Job Summary
Support the Relationship Executive in the optimisation of profit and economic value for portfolios of Growth Business key account clients requiring medium to high complexity commercial banking requirements by focusing:
origination efforts to quire new clients;
cross-sell to existing client base;
coverage efforts to service clients in accordance to the segment CVP
Job Description
To support the Relationship Executive with the day-to-day administrative functions, portfolio management, entrenchment, and operational functions for an allocated Growth portfolio. To ensure that all compliance requirements within the portfolio are met and act as a central contact point for the client, providing sales and service fulfilment aligned to segment targets.
Portfolio Management: Ensure appropriate management of respective portfolios that includes but not limited to client engagement, portfolio performance management, reporting and executing of client requirements.
Business Development: Agree financial targets/new business targets and set out tactical plans to achieve this on an annual basis.
Risk Management: Ensure that portfolio meets the required risk management standards.
Qualifications
Minimum Qualification
NQF6 (FAIS recognised).
Experience Required
3-4 years previous experience as an account analyst or similar position to gain exposure to lending principles and customer service.
Business banking experience will be advantageous.
Behavioural Competencies:
Adopting Practical Approaches.
Articulating Information.
Checking Details.
Coordinating People.
Embracing Change.
Technical Competencies:
Customer Acceptance & Review (Business Banking).
Financial Statements Analysis and Interpretation.
Product Knowledge (Business Banking).
Risk Identification.
Risk Management and Mitigation.
Education
Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)
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