Relationship Banker

3 weeks ago


Sandton, South Africa Bidvest Bank Full time
About the Role

This is an exciting opportunity to join Bidvest Bank as a Relationship Banker, where you will be responsible for building and maintaining strong relationships with our affluent clients.

Key Responsibilities
  • Sales: Proactively source new clients and manage existing relationships to maximize revenue and profitability.
  • Portfolio Management: Monitor and report on sales activity, identify cross-selling opportunities, and develop a deep understanding of client needs.
  • Risk Management: Comply with governance requirements, understand client risk profiles, and optimize product mixes.
  • Client Service: Anticipate and interpret client business requirements, provide relevant solutions, and deliver excellent service to ensure client retention and referrals.
  • Administration: Provide regular reports, review client files, and update client information on our CRM system.
Requirements
  • Matric qualification.
  • National Diploma in Finance or Bankin
  • Previous sales experience in financial services.
  • Strong communication and interpersonal skills.
  • Ability to work in a team environment.

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