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/ branch-based sales and service function by adding value to small businesses requiring financial and non-financial (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 a relevant field such as Business Administration Finance Accounting or Banking is often preferred.
Preferred:
- Bachelors degree in business Finance Economics.
2. Licenses & Certifications:
- FAIS Representative (Financial Advisory and Intermediary Services Act) certification especially in regions where this is a regulatory requirement.
- Certifications in Risk Management Credit Analysis or Financial Services could be beneficial.
3. Relevant Experience:
- Experience in Relationship Management: At least 3-5 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 long-term relationships.
Additional Information :
Technical Competencies:
- Active Listening
- Organization Change Management
- Risk Identification
- Risk Management
- Risk Reporting
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
