Client Relationship Associate

5 months ago

Cape Town, South Africa Absa Bank Limited Full time

Bring your possibility to life Define your career with us
- With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary

CIB Coverage is looking for a Client Relationship Associate based in Cape Town Regional Office.

**Job Description**:
Accountability: Sales, Customer Solutioning and Customer Care
- Responsible for Vanilla Products and the cross sales of those products to existing clients,

and to increase the cross-sell ratio of each client ensuring that each client is solutioned

100 %
- Liaise with Product Specialists (e.g. Electronic Banking ,International Banking Division

(IBD), Absa Cash Solutions, etc) relevant to solutioning for vanilla products, which will

ensure client is solutioned comprehensively
- Develop and maintain own contacts with individuals within client's organization
- Acts as a Principal point of contact in the absence of the Banker
- Assists, co-ordinates and monitors the introduction of clients to and from other areas of

the Absa Group, where appropriate, to solution the client comprehensively
- Conducts, Monitor, analyze and provide supporting actions to improve client service

based on Client Satisfaction Surveys
- Identify potential new clients by building and maintaining a database of potential clients

(as support to the Banker)
- Assist in arranging product presentations, where appropriate in conjunction with the

Banker
- Conduct Service reviews with clients & implement corrective measures to improve

service delivery to the client
- Assist in determining the products that most suit the clients’ needs and be able to sell, at

short notice, on a proactive and reactive basis.
- Work with the Banker and Customer Services Consultant to resolve client

concerns/complaints.
- Follow up on transactions in progress to ensure that this is in line with Service Level

Agreements (SLA).
- Assist Banker with monthly analysis and management thereby ensuring that all income is

reflected correctly for each portfolio and that any negative income/downward trends are

identified and negated proactively
- Collect all fee income i.e. Facility fees, excess fees, raising and valuation fees, etc by

monitoring the clients portfolios in line with applicable transactions
- In conjunction with the Banker ensure that a formal client calling plan is in place and that

weekly client visits are conducted as per agreed targets
- Responsible for the maintenance and implementation of clients transactional pricing

Accountability: Risk and Operational Management
- Co-ordinate security and Local Documentary Product (LDP) documentation for

customer’s signature.
- Co-ordinates the handling of interest claims
- Co-ordinates the handling of fraudulent transactions by logging this onto the Customer

Care Process (CCP) system
- Responsible to assist the Credit Operations in Limits Assurance on portfolios & providing

relevant information to the Credit Operations team.
- Work with the Security /Legal to finalize security and Local Documentary Product (LDP)

documentation
- Complete documents and obtain client signature(s) for opening/closing of accounts
- Obtain required documentation from clients e.g. public documents, FICA documents etc

to support the opening of accounts
- Follow up with client on outstanding documentation such as FICA, security, product,

Local Documentary Product (LDP) related
- Assist with telephonic enquiries/client queries relating to security matters.
- Assist with KYC reviews, PEP reviews and take-ons and Deferrals.
- Ensure that the client complies with Credit conditions of grant relative to the standard

covenants and conditions by obtaining a monthly debtors list, and provide this list to the

Credit Operations department for updating the Security Management Register.
- Excess Report Management Take daily action based on referral listing and reporting to

Credit Exposures Managers on a daily basis.

Accountability: Business Management
- Prepare information for and attend client meetings to support client servicing
- Follow up that new clients and products are set up on relevant systems e.g. EBD

(Electronic Banking Division), Merchant Services & International Banking)
- Develop and maintain contacts with Specialists in other areas of the Group Including

Product Houses, Credit and CPF (Commercial Property Finance),etc
- Attend regular meetings held with functional team
- Work as part of a solutioning team namely the Banker, the Credit Analyst, the Customer

Service Consultant, the Customer Service Officer and the Credit Officers

Education and Experience Required
- B Degree in Commerce or Finance or CAIB or IOB or equivalent NQF level 6 or higher

qualifications
- 3 Years experience in a client facing and/or commercial banking environment
- 3 Years

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