Business Banker

2 weeks ago

Rustenburg, North-West, South Africa Energy at Work Projects Full time
Responsible for achieving sales and financial targets.

  • Manage a client portfolio according to client values ( turnover up to up to R20m) and number of groups ( 150
  • 250 groups) and credit facilities Build and maintain client relationships and put in place a routine and process to explain, promote and sell
product offerings/financial solutions that meet the financial needs of the client

  • Acquire new risk groups and open new business accounts; execute on a virtual basis so as to build the client
relationship - 90% office based

  • Crosssell additional value adding services and products such as internet Banking, Point-OfSale (POS) to
existing customers to assist in growing their businesses

  • Identify and refer sales leads to external business partners to manage risk as well as increase revenue e.g.
Business Banking insurance partner

  • Analyse existing portfolios/customer data to identify expansion and/or additional business opportunities utilising
available MIS and contact management strategy

  • Develop and implement a clientcalling schedule in line with Customer Value Proposition (CVP)
  • Ensure effective and appropriate pricing across all MBL products
  • Focus on the migration of transactional business to the bank

Requirements:

  • Customer relationship management (CRM) principles and techniques
  • How to interpret financial statements, balance sheets and basic financial ratios
  • Standardized business banking transactional products and other core products relevant to small enterprises
  • Business banking product offerings
  • Understanding of collateral and balance sheets
  • Multiple legal entities (companies, close corporations, sole proprietorships, etc.) in the business banking market
and the legislative restrictions & requirements governing these from a financial services perspective

  • Companies and Intellectual Properties Registration Act (CPIC) for correct documentation/mandate preparation
purposes

  • Knowledge of competitors offerings
  • Regulations, Acts and Codes related to the banking environment.
  • Financial Advisory and Intermediary Services Act (FAIS), the Financial Intelligence Centre Act (FICA)
  • Diploma in Commerce or Finance

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