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Personal Assistant at NBC

NBC is the oldest serving bank in Tanzania with over five decades of experience. We offer a range of retail, business, corporate and investment banking, wealth management products and services.

Job Summary

The Personal Assistant (PA) to the Director – Corporate & Investment Banking provides high-level strategic, administrative, and coordination support to ensure the effective functioning of the CIB leadership office as well as Credit leadership
The role requires absolute professionalism, discretion, strong business acumen, and the ability to operate confidently with senior executives, regulators, clients, and internal stakeholders

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Job Description​

Accountability:  Director’s Office Management, Hospitality and Resource Support

  • Manage both calendars for CIB & Credit Director’s calendars, meetings, travel, and priorities to ensure optimal time utilization.
  • Act as the primary point of contact between the CIB & Credit Director and internal/external stakeholders.
  • Prepare agendas, briefing packs, presentations, and meeting materials for various engagements
  • Track follow-ups, action items, and deliverables arising from various engagements.
  • Coordinate and arrange appropriate refreshments for executive and client meetings in line with company hospitality standards and, where applicable, client preferences.
  • Maintain hospitality inventory (tea, coffee, water, and related supplies) and ensure timely replenishment.
  • Ensure meeting areas are clean, well-organized, and reset promptly after engagements.
  • Ensure CIB and Credit staff are equipped with appropriate and functional working tools, including laptops, docking stations, access cards, printers, and office supplies.
  • Liaise with IT and Facilities teams to resolve equipment, system, or infrastructure issues promptly.
  • Monitor and coordinate maintenance, repair, or replacement of faulty equipment.
  • Facilitate onboarding logistics for new team members, including workspace setup, system access, and tools allocation.
  • Maintain an up-to-date inventory of departmental assets and supplies.
  • Manage and maintain CIB & Credit stationery ordering and distribution.
  • Monitor stock levels and ensure timely replenishment of office supplies.
  • Maintain accurate records of stationery usage and inventory

Accountability: Strategic & Relationship Management

  • Support preparation of CIB and Credit various documentation
  • Conduct basic research and compile insights on market trends, clients, and sector developments
  • Interface professionally with:
    • Board members and executive leadership
    • Government officials and regulators
    • Large corporate and institutional clients
    • Development finance institutions and partners
  • Coordinate client meetings, courtesy calls, and high-level engagements.
  • Ensure consistent executive communication and follow-up

Accountability:  Governance, Compliance & Confidentiality

  • Handle highly confidential information with integrity and discretion.
  • Support governance requirements including document control, approvals, and record-keeping.
  • Ensure timely submission of executive documents in line with NBC governance standards.
  • Maintain organized filing systems (physical and electronic).

Accountability:  Communication & Correspondence

  • Draft, edit, and manage executive correspondence (letters, memos).
  • Prepare speeches, talking points, and executive briefing notes.
  • Ensure communication is professional, accurate, and aligned to NBC tone and standards

Accountability: Coordination & Project Support

  • Coordinate cross-functional initiatives within CIB & Credit (strategy rollout, sector desks, transformation programs).
  • Track progress on key CIB & Credit projects and escalating issues where required.
  • Support logistics for conferences, leadership sessions, and client events

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Qualifications & Experience

  • Bachelor in Secretarial services, business administration, Finance, Economics, Law, or related field
  • Minimum 5–8 years’ experience as Personal Assistant or Senior PA, preferably in:
    • Banking
    • Financial services
    • Corporate or professional services environment
  • Experience supporting executive-level leaders is essential

Technical & Professional Skills

  • Strong proficiency in MS Word, PowerPoint, Excel, and Outlook
  • Excellent business writing and presentation skills
  • Understanding of banking, corporate finance, or investment banking environments
  • Ability to manage complex schedules and multiple priorities

Behavioral Competencies

  • High level of integrity and discretion
  • Exceptional attention to detail
  • Strong interpersonal and communication skills
  • Ability to work under pressure and tight deadlines
  • Proactive, solutions-oriented mindset
  • Confidence engaging with senior executive

Preferred Attributes

  • Exposure to Corporate & Investment Banking as well as Credit operations
  • Experience working with board-level documentation
  • Strong organizational and stakeholder coordination skills
  • High emotional intelligence and professional maturity

Qualifications

Administration (Meets all of the requirements), Bachelor`s Degrees and Advanced Diplomas – Office Administration, Customer Excellence – Service Delivery (Meets all of the requirements), Digital familiarity (Meets some of the requirements and would need further development), Enabling team success (Meets some of the requirements and would need further development), Experience in a similar environment, Openness to change (Meets some of the requirements and would need further development), Planning and organising (Meets all of the requirements)

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Relationship Manager Private Banking at NBC

NBC is the oldest serving bank in Tanzania with over five decades of experience. We offer a range of retail, business, corporate and investment banking, wealth management products and services.

