Relationship Officer

Responsibilities:

• Build, maintain, and strengthen relationships with new and existing clients to drive business growth.
• Identify client needs and recommend suitable financial products and services.
• Manage client accounts, ensuring proper documentation, timely updates, and compliance with internal policies.
• Conduct account reviews, track client transactions, and ensure proper reconciliation in line with accounting standards.
• Drive sales targets by actively sourcing new clients and promoting company financial products.
• Provide excellent customer service, resolve client issues promptly, and escalate complex concerns when necessary.
• Prepare financial reports, sales updates, and client engagement summaries for management review.
• Support credit assessment processes, including data collection, preliminary analysis, and follow-up with clients.
• Collaborate with internal teams such as credit, finance, and operations to ensure seamless service delivery.
• Stay updated on industry trends, regulatory changes, and competitor activities.

Requirements:

• HND/BSc in Accounting, Finance, Business Administration, or a related field.
• 2–3 years proven experience in a financial institution (finance, microfinance, banking, or related sector).
• Strong accounting knowledge with the ability to interpret financial statements.
• Demonstrated sales experience with a track record of meeting targets.
• Excellent written and verbal communication skills.
• Strong interpersonal and client-relationship management skills.
• Good understanding of financial products, credit processes, and customer service practices.
• Proficiency in MS Office tools (Excel, Word, PowerPoint).
• High level of integrity, attention to detail, and problem-solving skills