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Transactional Banking Portfolio Manager

3 months ago

Johannesburg, Gauteng, South Africa FirstRand Full time
Job Description


The core focus of the role is to drive Transactional Banking growth and product penetration via business development and cross sell in RMB's target customer sectors with existing clients.


  • Understanding the clients objectives, and to market relevant productbased solutions to the clients' needs to enable them to maximise their cashflow position, i.e. optimise their payables and receivables.
  • Identify the opportunities to optimise the businesses working capital and cash management requirements more broadly and bring in other specialists as necessary.
  • Focus on assisting all corporate clients to interact more efficiently with the bank, as well as the promotion of new products and solutions where appropriate.
  • The role identifies existing and developing trends within the clients environment and anticipates queries that may arise and incorporates these into sound client service plans aligned to the client's business needs.
  • Lead all proactive transactional banking related matters with the client, works closely with Coverage, and is the escalation point for clients transactional banking related matters.
  • The role also works closely with the client service suite to derive insights into the types of queries being raised by the client, and is an escalation point for the client when queries logged by the client are not resolved accurately and timeously.
Job Details

Application Closing Date

16/03/24