Relationship Analyst
Relationship Analyst
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Job Description
Provide an efficient support function to enable the Relationship Manager to focus on selling. Action processes service customers and sell reactively to ensure that the correct products are delivered timeously and that service levels are met
Qualifications :
- Bachelor of Commerce
- Bachelor of Accounting will be advantageous
Additional Information :
Experience:
- 3-5 years experience in Banking or the Financial services.
Key Responsibilities:
Assist customers on the managers portfolio when the manager is unavailable in need.
Identify cross-selling and migration opportunities for the manager and business banker.
Support the manager in optimising the service that customers receive.
Able to present credit application to Credit Comm with assistance of the RM.
Manager effectively supported in achievement of all sales and other financial targets (KRA scorecard)
Behavioural Competencies:
- Interacting with People
- Meeting Timescales
- Providing Insights
- Pursuing Goals
- Seizing Opportunities
Technical Competencies:
- Commercial Acumen
- Customer Understanding ( Consumer Banking)
- Financial Acumen
- Product Knowledge (Consumer Banking)
- Risk Identification
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
