Savings Officer at Excel and Grace Consulting

Job Summary

• The Savings Officer is responsible for promoting and mobilizing savings products, managing client accounts, and ensuring excellent customer service to clients.
• The officer will build relationships with clients, educate them on financial products, and support the financial inclusion mission of the institution.

Key Responsibilities

• Mobilize savings from individuals, groups, and institutions.
• Promote and cross-sell savings products and services to new and existing clients.
• Open and manage client accounts in accordance with internal policies and regulatory requirements.
• Educate clients on the importance of saving and the features of available products.
• Conduct regular follow-ups and relationship management with clients to ensure satisfaction and retention
• Achieve set targets for savings mobilization and client acquisition.
• Assist in organizing financial literacy and community outreach programs.
• Provide timely and accurate reports on savings performance to supervisors.
• Maintain accurate and up-to-date records of all transactions and client interactions.

Qualifications & Experience

• Diploma or Bachelor’s degree in Banking, Finance, Business Administration, or a related field.
• 1–3 years of experience in a similar role in a bank, SACCO, or microfinance institution.
• Proven experience in savings mobilization or client relationship management is an added advantage.
• Basic knowledge of financial products and services.
• Strong sales and marketing skills.