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Banker, Relationship Enterprise Portfolio
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Banker, Relationship Enterprise Portfolio Job Overview Business Segment: Business & Commercial Banking Location: ZA, WC, Worcester, High Street 80 To provide a virtual/branch-based sales and service function by adding value to small businesses requiring financial and non-financial (e.g., platform business) solutions, which enables customers to pursue their ambitions, allowing them to stimulate and contribute to the South African economy. Qualifications Educational Qualifications: Minimum: Secondary School (Matric) or equivalent. A diploma or degree in a relevant field, such as Business Administration, Finance, Accounting, or Banking, is often preferred. Preferred: Bachelor's degree in business, Finance, Economics. Licenses & Certifications: FAIS Representative (Financial Advisory and Intermediary Services Act) certification, especially in regions where this is a regulatory requirement. Certifications in Risk Management , Credit Analysis , or Financial Services could be beneficial. Experience: Relationship Management: At least 3-5 years of experience managing relationships with business clients, including understanding their financial needs and providing tailored solutions. Retail, Business or Commercial Banking: Familiarity with a range of business banking products and services (loans, credit facilities, cash management, etc.). Sales and Business Development: Proven track record in sales, portfolio management, and business development, particularly in the enterprise or corporate banking space. Risk and Credit Experience: Knowledge and experience in assessing and managing risk, as well as credit evaluation for business clients. Client Support and Service: Demonstrated experience in providing ongoing support to clients while maintaining strong, long-term relationships. Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any form of