Banker, Transactional, Growth

Business Segment: Business & Commercial Banking

Support the Relationship Manager with the day-to-day administrative (portfolio management), sales, and operational functions for an allocated Growth portfolio.

Ensure that all compliance requirements within the portfolio are met and act as a central office-bound contact point for the client, providing sales and service fulfillment aligned to segment targets.

Qualifications

Business & Commercial Banking or Relevant Degree (NQF6 - FAIS recognized).

Experience Required

1. 3-4 years' experience as an Account Analyst with exposure to lending principles.
2. Sales and client servicing experience.
3. Experience in a back-office Account Support or Client Service Support role to understand how to interact with clients as well as to process client queries and requests.
4. Experience in Credit or Retail Credit Collections responsible for completing credit applications.
5. Must have relevant intermediary experience in respect of FAIS.

Additional Information

1. Adopting Practical Approaches
2. Articulating Information
3. Developing Expertise
4. Account Opening & Maintenance
5. Product and Services Knowledge
6. Product Related Systems (Business Banking)