Manager Relationship Premium
Manager Relationship Premium
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Salary Not Disclosed
1 Vacancy
Job Description
To grow and retain a portfolio of highvalue Premium Segment relationships through partnering for growth using an ecosystem mindset to proactively provide a highend differentiated service with premium solutions that add value. This portfolio serves Commercial and Business Customers with a Turnover more than R100mil. High focus on Public Sector as we have Banking relationships with all municipalities in the Garden Route and Central Karoo.
Job Purpose:
- Act as a trusted advisor by developing a deep understanding of clients business through regular interaction with clients at their place of business as per segment value proposition guidelines.
- Provide a central advisory role to the client and motivate and processes credit applications timeously.
- Grow and retain a portfolio of high value Premium Business Segment relationships by performing a proactive mobile value adding financial partnership role.
- Ensures deep understanding of Customers business through regular interaction with clients including their place of business.
- Ensuring that close personal attention is given to provide a full array of customized financial solutions tailored to meet the growth needs and potential of the clients within the portfolio.
- Providing effective relationship management aimed at optimizing client profitability and value to the bank by accurately assessing the clients current and future financial position.
- Ensuring client satisfaction across allocated portfolio of clients through needs analysis and solution driven outcomes.
- Employs the use of client value chain analysis to understand customer needs and deploy banking and financial solutions to meet those needs.
- To do complex financial analysis on annual financial statements management accounts and cash flow projections.
- To write and motivate large Business & Public Sector finance applications and to successfully present the case to a business and credit lending committee.
- Responsible for the credit process from start to end including the collateral and the monitoring as well as annual review of all clients with credit facilities.
- To build trust credibility and confidence with large Business & Public Sector Clients.
Qualifications :
Minimum Degree Requirements one of the below qualifications or similar:
- NQF 6 (Business Related)
- B.Comm (Management Accounting)
- B.Comm (Accounting)
- B.Comm (Agricultural Economics)
- BSc. (Agricultural Economics)
Preferable / Advantages:
- Hons Degree
- SAICA Articles/CA
- CIMA Qualified
Experience Requirements:
7 Years experience in the following fields or similar:
- Financial Management Financial Accounting Management Accounting role or similar.
- Relationship Management Credit Analyst Financial Analyst role in Business Banking.
Preferable / Advantages:
- Public Sector business knowledge / Experience
Location:
- The position will be based in George Garden Route Karoo Business Centre Western Cape.
- Office based with flexibility.
Additional Information :
Behavioural Competencies:
- Articulating Information
- Convincing People
- Developing Expertise
- Directing People
- Establishing Rapport
Technical Competencies:
- Banking Process & Procedures
- Business Process Improvement
- Client Knowledge
- Client Retention
- Risk Awareness
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
