To support the Banker, Enterprise (i.e., Portfolio & Multi-Channel) with the day-to-day administration, portfolio management, sales, operational and credit management functions for an allocated portfolio. To ensure that all compliance requirements within the portfolio are met and act as a contact point for the client, providing sales and service fulfilment aligned to segment targets.
Qualifications
Minimum Qualification
- Business Commerce degree
Experience Required
- 3-4 years’ Experience as an Account Analyst with exposure to lending principles,
- sales and client servicing
- Relationship Banking (Client Coverage)
- Business & Commercial Clients
- Experience in a back-office Account Support or Client Service Support role to understand how to interact with clients as well as to process client queries and requests.
- Experience in Credit or Retail Credit Collections responsible to complete credit applications
- Must have relevant intermediary experience in respect of FAIS
Additional Information
Behavioral Competencies:
- Adopting Practical Approaches
- Articulating Information
- Checking Details
- Developing Expertise
- Embracing Change
Technical Competencies:
- Account Opening & Maintenance
- Evaluating Risk Management Effectiveness
- Financial Acumen
- Product and Services Knowledge
- Product Related Systems (Business Banking)
