Team Leader: Client Relationship Management
2 weeks ago
Apply by:
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.
- 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.
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.
Ideal:
- Features, benefits and value propositions of the respective company product/service offerings.
- Multi-level products available and pricing structures
- A good knowledge of administration processes and procedures pertaining to Business Banking transactions
- A relevant tertiary qualification in Business Management or Finance
- Bachelor's Degree in Business Management or Finance
Minimum:
- Understanding of business banking and intuitive credit and portfolio management.
- Cross-selling campaign principles and practices to manage and optimize 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).
Ideal:
- Features, benefits and value propositions of the respective company product/service offerings.
- Multi-level products available and pricing structures
- A good knowledge of administration processes and procedures pertaining to Business Banking transactions
- Attention to Detail
- Communications Skills
- Computer Literacy (MS Word, MS Excel, MS Outlook)
- Numerical Reasoning skills
- Planning, organising and coordination skills
- Clear criminal and credit record
Capitec is committed to diversity and, where feasible, all appointments will support the achievement of our employment equity goals.
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