Banker Relationship Enterprise Portfolio

1 week ago

Worcester, Western Cape, South Africa Standard Bank Group Full time

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:

  1. 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, or 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.
  • Relevant Experience:
    • Experience in Relationship Management: At least 3-5 years of experience managing relationships with business clients, including understanding their financial needs and providing tailored solutions.
    • Experience in 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.

Additional Information:

Technical Competencies:

  • Active Listening
  • Organization Change Management
  • Risk Identification
  • Risk Management
  • Risk Reporting

Remote Work: Employment Type: Full-time

Key Skills: Sales Experience, Presentation Skills, Financial Services, Customer Service, Financial Acumen, Fraud, Math, Military Experience, Banking, Upselling, Cash Handling, RMF

Experience: years

Vacancy: 1

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