![Bidvest Bank](https://contents.bebee.com/companies/za/bidvest-bank/avatar-VNf7w.png)
Relationship Banker
2 weeks ago
Primary Purpose
- To generate revenue for Bidvest by sourcing new clients and proactively managing the account to maximize profitability.
- To grow and retain a portfolio of high value banking relationships by performing proactive value adding partnership, by providing banking solutions and services to maintain and grow existing customer base.
- To develop and maintain a portfolio of important revenue generating client relationships within the defined affluent market segment.
Minimum Requirements
Qualifications:
- Matric
National Diploma
- Finance/Certificate in
- Banking
- RE completed within allocated time
- Previous sales experience, with exposure to
Ideal**
Qualifications:
- BCom
- Banking, Finance, Commercial
- At least three years + of sales experience in a business banking
- Account management
Duties and Responsibilities
FINANCE
Sales
- To proactively cold call and find new clients for Bidvest to meet the monthly revenue
- To educate and promoting Bidvest's full product offering to clients to maximize the
- Manage the profit margins through providing clients with comparative information on
- Track, control and influence sales activities with the specific aim to increase sales
- Actively grow the client base by agreed target of new acquisitions a month in order to
Portfolio Management
- Monitor, track and report on sales activity on a periodic basis and to ensure action is
- Identify opportunities for cross selling and referrals to other product lines through
- New revenue opportunities are identified and customer feedback on product
- Comply with governance in terms of legislative and audit requirements
- Understands clients risk profile and balance for individual clients by optimising product
CLIENT
Client Service
- Correctly anticipating and interpreting the clients' business requirements in order to get
- Providing relevant timeous solutions to the client through researching the client's
products
- Providing excellent service that will result in client referrals and new business
- Taking on the role as the primary point of contact for the client, ensuring excellent service
relationship
- Continuous face to face and telephonic interaction with clients in order to preempt and
- Assist the client with innovative ways to gain maximum benefit from the products e.g.
- Proactively manage the review process of clients' facilities, checking, submitting and
renewal in the necessary time period. (Providing all necessary documents)
- Train and assist the client on the necessary systems / processes to deal with the Bank in
- Continual awareness of what is going on in the market and economy to provide relevant
- Onboarding signing up client for first time, following the correct processes in terms of
Admin Support
- Provide relevant reports in order to track progress
- Review the client files and ensure client information updated
- Update and manage all client interaction on the CRM system
INTERNAL PROCESS
Process Management
- Successful relationship building with legal, credit, Internal bankers, back office and
- Treasury in order to achieve clients' needs
- Work with legal and credit to ensure that all necessary documents are in place and
- Follow up with all parties to ensure that queries are resolved
- Manage own development to increase own competencies
- Ensure all 'other' product training is completed, to equip for crossselling opportunities
- Ensure all Bidevst Bank mandatory training i.e. Anti-Money Laundry is completed
- Training and keep abreast with FICA, PoPI compliance and legislation
- Meet training deadlines as outlined in PDP
- Keeping abreast of Compliance (FICA) requirements
- Knowledge of Banking products and channels
- FAIS compliance
- Understand the sales cycle
- This position is advertised in line with our commitment to Employment Equity._
-
Relationship Banker
2 weeks ago
Sandton, South Africa Discovery Ltd. Full time**Business Unit**:Discovery Bank**Function**:Client Service**Date**:23 Mar 2024**About Discovery** Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and...
-
Relationship Banker
4 weeks ago
Sandton, South Africa Bidvest Bank Full time**Primary Purpose** - To generate revenue for Bidvest by sourcing new clients and proactively managing the account to maximize profitability. - To grow and retain a portfolio of high value banking relationships by performing proactive value adding partnership, by providing banking solutions and services to maintain and grow existing customer base. - To...
-
Relationship Executive: High Value Agri Banker
3 weeks ago
Sandton, South Africa Absa Bank Limited Full timeBring 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 Manage...
