Overview
To support the Relationship Manager with the day-to-day administrative functions, portfolio management, entrenchment, and operational functions for an allocated Premium or Growth portfolio. To ensure that all compliance requirements within the portfolio are met and act as a central contact point for the client, providing sales and service fulfilment aligned to segment targets.
Responsibilities
- Provide day-to-day administrative support to the Relationship Manager for an allocated Premium or Growth portfolio, including portfolio management, entrenchment, and operational functions.
- Ensure that all compliance requirements within the portfolio are met and act as a central contact point for the client, providing sales and service fulfilment aligned to segment targets.
Qualifications
NQF6 (FAIS recognised).Licenses and Certifications : FAIS RepresentativeExperience Required
3-4 years explicit experience as an account analyst or similar position to gain exposure to lending principles and customer service.Product Knowledge - Business BankingAgricultural Knowledge / ExperienceAdditional Information
Adopting Practical ApproachesArticulating InformationChecking ThingsDirecting PeopleCustomer Acceptance & Review (Business Banking)#J-18808-Ljbffr