Team Leader : Client Relationship Management

Team Leader: Client Relationship Management

We're on the lookout for energetic, self-motivated individuals who share our passion for service in the banking industry.

To be part of the journey, follow the steps below:

1. To see what life at Capitec is all about and complete a short assessment, please click here!
2. Once you have completed the above, finalize your application by clicking apply below.

Responsibilities

To effectively lead a team of Relationship Bankers in the Relationship Suite to ensure effective portfolio management, client activations, client retention and revenue growth in agreed set targets. To lead and sustain a client-focused, high-performance, high-commitment environment within the Relationship Suite through day-to-day activity management, resource planning and people management.

Experience

Minimum:

1. Business Banking experience of at least 3 years
2. At least 2 years supervisory / leadership experience
3. Experience managing successful marketing and cross-sales campaigns
4. Experience in preparing and motivating Credit applications
5. Sales management experience is essential.

Ideal:

1. Features, benefits and value propositions of the respective company product / service offerings.
2. Multi-level products available and pricing structures.
3. A good knowledge of administration processes and procedures pertaining to Business Banking transactions.

Qualifications

Minimum: A relevant tertiary qualification in Business Management or Finance

Ideal or Preferred: Bachelor's Degree in Business Management or Finance

Knowledge

Minimum:

1. Understanding of business banking and intuitive credit and portfolio management.
2. Cross-selling campaign principles and practices to manage and optimise retention and growth within the Suite.
3. Business Banking knowledge.
4. General banking practices and procedures.
5. Knowledge of competitor product offerings / channels / operational and marketing tactics.
6. Credit principles and practices, including an understanding of credit application, securities.
7. Legal entities (companies, close corporations, sole proprietorships etc.) in the commercial market and the legislative restrictions and requirements governing these from a financial services perspective.
8. Financial Advisory and Intermediary Services Act (FAIS) and the Financial Intelligence Centre Act (FICA).

Ideal:

1. Features, benefits and value propositions of the respective company product / service offerings.
2. Multi-level products available and pricing structures.
3. A good knowledge of administration processes and procedures pertaining to Business Banking transactions.

Skills

1. Attention to Detail
2. Communications Skills
3. Computer Literacy (MS Word, MS Excel, MS Outlook)
4. Numerical Reasoning skills
5. Planning, organising and coordination skills

Conditions of Employment

Clear criminal and credit record. Capitec is committed to diversity and, where feasible, all appointments will support the achievement of our employment equity goals. Capitec Bank is an authorised financial services provider (FSP) and registered credit provider (NCRCP13).