Business Banking Team LeaderLula • Cape Town, Western Cape, South Africa

Business Banking Team Leader

Lula • Cape Town, Western Cape, South Africa

30+ days ago

Job description

Job title : Business Banking Team Leader

Reporting to : Head of Sales

Location : Cape Town (Hybrid)

What We Do :

Lula is an innovative and human-focused FinTech company on a mission to help small businesses optimise their cash flow. Our purpose is to help SMEs manage their businesses better faster and more simply so they can spend more time doing what they love.

If youre looking for a new place to call home that believes in the potential of the broader SME landscape in South Africa and a place where youll work with awesome people - then Lulas the place for you!

Were making business banking fast human Lula!

CULTURE CODE

We Embrace Curiosity- We continuously seek better ways to deliver value with a solutions-over-problems mindset.
We win as One - We collaborate build strong relationships and value diverse perspectives
Were Driven by Purpose - We are passionate and committed to delivering the best products and services for SMEs
We Execute with Ambition - We set ambitious goals embrace challenges and deliver with focus and determination.

OVERALL PURPOSE

Lula is seeking an experienced and motivated Business Banking Team Lead to provide strategic and operational leadership to the Business Relationship Banking this role you will lead a team of Business Relationship Bankers who manage a portfolio of high-value Premium Banking and Funding clients. This role entails mentoring the team to acquire new clients and build strong value-adding relationships to provide excellent service and recommendations on Lula products.

If you are a driven leader who thrives on building and guiding a top-class business relationship banking team this is the right role for you

Responsibilities :

Lead mentor and manage a team of Business Relationship Bankers to ensure they consistently meet and exceed performance targets including revenue growth and client retention.

Develop and implement strategies to grow the portfolio of high-value Premium Banking and Funding clients.

Oversee the prospecting and onboarding of new clients ensuring a timely and seamless process.

Serve as an escalation point for complex client issues assisting the team in building and maintaining long-term value-adding relationships with premium business clients.

Guide the team in using market trend analysis and client behavior insights to provide tailored strategic recommendations and financial solutions.

Collaborate with relevant teams and stakeholders to ensure a smooth underwriting and onboarding process that exceeds client expectations.

Monitor team performance to ensure high client satisfaction scores are consistently achieved.

Ensure the team effectively identifies opportunities for cross-selling and upselling Lula products by proactively analysing clients business needs and financial objectives.

Work with the sales support team to ensure they are equipped to support the Business Relationship Bankers in their portfolio management.

Ensure the teams full compliance with internal standards regulations and legislative requirements.

THE EXPERIENCE & SKILLS WERE LOOKING FOR

Grade 12 achieved.

Relevant qualification in business finance or a related field is desirable.

3 years of experience in a sales customer experience or business banking role with a proven track record of managing high-value accounts.

At least 3 years of experience in a team leadership or management position.

Proven ability to manage and mentor a team in a fast-paced omni-channel environment.

Experience working with CRM systems (Zendesk preferred).

Familiarity with regulatory compliance in the banking sector.

Advanced analytical skills (Excel proficiency is a must).

Good sales and negotiation skills enabling the drive of team performance and securing favorable outcomes for both clients and Lula.

A resilient adaptable and hands-on team player who is focused on driving outcomes.

Excellent attention to detail and time management skills.

Ability to multitask and prioritize effectively

Please note that all appointments are subject to our background checking process which may include Credit Criminal and any other job inherent check.

Key Skills

Corporate Paralegal,Aerospace Engineering,Drilling Engineering,Corporate Risk Management,Interior,Data Analysis

Employment Type : Full-Time

Department / Functional Area : Sales

Experience : years

Vacancy : 1

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Team Leader • Cape Town, Western Cape, South Africa