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Job Description
- To support the Relationship Manager (RM) with the day to day running and maintenance of an allocated portfolio, by providing a central office-bound contact point to the customer.
- Ensure that all documentation is up to date and contains all relevant information.
- Manage the risks associated with new accounts, mandates and specimen signatures by adhering to risk and compliance requirements
- Maintain accurate and up to date databases, spreadsheets and client account information.
- Determine any additional customer demand that could be met whilst interacting with the customer. Refer all leads for new business opportunities to the RM.
- Adhere to required compliance, legislative, regulatory, etc. requirements e.g., KYC.
- Ensure that all new service requests (queries and complaints) are logged correctly and actioned within agreed timelines.
- Stay abreast of the banks’ products and services in order to match customers’ needs with the bank’s offerings.
- Explore alternative solutions in the event of declined facilities from Credit where feasible and prepare motivation for RM consideration.
Qualifications
First Degree
Experience Required
- 3-4 years Previous portfolio management experience servicing a portfolio for Business or Commercial Banking clients.
- Experience in a Branch sales and/or service role.
- Experience in preparing Credit motivations and understanding of lending principles.
Additional Information
Behavioural Competencies:
- Developing Strategies
- Establishing Rapport
- Providing Insights
- Understanding People
- Valuing Individuals
Technical Competencies:
- Data analytics
- Financial Acumen
- Process Governance
- Risk Identification
- Risk Response Strategy
Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or [email protected]