Job Summary

To develop and grow relationships with Affluent customers, and growing the customer base through targeted sales efforts and the delivery of impeccable service.
Delivers a high level of service and personal attention to the Bank’s quality customers, with the aim of developing significant sales and new business and providing a high level of retention of existing clients business.

Job Description​

Key Accountabilities

Solution sales to new and existing customers & Relationship Management.

•Achieve agreed sales target for customers (upgrades and new to bank), new accounts, assets and liabilities and any other products as may be assigned.

•Conduct a detailed need analysis for all existing and potential customers to determine which product will suit their needs.

•Ensure proactive selling of alternative delivery channels (internet banking, insurance products, etc.) to all clients.

•Based on proactive sales or leads referred from other sources, ensure contacts to potential new customers are done and offer them packaged financial solutions based on a detailed assessment of their needs.

•Increase product penetration for existing customer base by reviewing their portfolio to determine potential cross sells and pro-actively recommend new products to customers.

•Conduct financial planning for customers to play a pro-active role in increasing their wealth.

•Achieve agreed sales target for customers (upgrades and new to bank), new accounts, assets and liabilities and any other products as may be assigned.

•Continuously monitor utilization of credit facilities and investment avenues. Identify and resolve underutilization by contacting customers to determine the reasons and escalating service issues.

•Manage the banking relationships for portfolios of high-net-worth customers which may include senior local political figures and well known business people

•Conduct regular customer visits and motivate focused social events and individual entertainment to build long-term relationships.

•Take accountability for the relationship with the Client, across all hierarchical levels, which incorporates integrating and coordinating all contacts between the Bank and the Client.

•Manage own calling program including identifying names to call in a particular month and setting up meeting, obtain advise from Head of Affluent where required.

•On a monthly basis, compile a report on calling programs for the month and personal sales progress against the targets as agree. Present the report to the Head of Affluent.

Customer Experience

•Monitor operational delivery of customer requirements, summaries systemic failures and raise to the Head of Affluent for further follow-up at EXCO level.

•Log complaints and action general queries, track the resolution and respond to clients within a reasonable time.

•Always provide quality and professional service and support to customers. (world class customer service).

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Compliance and Risk Management

•Ensure that processes, control requirements and risk management frameworks that have been designed for the area are understood by all members of the team.

•During scheduled audits and management assurance reviews, ensure that all information required by the auditors are provided timeously.

•Log all Risk and Loss events as a result of error or fraud highlighted in the department. Ensure that the issues are thoroughly investigated and closed or escalated as per policy.

•Monitor compliance training undertaken by team members and ensure that they complete the required training within prescribed timelines.

•Review the portfolio from a compliance perspective on a monthly basis and ensure that all documentation required for all clients including those related to KYC, AML and SANCTIONS are up to date.

•Follow the Retail end to end account opening ensuring new accounts are authorized and KYC compliant. Escalate any items that exceed the agreed service level timelines or where there are unresolved KYC requirements, to management in Operations.

•Check and approve each new account application and loan document.

Business Management.

•Drive customer engagement activities in branches

•Based on gaps identified, motivate requests to the manager for additional resources including people, budget and equipment.

•Obtain a thorough understanding of the business unit’s strategy and explain it to team members in such a way that they understand the contribution they have to make.

•Explain targets and take accountability for the monitoring and achievement of performance objectives in the department in terms of employee satisfaction, customer experience, cost performance, return on investments, risk, and compliance and governance requirements. Create quarterly and monthly plans to ensure delivery for the year.

•Conduct basic statistical analysis to track performance variances and determine the root causes of errors. Make recommendations for productivity or process enhancements to process owners.

•Implement productivity improvement measures by coaching staff on any new processes or on their areas for improvement.

Other duties

•Carry out other duties as assigned by the Branch Manager.

•Prepare various reports and business proposals for management approval

Education and Experience Required:

  • Bachelor’s degree in business administration or its equivalent
  • 4 and above years of  banking experience (preferably from Branch)
  • Broad knowledge of banking practice (Product knowledge) and bank regulations

Knowledge, Skills and competences required:  

  • Strong Customer Service management
  • Communication skills verbal and written.
  • Listening skills
  • Relationship Management
  • Financial Management and analytical skills
  • Bank Products awareness
  • Selling and negotiation skills
  • Awareness of BOT Regulation
  • Risk Management
  • Credit risk
  • Operation risk
  • Market risk

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Qualifications

Bachelor`s Degrees and Advanced Diplomas – Business, Commerce and Management Studies, Customer Acquisition Management (Proficient), Customer Excellence – Service Delivery (Meets all of the requirements), Digital familiarity (Meets all of the requirements), Effective communication – Basic (Meets all of the requirements), Experience in a similar environment, Openness to change (Meets some of the requirements and would need further development), Product and/or Service Knowledge (Meets all of the requirements), Relationship building (Meets some of the requirements and would need further development)

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