Banker Relationship Enterprise Portfolio
Banker Relationship Enterprise Portfolio
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
To provide a virtual/ branchbased sales and service function by adding value to small businesses requiring financial and nonfinancial (e.g. platform business) solutions which enables customers to pursue their ambitions allowing them to stimulate and contribute to the South African economy.
Qualifications :
1. Educational Qualifications:
- Minimum:
- Secondary School (Matric) or equivalent.
- A diploma or degree in Business Administration Finance Accounting Economics.
Preferred:
- Bachelors degree in business Finance Economics or a related field.
2. Licenses & Certifications:
- FAIS Representative (Financial Advisory and Intermediary Services Act) certification is often required especially in regions where this is a regulatory requirement.
- Additional certifications in Risk Management Credit Analysis Commercial Banking or Financial Services may be advantageous.
3. Relevant Experience:
- Experience in Relationship Management: At least 35 years of experience managing relationships with business clients including understanding their financial needs and providing tailored solutions.
- Experience in Retail Business or Commercial Banking: Familiarity with a range of business banking products and services (loans credit facilities cash management etc..
- Sales and Business Development: Proven track record in sales portfolio management and business development particularly in the enterprise or corporate banking space.
- Risk and Credit Experience: Knowledge and experience in assessing and managing risk as well as credit evaluation for business clients.
- Client Support and Service: Demonstrated experience in providing ongoing support to clients while maintaining strong longterm relationships.
Additional Information :
Technical Competencies:
- Active Listening
- Organization Change Management
- Risk Identification
- Risk Management
- Risk Reporting
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
