Business Banking Specialist

2 weeks ago


Cape Town, Western Cape, South Africa FirstRand group Full time

Job Summary

We are seeking a highly skilled Business Banking Specialist to join our team at FirstRand Group. As a Business Banking Specialist, you will be responsible for managing and growing a portfolio of Small and Medium Enterprises with high profit generation.

Key Responsibilities

  • Conclude telephonic sales aligned to set targets via focused campaigns to further entrench and increase profitability of the existing Business Banking and Commercial Base.
  • Identify customer needs and provide information on a broad range of the business's and groups products and services.
  • Provide simple and complex sales support to clients relating to Transactional Banking, Product and Credit Sales through outbound technology platforms.
  • Maintain and develop new and existing relationships to customers through appropriate propositions and ethical sales methods.
  • Plan and prioritize personal sales activities and customer/prospect contact towards achieving agreed business aims.
  • Communicate, liaise, and negotiate internally and externally using appropriate methods to facilitate the development of profitable business and sustainable relationships.
  • Consistent delivery of high-quality sales with each customer interaction with full accountability on client experience.
  • Update the existing databases with changes and the status of each customer/prospective customer.
  • Arrange/facilitate for the finalization of documentation and information to customers and related parties to conclude on sales.
  • Understand and own key performance indicators track and improve own performance with Personal Development Plans and achievement of Sales Targets.
  • Manage risk and ensure adherence to compliance process.

Qualification Requirements

  • FAIS Compliant (RE5)
  • NQF5 (Financial)
  • 2-year Customer Care/Call Centre environment experience
  • Experience of dealing with high-level customer queries in a Customer Care environment

Company Overview

FirstRand Group is a leading financial services organization that supports the recruitment and advancement of individuals with disabilities. We are committed to creating a diverse and inclusive work environment that values and respects the contributions of all employees.



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