Internal Account Executive – Trade
2 months ago
We're seeking a motivated Internal Account Executive to join our banking client's Trade and Finance department
This is a key role supporting the Business Finance team by managing client portfolios within Trade Debtor Finance. You'll assist the Account Executive by handling administrative tasks, financial analysis, and client communication – all while maintaining a strong sales focus. We have two positions available, one in Johannesburg and one in KwaZulu-Natal (KZN).
- Ambitious with a desire to develop into an Account Executive role.
- Matric/ Grade 12 with a preference for a Commercial Degree
- Prior experience in marketing or sales of financial products (asset, trade, or debtor-based) is a plus, especially within a banking environment.
- Experience with Business and Commercial Banking.
- Exposure to or the ability to read a company’s financials and doing FICA in a banking environment.
- Understanding of security documentation is beneficial.
- Valid driver's license and access to a vehicle are required for occasional client visits.
- Develop and maintain strong client relationships.
- Manage client portfolios, ensuring smooth operation and adherence to regulations.
- Analyze financial statements and perform credit assessments.
- Prepare and source information for new and existing client applications.
- Ensure adherence to sanction terms and conditions and collect timely client information.
- Collaborate with Credit and Operations departments to resolve account-related issues.
- Prepare and process security documentation.
- Handle general office duties, including answering phones, assisting clients, and supporting the team.
- Maintain confidentiality of sensitive information and participate in reporting tasks.
- Cover for the Account Executive during absences.
- Present applications and requests to credit departments.
- Actively support all service and sales initiatives, prioritizing client satisfaction.
- Coordinate field surveys as needed.
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