Transactional Banking Consultant - 6 Months

MAIN FUNCTIONS OF THE JOB INCLUDE:

Sales and Marketing

• Grows the Banks Transactional Banking Deposit book by sourcing new clients as well as Servicing existing clients by offering them Transactional Banking services
• Markets the Bank’s Transactional Banking products
• Ensures Sales budgets are met
• Facilitates meetings and introductions with clients
• Presents to clients on Transactional Banking products available
• Communicates with clients i.e. function planning, mailshots etc
• Takes ownership and responsibility for own market sector
• Monitors and drives progress of opportunities identified
• Ensures that the correct product is sold to meet the client’s requirements
• Cross sell the banks products to Transactional banking clients
  Customer Service
• Develops constructive and cooperative working relationship with clients and maintaining them over time
• Checks and encourages transactional activity on Corporate and Business accounts
• opened
• Attends to all clients’ Transactional Banking requests and queries
• Provides an efficient and effective service to all clients at all times in order to
• promote the Banks services
• Networks with clients (maybe required after hours)Administration
• Manages and ensures that administrative functions are carried out efficiently
• Prepares applications and documentation in terms of procedural guidelines and full
• compliance of the Banks requirements
• Prepares welcome and training packs for clients
• Attends to all administrative issues required in terms of the Banks policies for all
• approved deals
• Ensures that all required information from clients are obtained timeously
• Provides reporting line manager with business activity schedules and call reports
• Manages the Enhanced due diligence process for affected clients
• Provides training to clients post opening of accounts