To support the Relationship Manager with the day-to-day administrative (portfolio management), sales, operational functions for an allocated Growth portfolio. To ensure that all compliance requirements within the portfolio are met and act as a central office-bound contact point for the client, providing sales and service fulfilment aligned to segment targets.
Qualifications
- NQF5 FAIS recognised qualification
Experience Required
- 3 – 4 years’ Experience as an Account Analyst with exposure to lending principles sales and client servicing.
- 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.
- Relationship Banking (Client Coverage).
- Business & Commercial Banking.
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)
