Transactional Banking Portfolio Manager

4 weeks ago

Johannesburg, South Africa FirstRand Full time

About us, purpose, experience and qualifications

**about us**:
**purpose**:

- The core focus of the role is to drive Transactional Banking growth and product penetration via business development and cross sell in RMB’s target customer sectors with existing clients. The role entails understanding the clients’ objectives, and to market relevant product-based solutions to the clients’ needs to enable them to maximise their cashflow position, i.e. optimise their payables and receivables. The role needs to identify the opportunities to optimise the businesses working capital and cash management requirements more broadly and bring in other specialists as necessary. The role focuses on assisting all corporate clients to interact more efficiently with the bank, as well as the promotion of new products and solutions where appropriate. The role identifies existing and developing trends within the clients’ environment and anticipates queries that may arise and incorporates these into sound client service plans aligned to the client’s business needs. The role is responsible to lead all proactive transactional banking related matters with the client, works closely with Coverage, and is the escalation point for clients transactional banking related matters. The role also works closely with the client service suite to derive insights into the types of queries being raised by the client, and is an escalation point for the client when queries logged by the client are not resolved accurately and timeously.**experience and qualifications**:

- Minimum Qualification : 3-year Bachelors degree in Commerce or Finance or Banking or Marketing or a related field
- Preferred Qualification : Honors or post-graduate Bachelors degree in Commerce or Finance or Banking or Marketing or a related field
- 3 - 5 years experience in a similar environment, of which 1 - 2 years ideally at a junior specialist level
- Minimum 3 years supervisory/functional leadership level experience
- Minimum 5 years Corporate Banking experience;
- Knowledge Required:

- Financial Modelling
- Data Analytics
- Scenario Building
- Business Case Development
- Project Management
- Change Management
- Technical Integration Solutioning acumen
- Knowledge of Corporate Transactional Banking Products
- Knowledge and exposure to Banking Systems & Platforms
- Negotiation skills
- Presentation skills
- Competencies:

- Solutions Thinking
- Influence and Impact
- Selling skills
- Verbal and Written Communication
- Anticipating and Managing Change
- Building the Brand
- Business Insight and Risk Awareness
- Commercial and Financial Acumen
- Building Relationships
- Customer Focus
- Drive and Results Orientation
- Courage
- Interpersonal Agility

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