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Banker, Transactional, Premium

Banker, Transactional, Premium

Standard Bank of South Africa LimitedDurban, KwaZulu-Natal, South Africa
1 day ago
Job description

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 Representative
  • Experience 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 Banking
  • Agricultural Knowledge / Experience
  • Additional Information

  • Adopting Practical Approaches
  • Articulating Information
  • Checking Things
  • Directing People
  • Customer Acceptance & Review (Business Banking)
  • #J-18808-Ljbffr

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    Banker Transactional Premium • Durban, KwaZulu-Natal, South Africa

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