Officer, Personal Banking. The successful candidate will play a key role in advising clients, fostering business growth, providing financial investment guidance, ensuring customer satisfaction, retaining existing clients, and acquiring new customers through sales activities.
Key Responsibilities
- Promote and sell various liability products offered by the bank, aiming to attract low-cost deposits from diverse customer segments.
- Source current and savings accounts.
- Seek new customers through existing leads, referrals, cold calling, and other methods to maximize lead generation while ensuring timely follow-through and a healthy closure rate of leads.
- Advise customers on available bank products and services based on an understanding of their financial needs and recommend appropriate solutions.
- Conduct planned direct promotion and marketing activities for products and services offered by the bank and cross-sell secured assets where relevant.
- Adhere to the expected level of due diligence, internal policies, and KYC norms while opening new accounts.
- Establish and maintain effective relationships with customers while offering a high level of customer service.
- Screen clients with regard to eligibility requirements for loan conditions.
- Prepare loan application documents in line with the bank’s latest credit policy and procedural manual.
- Proactively conduct pre- and post-monitoring visits to clients, ensuring their ability to make repayments based on their financial and personal circumstances.
- Achieve prescribed disbursement and deposit weekly and monthly targets.
- Write and submit periodic status reports to the branch manager, including daily activity reports and details of calls/follow-ups made.
Background Qualifications and Experience
- Bachelor’s degree from a recognized tertiary institution.
- 3 years’ experience in a sales and client management role in a financial institution.
- Knowledge of the banking industry, banking products, services, and regulations.
- Good working knowledge of the personal banking sector and its practices in Dar es Salaam.
- Strong selling and negotiation skills.
- Customer-centric with excellent communication skills.
Promote and sell various liability products offered by the bank, aiming to attract low-cost deposits from diverse customer segments. Source current and savings accounts. Seek new customers through existing leads, referrals, cold calling, and other methods to maximize lead generation while ensuring timely follow-through and a healthy closure rate of leads. Advise customers on available bank products and services based on an understanding of their financial needs and recommend appropriate solutions. Conduct planned direct promotion and marketing activities for products and services offered by the bank and cross-sell secured assets where relevant. Adhere to the expected level of due diligence, internal policies, and KYC norms while opening new accounts. Establish and maintain effective relationships with customers while offering a high level of customer service. Screen clients with regard to eligibility requirements for loan conditions. Prepare loan application documents in line with the bank’s latest credit policy and procedural manual. Proactively conduct pre- and post-monitoring visits to clients, ensuring their ability to make repayments based on their financial and personal circumstances. Achieve prescribed disbursement and deposit weekly and monthly targets. Write and submit periodic status reports to the branch manager, including daily activity reports and details of calls/follow-ups made.
Bachelor’s degree from a recognized tertiary institution. 3 years’ experience in a sales and client management role in a financial institution. Knowledge of the banking industry, banking products, services, and regulations. Good working knowledge of the personal banking sector and its practices in Dar es Salaam. Strong selling and negotiation skills. Customer-centric with excellent communication skills.
JOB-68a0923d3262b
Vacancy title:
Relationship Officer, Personal Banking
[Type: FULL_TIME, Industry: Banking, Category: Admin & Office]
Jobs at:
DCB Commercial Bank
Deadline of this Job:
Friday, August 29 2025
Duty Station:
Dar es Salaam | Dar es Salaam | Tanzania
Summary
Date Posted: Saturday, August 16 2025, Base Salary: Not Disclosed
Similar Jobs in Tanzania
Learn more about DCB Commercial Bank
DCB Commercial Bank jobs in Tanzania
JOB DETAILS:
We are currently seeking a qualified candidate to fill the role of Relationship Officer, Personal Banking. The successful candidate will play a key role in advising clients, fostering business growth, providing financial investment guidance, ensuring customer satisfaction, retaining existing clients, and acquiring new customers through sales activities.
Key Responsibilities
- Promote and sell various liability products offered by the bank, aiming to attract low-cost deposits from diverse customer segments.
- Source current and savings accounts.
- Seek new customers through existing leads, referrals, cold calling, and other methods to maximize lead generation while ensuring timely follow-through and a healthy closure rate of leads.
- Advise customers on available bank products and services based on an understanding of their financial needs and recommend appropriate solutions.
- Conduct planned direct promotion and marketing activities for products and services offered by the bank and cross-sell secured assets where relevant.
- Adhere to the expected level of due diligence, internal policies, and KYC norms while opening new accounts.
- Establish and maintain effective relationships with customers while offering a high level of customer service.
- Screen clients with regard to eligibility requirements for loan conditions.
- Prepare loan application documents in line with the bank’s latest credit policy and procedural manual.
- Proactively conduct pre- and post-monitoring visits to clients, ensuring their ability to make repayments based on their financial and personal circumstances.
- Achieve prescribed disbursement and deposit weekly and monthly targets.
- Write and submit periodic status reports to the branch manager, including daily activity reports and details of calls/follow-ups made.
Background Qualifications and Experience
- Bachelor’s degree from a recognized tertiary institution.
- 3 years’ experience in a sales and client management role in a financial institution.
- Knowledge of the banking industry, banking products, services, and regulations.
- Good working knowledge of the personal banking sector and its practices in Dar es Salaam.
- Strong selling and negotiation skills.
- Customer-centric with excellent communication skills.
Work Hours: 8
Experience in Months: 36
Level of Education: bachelor degree
Job application procedure
Interested in applying for this job? Click here to submit your application now.
All Jobs | QUICK ALERT SUBSCRIPTION
