Client Relationship Associate

2 weeks ago

Cape Town, Western Cape, South Africa Absa Bank Limited Full time
Bring your possibility to life Define your career with us

  • With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.
Job Summary

CIB Coverage is looking for a Client Relationship Associate based in Cape Town Regional Office.

Job Description:

Accountability:
Sales, Customer Solutioning and Customer Care

  • Responsible for Vanilla Products and the cross sales of those products to existing clients,
and to increase the cross-sell ratio of each client ensuring that each client is solutioned

100 %

  • Liaise with Product Specialists (e.g. Electronic Banking ,International Banking Division
(IBD), Absa Cash Solutions, etc) relevant to solutioning for vanilla products, which will

ensure client is solutioned comprehensively

  • Develop and maintain own contacts with individuals within client's organization
  • Acts as a Principal point of contact in the absence of the Banker
  • Assists, coordinates and monitors the introduction of clients to and from other areas of
the Absa Group, where appropriate, to solution the client comprehensively

  • Conducts, Monitor, analyze and provide supporting actions to improve client service
based on Client Satisfaction Surveys

  • Identify potential new clients by building and maintaining a database of potential clients
(as support to the Banker)

  • Assist in arranging product presentations, where appropriate in conjunction with the
Banker

  • Conduct Service reviews with clients & implement corrective measures to improve
service delivery to the client

  • Assist in determining the products that most suit the clients' needs and be able to sell, at
short notice, on a proactive and reactive basis.

  • Work with the Banker and Customer Services Consultant to resolve client
concerns/complaints.

  • Follow up on transactions in progress to ensure that this is in line with Service Level
Agreements (SLA).

  • Assist Banker with monthly analysis and management thereby ensuring that all income is
reflected correctly for each portfolio and that any negative income/downward trends are

identified and negated proactively

  • Collect all fee income i.e. Facility fees, excess fees, raising and valuation fees, etc by
monitoring the clients portfolios in line with applicable transactions

  • In conjunction with the Banker ensure that a formal client calling plan is in place and that
weekly client visits are conducted as per agreed targets

  • Responsible for the maintenance and implementation of clients transactional pricing

Accountability:
Risk and Operational Management

  • Coordinate security and Local Documentary Product (LDP) documentation for
customer's signature.

  • Coordinates the handling of interest claims
  • Coordinates the handling of fraudulent transactions by logging this onto the Customer
Care Process (CCP) system

  • Responsible to assist the Credit Operations in Limits Assurance on portfolios & providing
relevant information to the Credit Operations team.

  • Work with the Security /Legal to finalize security and Local Documentary Product (LDP)
documentation

  • Complete documents and obtain client signature(s) for opening/closing of accounts
  • Obtain required documentation from clients e.g. public documents, FICA documents etc
to support the opening of accounts

  • Follow up with client on outstanding documentation such as FICA, security, product,
Local Documentary Product (LDP) related

  • Assist with telephonic enquiries/client queries relating to security matters.
  • Assist with KYC reviews, PEP reviews and takeons and Deferrals.
  • Ensure that the client complies with Credit conditions of grant relative to the standard
covenants and conditions by obtaining a monthly debtors list, and provide this list to the

Credit Operations department for updating the Security Management Register.

  • Excess Report Management Take daily action based on referral listing and reporting to
Credit Exposures Managers on a daily basis.

Accountability:
Business Management

  • Prepare information for and attend client meetings to support client servicing
  • Follow up that new clients and products are set up on relevant systems e.g. EBD
(Electronic Banking Division), Merchant Services & International Banking)

  • Develop and maintain contacts with Specialists in other areas of the Group Including
Product Houses, Credit and CPF (Commercial Property Finance),etc

  • Attend regular meetings held with functional team
  • Work as part of a solutioning team namely the Banker, the Credit Analyst, the Customer
Service Consultant, the Customer Service Officer and the Credit Officers

Education and Experience Required

  • B Degree in Commerce or Finance or CAIB or IOB or equivalent NQF level 6 or higher
qualifications

  • 3 Years experience in a client facing and/or commercial banking environment
  • 3 Years

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