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
1. Educational Requirements and Experience
- Bachelor’s Degree: A minimum of a bachelor’s degree in a relevant field is typically required. This may include:
- Finance
- Business Administration
- Accounting
- Economics
- Banking and Financial Services
- Mathematics or Statistics (for roles involving more data analysis)
- Certification–FAIS
2. Experience
Experience in Enterprise Banking (or Business Banking): Familiarity with the products and services offered to businesses (e.g., loans, credit, treasury services) and an understanding of the specific challenges faced by enterprises of different sizes.
Additional Information
Behavioural 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)
