Proactive Business Banking Expert
3 days ago
Capitec Bank Ltd. is seeking an experienced Proactive Business Banking Expert to join our team.
The successful candidate will have a strong background in business banking, with expertise in preparing and motivating credit applications.
This role requires excellent interpersonal and relationship management skills, as well as the ability to extract, analyze, and apply CRM insights to influence client management approaches.
- Key Responsibilities:
- To provide proactive business banking sales and service management that retains and grows a portfolio of business clients by identifying and implementing value-added financial solutions.
- Manage a complex portfolio of business customers with a service and financial analysis focus.
- Hold responsibility for client relationship management of high-value clients with varied and complex needs.
- A minimum of 5 years of banking experience, with at least 3 years spent in the business banking environment.
- Advanced customer relationship management (CRM) principles and techniques.
- Different industry sectors and sector risk profiles/trends.
- Local market (LM) sales principles and practices.
- General banking practices and procedures.
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