Job Description
JOB PURPOSE
Deputies the CEO and oversee the Operations for (FOSA, Marketing & Business Development, Loan
Processing, Human Resource & Administration Departments) manage the processes and effective
implementation of Operation policies and controls systems.
3. MAIN RESPONSIBILITIES OF THE JOBS
Leadership and policy management:
a) Deputize the Chief Executive Officer during periods of absence, and in relation to specific matters,
issues of Society operations as delegated from time to time.
b) Overall, in charge of the Marketing and customer service, Loan Processing, Human Resource &
Administration units.
c) Assist the CEO in the development and implementation of strategies for the SACCO.
d) Effective and efficient implementation of policies, procedures, and guidelines.
e) Putting in place an effective marketing strategy for Society’s products and services.
f) Effective and efficient implementation of the credit policy, procedures, and guidelines.
g) Provide technical advice and support to the Management on all departmental matters.
Financial planning, credit management, budgeting, and reporting:
h) Preparation and presentation of accurate and timely monthly reports and records including loan
performance, membership information and marketing initiatives, and staff and office matters.
i) Periodic review and reporting on emerging operations issues/limitations.
j) Preparing annual marketing plan, departmental budget and ensuring their effective implementation.
k) Provide technical advice and support on all matters relating to credit management.
l) Preparation of periodic reports on loan performance, membership information and marketing
initiative/outcome.
Business development and member (customer) management:
m) Ensure corporate image and brand visibility by coordinating implementation of media and public
relations plan to create awareness.
n) Lead in product development and service enhancement.
o) Spearheading the Society’s marketing activities and leading the marketing team in achieving its
objectives.
p) Identify and prioritize attractive market opportunities by identifying and analyzing market segments,
market size, industry trends, market needs, competition, product usage and profit potential.
q) Marketing and selling the society’s products to the members and potential members by making
presentations to institutions in support of various commercial services and products.
r) Enhance customer experience through effective customer relationship management.
Human resources, administration and people management:
s) Co-ordinate human resource planning, recruitment, development, management and discipline.
t) Ensure staff retention and motivation through training and continuous development.
u) Carry out performance appraisal/management and training needs assessment on annual basis.
v) Ensure proper records management and safe custody
w) Ensure achievement of set performance targets and conducting performance appraisal in the
department.
x) x) Procurement/supplies management.
Risk management and compliance:
y) Ensure strict compliance with legal, regulatory and institutional requirements.
z) Periodic review and reporting on emerging credit issues/limitations.
4. KNOWLEDGE, SKILLS AND EXPERIENCE
Minimum level of academic qualification, skills and knowledge required to perform effectively in
the role:
a) A Bachelor’s Degree in Business Administration or a related field.
b) Knowledge on relevant ERP will be an added advantage.
c) Proficient in Microsoft office suite
Minimum level of professional qualification required to perform effectively in the role:
A professional accounting qualification CPA-K /ACCA/ACA/CFA and a member in good standing with
ICPAK or relevant professional body.
Minimum months or years of experience required to have to be appointed to the position:
A minimum of 8 years working experience, 5 years of which must be in a management position.
5. KEY PERFORMANCE INDICATORS
a) Institutional policies and procedures in place.
b) Effective Credit Management policies and implementation
c) Customer service and retention ratios
d) Growth-Membership, Loans, Deposits
e) Efficiency and effectiveness in Sacco Operations-Credit, Membership
f) Effective Human Resource management policies and practices
g) Staff retention, productivity and satisfaction ratios
h) Efficiency of Procurement services.
i) Preparation of Board papers.
j) Institutional compliance to relevant laws and regulations
6. SKILLS & COMPETENCIES
Technical Skills:
a) Good knowledge of the market and the Society’s products and
services. b) Strong analytical skills.
c) Self-confidence and motivated.
d) Excellent communication and presentation with strong written and oral skills.
e) Good people, interpersonal and networking skills.
f) Knowledgeable with working experience of the relevant ERP software.
g) Leadership and Management
h) Knowledge Management
i) Performance Management
j) Human Resource management
k) People Management
Behavioral skills:
a) Explores places/situation to maximize innovation for the Society.
b) Makes procedural suggestion to encourage progress towards a define objectives.
c) Consistently treating all people with dignity, fairness, respect and inspires the team.
d) Fosters an environment within the Society that is concerned with delivering the highest quality
service to client.
e) Articulates a vision for operational excellence, including the strategic, long -term management of
finance and people.
f) Models experimentation and learning from trying new approaches.
g) Leverages on the strength of other to accomplish the set objectives.
h) Empowers the team to be effective and champions continuous improvement.