Transactional Banking Consultant - 6 Months
Al Baraka Bank Pty LtdSouth Africa2 days ago
Job descriptionDevelops 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 Bank’s services Networks with clients (may be required afterhours) 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 Bank’s requirements Prepares welcome and training packs for clients Attends to all administrative issues required in terms of the Bank’s policies for all approved deals Ensures that all required information from clients are obtained timeously Provides reporting to 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
MAIN FUNCTIONS OF THE JOB INCLUDE :
Sales and Marketing
- Grow 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 bank’s products to Transactional Banking clients
Customer Service
Administration
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Transactional Banking • South Africa
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