Treasury Sales Dealer – SME Focus

Department

Treasury

Job Grade

C2

Reports To

Treasury Sales Manager

Job Summary

Equity Bank is seeking a motivated Treasury Sales Dealer with an SME focus to join their Treasury department. The role involves promoting, growing, and cross-selling treasury products by working closely with bank branches and business units. The successful candidate will deliver tailored treasury solutions to clients, addressing their forex, hedging, and investment needs, ultimately aiming to increase the bank's market share and achieve revenue targets.

Main Duties and Responsibilities

Business Development and Client Growth

• Develop and nurture a strong, loyal core SME customer base by building relationships with key decision-makers to drive business growth aligned with set budgets and to better understand customer needs.

• Actively collaborate with internal counterparts in lending (credit) and Transaction Banking (SME) units to address FX-related client requirements.

• Market defined treasury product offerings, including Spot, Forward, and Swaps, to clients to enhance business turnover and profitability.

• Strengthen SME customer penetration in foreign exchange and treasury products.

• Maintain high standards of customer service to expand market share with existing clients and grow the customer base.

• Contribute to the bank's funding process by engaging customers interested in placing deposits to build a strong liability clientele.

• Roll out and enhance e-channels for treasury products, migrating existing customers to the EazzyFX platform.

• Serve as the primary point of contact for treasury solutions servicing SME clients.

Market Awareness and Deal Execution

• Stay informed about the latest market developments, competitor tactics, and market intelligence.

• Track competitor products and marketing initiatives in the market.

• Conclude FX deals (currency sale or purchase) with clients via recorded phone and email.

Reporting and Performance

• Provide weekly reports detailing client growth, volume, and profitability within your portfolio.

Customer Service

• Address customer-related queries promptly and ensure complete satisfaction.

• Uphold a professional service approach to enhance the bank's reputation.

Compliance and Risk Management

• Adhere to all control requirements in line with Bank, Group, and Regulatory policies.

• Maintain full awareness of policies and procedures related to money laundering prevention and KYC.

• Understand and comply with policies on operational risk, market risk, reputational risk, and sales processes.

• Read, understand, and comply with all provisions of the ACI Code of Conduct.

Other Responsibilities

• Train and mentor other dealers and bank staff on foreign exchange, money market, and fixed income products to build team knowledge.

• Deputize the SME Sales Manager when required.

• Take on additional responsibilities as assigned by your supervisor or the Bank based on business needs.

Qualifications and Experience

• Bachelor’s degree in Business, Commerce, Finance, Economics, or a related field.

• ACI Dealing Certificate (mandatory).

• Master’s degree (an added advantage).

• At least 4 years of relevant working experience.

Key Skills

• Strong understanding of treasury environment policies, procedures, and ethical requirements.

• Knowledge of interest rate risk management (including structural and behavioral analysis).

• Knowledge of liquidity and funding risk management.

• Knowledge of capital risk management.

• Solid grasp of financial markets and economic fundamentals.

• Familiarity with treasury, retail, corporate, and capital market products.

• Proficiency in Excel.

• Excellent communication skills.

How to Apply

If you believe you meet the above criteria, submit your application as follows:

• Include a cover letter and detailed resume.

• Attach copies of relevant certificates and testimonials.

• Combine all documents into a single PDF file.

• Quote the job title (Treasury Sales Dealer) or reference number in the subject line.

• Email your application to: TZRecruitment@equitybank.co.tz

Deadline: Friday, 6th March 2026.

Only short-listed candidates will be contacted.

Equity Bank is an equal opportunity employer. We value diversity in individuals, ideas, perspectives, insights, and values, and what they bring to the workplace.

By submitting your application, you consent to Equity Bank Tanzania Limited collecting and processing your personal data strictly for recruitment, selection, and (where applicable) employment purposes. Your data will be handled in accordance with the Data Protection and Privacy Act, Cap 97, and the bank’s Data Privacy Policy. It will be treated confidentially and not shared with unauthorized third parties except where required by law or regulatory obligation.