Banker, Transactional
Banker, Transactional
Posted on :
05-06-2025
Employer Active
1 Vacancy
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Job Description
To anlayse and understand an assigned portfolio of existing clients working as part of a deal team to provide a single flow solution within a single solution set (i.e. Cash Trade or Investor Services (IS)) for a single client in a single location to ensure client and solution satisfaction.
Qualifications :
Bachelor of Commerce in Accounting or related
Additional Information :
Experience:
- 5 years experience in motivating credit applications.
Key Responsibilities:
- Understands the client need in the context of a single flow solution in a single solution set (Cash Trade or Investor Services (IS)). Review and analyse the client portfolio to identify potential upsell opportunities.
- Consult internal product houses implementation and client service teams and investigate how clients access solutions and utilize digital channels to support the remediation process and potential upsell and / or cross-sell opportunities.
- Acts as the primary contact for on-going client concerns negotiations and prioritization ensuring all deal pipeline deadlines are met to enable accurate projections. Communicates with the deal team and captures commercial terms and mandates on the system.
- Acts as the primary interface for client and represent the client face to teams confirming client satisfaction with solution.
Behavioural Competencies:
- Articulating Information
- Documenting Facts
- Establishing Rapport
- Examining Information
- Interpreting Data
Technical Competencies:
- Client Business Case
- Client Retention
- Cross and Up-Selling
- Industry Knowledge
- Local Market Knowledge
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
Key Skills
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