Typical duties include reviewing financial reports, monitoring accounts, and preparing activity reports and financial forecasts. Financial managers also investigate ways to improve profitability, and analyze markets for business opportunities, such as expansion, mergers or acquisitions.

Develop and maintain professional understanding of customer base to assist Banker deepening current relationships.

Perform as key contact for selected customer relationships under Banker guidance.

Initiate apt activities to ensure on time and scheduled response to customers.

Ensure to alert Banker with respect to any delays along with potential issues.

Support to open and link new accounts on One Source.

Provide assistance to Banker to attain approval on new account openings.

Review independently all documents and link entire customer accounts to suitable relationship.

Provide securities details, quotes and valuations to customers.

Implementation of evaluation policies and strategies.
Management of the evaluation process.
Facilitation of knowledge building and knowledge sharing on monitoring and evaluation.
Participate in and contribute to the finalization of monitoring and Evaluation frameworks for the Fund project.
Develop monitoring and evaluation tools and processes for the fund grants;
Provide technical support to the SRs to strengthen their monitoring and evaluation systems.
Update as necessary Monitoring and Evaluation plans, consistent with the national M&E framework, in consultation with the MOH and the National Programmes.
Strengthen systems and tools, and training materials to train the MOH and other implementing partners personal.

Handle transactions and answer customer queries.
Decipher customer needs and offer the best solution based on proper company policies.
Effectively communicate ideas, suggestions and answers.
Refer customers to people who specialize with the type of problem or query they present.
Complete complex money-related transactions.
Offer upgrades and new banking services or products.
Skills
Effective listener and communicator.
Good problem solving and troubleshooting skills.
Ability to handle money and ability to remember details of transaction services.
Ability to follow instructions and procedures up to the tiniest detail.
Keen eye for detail and the drive to serve satisfactorily.
Must have good computer skills.
Establish and promote cordial relationship with customers, ensuring prompt attendance to their inquiries and solving
their problems to grant them maximum satisfaction
Ensure that customers’ confidential information is properly protected and only used for official purposes
Be involved in performing some financial related and marketing transactions
Channel complex customer complaints and challenges to the right quarters for effective resolution

Participate in planning and budgeting, preparation of work plans, implementation of planned activities and monitoring/ reporting of progress.
Facilitate and monitor the implementation of planned activities and community level engagements.
Mobilize and facilitate the engagements of stakeholders during planning and development meetings, workshops and seminars.
Identify local level partners, support and facilitate the partnership in the implementation of planned activities.
Facilitate stakeholders and partners in supervision and monitoring of programmatic activities.
Support the collection and documentation of impact and success stories on monthly, quarterly, semiannual and annually.
Maintain and update FMNR Database on a monthly basis
Documentation of evidence based impact stories.