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. To 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 fulfilment aligned to segment targets.
Qualifications
- Business & Commercial Banking or Relevant Degree.
- NQF6 (FAIS recognized).
Experience Required
- 3-4 years' experience as an Account Analyst with exposure to lending principles.
- Sales and client servicing.
- 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.
- Experience in Credit or Retail Credit Collections responsible to complete credit applications.
- Must have relevant intermediary experience in respect of FAIS.
Additional Information
- Adopting Practical Approaches
- Articulating Information
- Developing Expertise
- Account Opening & Maintenance
- Product and Services Knowledge
- Product Related Systems (Business Banking)
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