Financial Institutions Relationship Manager at Co-operative Bank of Kenya

The role

The successful jobholder will be expected to:

• Originate new business opportunities with Financial Institutions (interbank lending, treasury, trade finance, custody services, correspondent banking).
• Cross-sell the full suite of banking products to deepen wallet share from existing relationships.
• Structure competitive yet profitable solutions, negotiating rates, fees, and terms.
• Consistently achieve and exceed financial targets for revenue, net interest income, and fees.
• Develop and execute strategic account plans for key FI clients.
• Engage senior client stakeholders (CFOs, Treasurers, CEOs) to align solutions with client strategies.
• Act as the primary source of market intelligence, monitoring performance, industry trends, and competitor activity.
• Track and optimize client profitability (RAROC).
• Prepare and submit comprehensive credit proposals for client exposures.
• Ensure strict compliance with KYC/AML policies and CBK regulations.
• Proactively monitor the financial health and creditworthiness of all FI clients.
• Guarantee that all legal documentation (ISDA, CSA, GMSLA, Credit Agreements) is accurately executed and maintained.
• Coordinate transaction execution seamlessly with Treasury, Trade Finance, Legal, and Operations.
• Resolve client issues promptly and effectively as the primary escalation point.
• Conduct regular service reviews to ensure SLAs and client expectations are consistently met.
• Maintain an accurate CRM pipeline and provide regular performance reports to senior management.
• Share market insights and contribute to portfolio growth strategies.
• Foster teamwork across internal business and support units for a seamless client experience.

Qualifications, Skills & Attributes

The successful jobholder will be required to possess the following qualifications: 

• A degree in Business, Economics, Banking/Finance, or related field. A Master’s degree or professional certifications (e.g., ACI, CFA, CPA(K)) is a strong advantage.
• Formal training in lending and relationship management.
• 5–7 years’ proven experience in relationship management within a commercial bank, FI, or treasury environment.
• Demonstrable record of achieving and surpassing revenue and business growth targets.
• Strong knowledge of financial products: treasury, trade finance, cash management, and credit.
• Skilled in credit analysis, structuring deals, and senior-level negotiations.
• Deep understanding of the Kenyan financial market and CBK regulatory framework.