Internal Banker

3 months ago

Durban South, South Africa Investec Full time

Description of the role 

Responsible for the facilitation, administration, and implementation, working in partnership with the Mortgage Origination Banker and being pro-actively involved in acquiring new target market clients, cross selling our client value proposition and vanilla credit proposals, all underpinned by service excellence to clients & Mortgage Originators at all touch points. A dynamic self-starter , calm under pressure, and not afraid to take initiative.  Predominantly working in MO, with some focus on assisting other Bankers in the KZN Region.

Description of key responsibilities:

Effective and timeous resolution of client / MO queries telephonically or via email 
• Providing sufficient support and education regarding products, processes and system changes
• Manage client & MO expectations and provide feedback accordingly
• Liaising with support areas and product houses to meet clients' needs or required transactions
• Establish and maintain relationship with internal stakeholders & Mortgage Originators
• Identify opportunities to fully bank the clients and cross sell product offering, look for opportunities for the client across Investec Group, enable and connect client to different opportunities within the group.
• Deliver service towards achieving targets/budgets
• Educating clients regarding support services available and on-line tools
• Maintain Deal stream in partnership with MO Bankers
• Follow up on CRM leads, feedback and update on leads
• Implement and drive MO strategy across banking business – feedback to banking forums
• Manage processes and expectations with internal stakeholders (valuations/Legal/attorneys/credit)
• Drive acquisition along with lending take up
• Attend & present at MO roadshows and MO national forums etc. 

Deal facilitation:

Facilitation of deals for high volume and high value credit for vanilla transactions
• Facilitation and processing of all deals including (but not limited to):
Ø Building bonds 
Ø Residential properties and Vacant lands
Ø Commercial props
Ø Secured loans
Ø Unsecured loan
Ø Non-vanilla type deals 
• Managing the conveyance pipeline
• Managing payouts of clients lending transactions

Client administration :

• Management of client data on radar & CRM
• Supporting MO Bankers by assisting with client / MO needs and administration
• Drafting of documentation for clients 
• Management of systems (Finance, Card400, lotus, frontline, CRM etc)

Risk Management:

• Identify all basic risk issues
• Demonstrate in depth understanding of the relevance of documentation required 
• Proactively adapt to changes in Risk Management
• Staying abreast of system and process changes (workflow)

Investec Culture 

At Investec we look for dynamic, energetic people filled with tenacity, integrity and out of the ordinary thinking.

We value individuals who in turn value our that is, a can-do attitude while challenging convention.

Diversity, competency, and flexible leadership are respected in pursuit of the growth of our business.

We are committed to diversity and inclusion when recruiting internally and externally. 


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