Transactional Banker (4 Positions)
Opportunity Bank
About this role
Grounded in strong ethical values and a transformational goal to serve the poor, Opportunity Bank delivers tailored lending, savings, and financial inclusion solutions while maintaining high standards of governance, risk management, and community support. We value integrity, professionalism, and positive impact, and are committed to fostering economic opportunity and long-term partnerships across the communities we serve.
Responsibilities
- Manage transactional banking relationships with assigned SME customers.
- Understand customers’ business operations, cash flows and financial needs and recommend suitable banking solutions.
- Acquire new customers and identify opportunities to increase the bank’s share of customers’ transactional business.
- Grow customer transaction volumes, deposits and non-funded income/fee revenue.
- Provide solutions around:
- – Cash management
- – Payments and collections
- – Local and international transfers
- – Internet/corporate banking
- – Foreign exchange
- – Trade finance
- Work with Relationship Managers to identify opportunities and develop customer proposals and solution structures.
- Coordinate with Operations to ensure customer transactions are processed accurately and within agreed turnaround times.
- Monitor customers’ transaction activity and identify opportunities for cross-selling and upselling.
- Prepare customer presentations, proposals, pricing requests and other business documentation.
- Monitor transaction volumes, revenues, customer profitability and pipeline performance.
- Ensure all customer activities comply with KYC, AML, sanctions, risk and regulatory requirements.
- Resolve transaction-related customer complaints and coordinate with internal departments to address service issues.
- Maintain strong relationships with customers and regularly conduct customer visits/reviews.
- Keep up to date with changes in transaction banking products, digital banking, payments and trade finance.
- Work closely with SME Banking, Treasury, Credit, Operations, Compliance and Technology teams
Requirements
- Bachelor’s degree in Business Administration, Commerce, Economics, Finance, Accounting or a related field.
- Banking or financial-services experience, preferably in corporate, commercial, SME or transaction banking.
- Minimum of 3 years’ experience in the banking/financial services sector.
Required Skills
Strong sales and business-development skillsGood knowledge of banking regulations, KYC and AML requirements.