Work closely with the bank’s branches and business units to promote, grow, and cross-sell treasury products. Deliver tailored treasury solutions to clients, meeting their forex, hedging, and investment needs while increasing the bank’s share of wallet and achieving assigned revenue generation targets.

Responsibilities or duties

Business Development and Client Growth

• Develop a strong, loyal core SME customer base by building relationships with key decision-makers to grow business in line with set budgets and better understand customer needs.
• Actively follow up with internal counterparts in lending (credit) and Transaction Banking (SME) units on FX-related client requirements.
• Market defined treasury product offerings (e.g., Spot, Forward, and Swaps) to clients to boost business turnover and profitability.
• Strengthen SME customer penetration in foreign exchange and treasury products.
• Maintain high standards of customer service to increase market share with existing clients and expand the customer base.
• Grow the SME business franchise and contribute to the bank’s funding process by engaging customers interested in placing deposits to build liability clientele.
• Roll out and enhance e-channels for treasury products; migrate existing customers to the EazzyFX platform.
• Serve as the primary point of contact for treasury solutions servicing SME clients.

Market Awareness and Deal Execution

• Stay updated on the latest market developments, competitor tactics, and market intelligence.
• Track competitor products and marketing initiatives in the market.
• Conclude FX deals (currency sale or purchase) with clients via recorded phone and email.

Reporting and Performance

• Provide weekly reports on client growth, volume, and profitability within your portfolio.

Customer Service

• Handle customer-related queries promptly and ensure complete satisfaction.
• Uphold a professional service approach to enhance the bank’s reputation.

Compliance and Risk Management

• Adhere to all control requirements in line with Bank, Group, and Regulatory policies.
• Maintain full awareness of policies and procedures related to money laundering prevention and KYC.
• Understand and comply with policies on operational risk, market risk, reputational risk, and sales processes.
• Read, understand, and comply with all provisions of the ACI Code of Conduct.

Other Responsibilities

• Train and mentor other dealers and bank staff on foreign exchange, money market, and fixed income products to build team knowledge.
• Deputize the SME Sales Manager when required.
• Take on additional responsibilities as assigned by your supervisor or the Bank based on business needs.

Qualifications and Experience

• Bachelor’s degree in Business, Commerce, Finance, Economics, or a related field.
• ACI Dealing Certificate (mandatory).
• Master’s degree (added advantage).

Key Skills

• Strong understanding of treasury environment policies, procedures, and ethical requirements.
• Knowledge of interest rate risk management (including structural and behavioral analysis).
• Knowledge of liquidity and funding risk management.
• Knowledge of capital risk management.
• Solid grasp of financial markets and economic fundamentals.
• Familiarity with treasury, retail, corporate, and capital market products.
• Proficiency in Excel.
• Excellent communication skills.

Experience needed

At least 4 years of relevant working experience.

• Develop a strong, loyal core SME customer base by building relationships with key decision-makers to grow business in line with set budgets and better understand customer needs.
• Actively follow up with internal counterparts in lending (credit) and Transaction Banking (SME) units on FX-related client requirements.
• Market defined treasury product offerings (e.g., Spot, Forward, and Swaps) to clients to boost business turnover and profitability.
• Strengthen SME customer penetration in foreign exchange and treasury products.
• Maintain high standards of customer service to increase market share with existing clients and expand the customer base.
• Grow the SME business franchise and contribute to the bank’s funding process by engaging customers interested in placing deposits to build liability clientele.
• Roll out and enhance e-channels for treasury products; migrate existing customers to the EazzyFX platform.
• Serve as the primary point of contact for treasury solutions servicing SME clients.
• Stay updated on the latest market developments, competitor tactics, and market intelligence.
• Track competitor products and marketing initiatives in the market.
• Conclude FX deals (currency sale or purchase) with clients via recorded phone and email.
• Provide weekly reports on client growth, volume, and profitability within your portfolio.
• Handle customer-related queries promptly and ensure complete satisfaction.
• Uphold a professional service approach to enhance the bank’s reputation.
• Adhere to all control requirements in line with Bank, Group, and Regulatory policies.
• Maintain full awareness of policies and procedures related to money laundering prevention and KYC.
• Understand and comply with policies on operational risk, market risk, reputational risk, and sales processes.
• Read, understand, and comply with all provisions of the ACI Code of Conduct.
• Train and mentor other dealers and bank staff on foreign exchange, money market, and fixed income products to build team knowledge.
• Deputize the SME Sales Manager when required.
• Take on additional responsibilities as assigned by your supervisor or the Bank based on business needs.

• Strong understanding of treasury environment policies, procedures, and ethical requirements.
• Knowledge of interest rate risk management (including structural and behavioral analysis).
• Knowledge of liquidity and funding risk management.
• Knowledge of capital risk management.
• Solid grasp of financial markets and economic fundamentals.
• Familiarity with treasury, retail, corporate, and capital market products.
• Proficiency in Excel.
• Excellent communication skills.

• Bachelor’s degree in Business, Commerce, Finance, Economics, or a related field.
• ACI Dealing Certificate (mandatory).
• Master’s degree (added advantage).