-
China Corridor Banker
2 weeks ago
Sandton, South Africa Absa Bank Limited Full timeEmpowering Africa's tomorrow, together one story at a time. 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 SummaryJoin...
-
Lead Banker China-Africa Corridor
1 month ago
Sandton, South Africa FirstRand Bank Limited Full timeDescription The purpose of the Lead Banker for the China-Africa corridor origination is to take accountability across event and Flow (for client) outcomes including P&L for specific clients and partner in the responsibility for solutions innovation, development, and implementation as part of their day-to-day activities. A Lead Banker is accountable...
-
Lead Banker China-Africa Corridor
4 weeks ago
Sandton, South Africa FirstRand Bank Limited Full timeDescription The purpose of the Lead Banker for the China-Africa corridor origination is to take accountability across event and Flow (for client) outcomes including P&L for specific clients and partner in the responsibility for solutions innovation, development, and implementation as part of their day-to-day activities. A Lead Banker is accountable...
-
Vp, International Banker-china Corridor
3 weeks ago
Sandton, South Africa Absa Bank Limited Full timeBring 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 **Job...
-
Investment Banker: Dcm
6 days ago
Sandton, South Africa Absa Bank Limited Full timeEmpowering Africa’s tomorrow, together one story at a time. - 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...
-
Investment Banker: Dcm
2 weeks ago
Sandton, South Africa Absa Bank Limited Full timeEmpowering Africa's tomorrow, together one story at a time. 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 SummaryJob...
-
Junior Investment Banker: Fsg
6 days ago
Sandton, South Africa Absa Bank Limited Full timeBring 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 **Job...
-
Associate: Investment Banker
2 weeks ago
Sandton, South Africa Absa Bank Limited Full timeEmpowering Africa's tomorrow, together one story at a time. 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 SummaryBusiness...
-
Associate:investment Banker Business Development
2 weeks ago
Sandton, South Africa Absa Bank Limited Full timeBring 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...
-
Junior Investment Banker: Fsg
2 weeks ago
Sandton, South Africa Absa Bank Limited Full timeBring 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 SummaryJob...
-
Associate: Investment Banker
2 weeks ago
Sandton, South Africa Absa Bank Limited Full timeEmpowering Africa’s tomorrow, together one story at a time. - 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...
-
Manager, Relationship, Growth
2 weeks ago
Sandton, South Africa Standard Bank Group Full timeJob Description To grow and retain a portfolio of high-value Growth Segment relationships through partnering for growth by proactively providing a high-end differentiated service and value-adding solutions. Qualifications Minimum Qualification Business Commerce degree (FAIS recognised Experience Required 3-4 years experience as a Business...
-
Associate:investment Banker Business Development
2 weeks ago
Sandton, South Africa Absa Bank Limited Full timeBring 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 SummaryBusiness...
-
Manager, Relationship, Growth
4 weeks ago
Sandton, South Africa Standard Bank Group Full timeJob Description To grow and retain a portfolio of high-value Growth Segment relationships through partnering for growth by proactively providing a high-end differentiated service and value-adding solutions. Qualifications Minimum Qualification Business Commerce degree (FAIS recognised Experience Required 3-4 years experience as a Business...
-
New Accounts Banker
3 weeks ago
Sandton, South Africa Discovery Ltd. Full time**Business Unit**:Discovery Bank**Function**:Client Service**Date**:14 Jun 2024**About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced...
-
Relationship Manager
4 weeks ago
Sandton, South Africa Bidvest Bank Full time**Primary Purpose** - To generate revenue for Bidvest by sourcing new clients and proactively managing the account to maximize profitability. - To grow and retain a portfolio of high value banking relationships by performing proactive value adding partnership, by providing banking solutions and services to maintain and grow existing customer base. - To...
-
New Accounts Banker
2 weeks ago
Sandton, South Africa Discovery Ltd. Full timeBusiness Unit:Discovery BankFunction:Client ServiceDate:14 Jun 2024About Discovery Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fastpaced and dynamic environment...