A leading financial services organization operating within Kenya’s dynamic financial sector is inviting applications from qualified and motivated professionals to fill several open positions based in Nairobi. These roles span across banking, insurance, credit collections, and relationship management, offering an opportunity for individuals seeking to contribute to a customer-focused, performance-driven institution with a strong market presence.
The organization is committed to delivering innovative financial solutions, strengthening customer relationships, and supporting economic growth through responsible banking and insurance practices. As part of its continued growth and operational enhancement, the institution seeks individuals who demonstrate professionalism, accountability, customer focus, and the ability to perform in a structured and regulated environment.
The available positions include Senior Relationship Officer – SME, Universal Banker, Collections Officer, and Fixed Term – Life Insurance Telesales Officer – Digital. Each role plays a distinct and important function in supporting the organization’s objectives, enhancing service delivery, and ensuring sustainable business performance.
All roles are based in Nairobi and are open to candidates who can operate effectively in fast-paced environments while maintaining high standards of compliance and service excellence.
Open Positions Overview
- Senior Relationship Officer – SME
- Universal Banker
- Collections Officer
- Fixed Term – Life Insurance Telesales Officer – Digital
Detailed job descriptions for each position are outlined below.
Senior Relationship Officer – SME
Location: Nairobi
Role Overview
The Senior Relationship Officer – SME is responsible for managing and growing a portfolio of small and medium enterprise clients. The role focuses on building long-term client relationships, identifying business opportunities, and delivering tailored financial solutions that meet the needs of SME customers. The position requires a strong understanding of SME banking products, credit management, and relationship development.
Key Responsibilities
The officer will manage and grow an assigned portfolio of SME clients, ensuring that customer needs are met through appropriate financial products and services. This includes maintaining regular contact with clients, understanding their business operations, and offering relevant banking solutions.
The role involves identifying new business opportunities within the SME market segment through proactive client engagement, referrals, and market intelligence. The officer will be expected to onboard new SME customers in line with the organization’s policies and procedures.
The Senior Relationship Officer – SME will prepare and review credit proposals, ensuring that all required documentation is complete, accurate, and compliant with internal credit policies. The role includes monitoring approved credit facilities to ensure timely repayments and early identification of potential credit risks.
Another key responsibility is portfolio quality management. The officer will track account performance, manage delinquency levels, and work closely with credit and collections teams to address emerging issues.
The role requires collaboration with internal teams such as credit, operations, and product units to ensure efficient service delivery and resolution of customer issues.
The officer will also ensure adherence to regulatory requirements, internal controls, and compliance standards applicable to SME banking.
Universal Banker
Location: Nairobi
Role Overview
The Universal Banker role combines customer service, sales, and operational responsibilities within a branch or service outlet. The position is designed to provide end-to-end customer support by handling routine banking transactions, promoting financial products, and delivering a consistent and positive customer experience.
Key Responsibilities
The Universal Banker will attend to walk-in customers, addressing inquiries related to accounts, transactions, and general banking services. This includes processing deposits, withdrawals, transfers, and other routine banking activities in accordance with established procedures.
The role involves identifying customer needs and cross-selling relevant banking products and services, such as savings accounts, loans, digital banking solutions, and card services.
The banker will support account opening processes, ensuring all documentation is complete and compliant with regulatory and internal requirements.
Another responsibility includes resolving customer complaints and service issues promptly, escalating complex matters where necessary to ensure customer satisfaction.
The Universal Banker will also be responsible for maintaining accurate transaction records, balancing cash positions, and ensuring operational integrity within the assigned service area.
The role requires adherence to compliance, anti-money laundering, and know-your-customer guidelines while delivering efficient and courteous service.
Collections Officer
Location: Nairobi
Role Overview
The Collections Officer is responsible for managing overdue accounts and ensuring timely recovery of outstanding debts. The role plays a critical part in maintaining the quality of the loan portfolio and minimizing credit losses through effective follow-up and customer engagement.
Key Responsibilities
The officer will monitor assigned accounts to identify overdue payments and initiate appropriate follow-up actions in line with the organization’s collections policies.
This includes contacting customers through approved communication channels to remind them of outstanding obligations, negotiate repayment arrangements, and provide guidance on settlement options.
The role involves maintaining accurate records of collection activities, customer interactions, and payment commitments within the designated systems.
The Collections Officer will work closely with credit, customer service, and legal teams where necessary to resolve complex cases and support recovery efforts.
Another responsibility includes preparing regular reports on collection performance, recovery rates, and delinquency trends for management review.
The officer will ensure that all collection activities are conducted in a professional, ethical, and compliant manner, respecting customer rights and regulatory requirements.
Fixed Term – Life Insurance Telesales Officer – Digital
Location: Nairobi
Role Overview
The Fixed Term – Life Insurance Telesales Officer – Digital is responsible for promoting and selling life insurance products through digital and telephone-based channels. The role supports the organization’s insurance business by engaging prospective customers, explaining product features, and converting leads into policyholders.
Key Responsibilities
The telesales officer will contact potential and existing customers using digital platforms and telephone channels to promote life insurance products.
The role involves explaining product benefits, policy terms, and coverage options clearly and accurately to customers, addressing questions and concerns to support informed decision-making.
The officer will follow up on leads generated through digital campaigns, referrals, or internal sources to maximize conversion rates.
Another responsibility includes processing insurance applications, ensuring that all required information is captured correctly and submitted in line with internal procedures.
The telesales officer will maintain accurate records of customer interactions, sales outcomes, and follow-up activities within the organization’s systems.
The role also involves meeting assigned sales targets and performance indicators while maintaining high standards of customer service and compliance.
As a fixed-term position, the role contributes to specific business objectives within a defined period, requiring consistency, discipline, and results-driven performance.
Work Environment and General Expectations
All roles are based in Nairobi and operate within a structured, performance-oriented environment. Employees are expected to demonstrate professionalism, integrity, and accountability in their daily activities.
The organization emphasizes customer focus, operational efficiency, and compliance with regulatory and internal standards. Collaboration across teams is encouraged to ensure seamless service delivery and achievement of business goals.
Candidates selected for these roles will be required to adapt to evolving business needs, technological platforms, and customer expectations within the financial services sector.
Application Process
Interested candidates are invited to submit their applications through the designated application platform. All applications will be reviewed in line with the organization’s recruitment policies, and only shortlisted candidates will be contacted.
Applicants are encouraged to apply early, as positions may be filled before the closing date once suitable candidates are identified.
