Jobs 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.

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Job Summary

• The Branch Supervisor is responsible for overseeing the daily operations of the branch, ensuring compliance with financial regulations, maintaining high levels of customer service, and supporting staff performance.
• This role acts as a liaison between the branch staff and upper management and ensures that branch goals are met efficiently and effectively.

Key Responsibilities

• Supervise daily branch operations including cash management, account processing, and loan disbursements.
• Ensure all financial and operational policies and procedures are followed.
• Lead, train, and motivate branch staff to ensure high performance and productivity.
• Conduct regular performance evaluations and provide coaching or disciplinary action when necessary.
• Schedule and manage shifts to maintain optimal branch coverage.
• Resolve customer complaints and issues in a timely and professional manner.
• Support frontline staff in delivering excellent service.
• Develop and maintain strong customer relationships to encourage repeat business and referrals.

Qualifications

• Education: Bachelor's degree in Business Administration, Finance, Accounting, or a related field.
• Experience: Minimum 3 - 5 years of experience in a banking or financial services environment, with at least 1 year in a supervisory role.

Skills:

• Strong leadership and team management abilities
• Excellent communication and interpersonal skills
• Analytical and problem-solving capabilities