Regional Treasury Sales Dealer at Family Bank Ltd

About the Role

The Regional Treasury Sales Dealer is responsible for driving Treasury and client relationship management business across a designated region. The role focuses on corporate, MSME, and retail clients, promoting FX products, advisory services, and hedging solutions to support the Bank's strategic growth and Tier 1 scaling objectives.

Location

• Coast Region
• Mt Kenya Region
• Rift & West Region

Key Responsibilities

FX Sales & Revenue Generation

• Achieve assigned regional FX sales targets through new client acquisition and portfolio growth
• Promote FX products including spot, forward contracts, swaps, and hedging solutions
• Develop tailored solutions for corporate and MSME clients to manage currency risk

Client Relationship Management

• Maintain and strengthen relationships with regional clients to increase loyalty and repeat business
• Provide advisory services on FX exposure, currency risk, and hedging strategies
• Resolve client inquiries and issues promptly to maintain high satisfaction levels

Market Intelligence & Strategy Support

• Monitor local and international FX market trends to provide insights to clients and management
• Support regional FX strategy development aligned with treasury and business objectives
• Collaborate with treasury and FX trading teams to deliver optimized client solutions

Risk & Compliance Management

• Ensure all client transactions comply with internal policies, regulatory requirements, and approved risk limits
• Maintain compliance with all regulatory requirements and guidelines

Reporting & Collaboration

• Prepare regular reports on regional FX sales performance, client engagement, and pipeline
• Maintain an active call sheet
• Work closely with regional branch teams, commercial banking, and MSME teams to drive cross-selling and client solutioning

Key Performance Indicators

• Achievement of regional FX sales and revenue targets