Team Leader: Client Relationship Management
7 days ago
We're on the lookout for energetic, self-motivated individuals who share our passion for service in the banking industry. To be part of the journey, follow the steps below:
- To see what life at Capitec is all about and complete a short assessment, please click here
- Once you have completed the above finalize your application by clicking apply below.
Location: Sandton, GT, ZA
Company: Capitec Bank Ltd
Purpose Statement:
- To effectively lead a team of Relationship Bankers in the Relationship Suite to ensure effective portfolio management, client activations, client retention and revenue growth in agreed set targets.
- To lead and sustain a client focused, high performance, high commitment environment within the Relationship Suite through day-to-day activity management, resource planning and people management.
Experience (Minimum):
- Business Banking experience of at least 3 years
- At least 2 years supervisory / leadership experience
- Portfolio management experience
- Client relationship management experience
- Experience managing successful marketing and cross-sales campaigns
- Experience in preparing and motivating Credit applications
- Sales management experience is essential.
Qualifications (Minimum):
- A relevant tertiary qualification in Business Management or Finance.
Knowledge (Minimum):
- Understanding of business banking and intuitive credit and portfolio management.
- Cross-selling campaign principles and practices to manage and optimise retention and growth within the Suite.
- Business Banking knowledge
- General banking practices and procedures.
- Knowledge of competitor product offerings/ channels/ operational and marketing tactics.
- Credit principles and practices, including an understanding of credit application, securities
- Legal entities (companies, close corporations, sole proprietorships etc.) in the commercial market and the legislative restrictions and requirements governing these from a financial services perspective.
- Financial Advisory and Intermediary Services Act (FAIS) and the Financial Intelligence Centre Act (FICA).
Skills:
- Attention to Detail
- Communications Skills
- Computer Literacy (MS Word, MS Excel, MS Outlook)
- Numerical Reasoning skills
- Planning, organising and coordination skills.
Conditions of Employment:
- Clear criminal and credit record.
Capitec is committed to diversity and, where feasible, all appointments will support the achievement of our employment equity goals.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Business Development and Sales
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