Banker, Transactional, Growth

Standard Bank of South Africa Limited; Kimberley; On-site; CAD 60,000 - 80,000; Full time

Job summary

An established industry player in banking is seeking a dedicated Account Analyst to support Relationship Managers in managing a Growth portfolio. This role involves day-to-day administrative tasks, ensuring compliance, and providing excellent client service. With a focus on portfolio management and client interaction, you'll play a key role in meeting sales and service targets. If you're passionate about banking and have a knack for client relations, this opportunity offers a dynamic environment where your contributions will make a significant impact on the business.

Qualifications

• 3-4 years' experience as an Account Analyst with lending principles exposure.
• Relevant degree in Business & Commercial Banking or equivalent.

Responsibilities

• Support Relationship Manager with administrative and operational functions.
• Ensure compliance requirements are met for the allocated portfolio.

Skills

Portfolio Management

Sales

Client Servicing

Credit Applications

Compliance Requirements

Intermediary Experience (FAIS)

Education

Business & Commercial Banking Degree

NQF6 (FAIS recognized)

Tools

Product Related Systems (Business Banking)

Job description

Business Segment: Business & Commercial Banking

Support the Relationship Manager with the day-to-day administrative (portfolio management), sales, and operational functions for an allocated Growth portfolio. To ensure that all compliance requirements within the portfolio are met and act as a central office-bound contact point for the client, providing sales and service fulfilment aligned to segment targets.

Qualifications

• Business & Commercial Banking or Relevant Degree.
• NQF6 (FAIS recognized).

Experience Required

• 3-4 years' experience as an Account Analyst with exposure to lending principles.
• Sales and client servicing.
• Experience in a back-office Account Support or Client Service Support role to understand how to interact with clients as well as to process client queries and requests.
• Experience in Credit or Retail Credit Collections responsible to complete credit applications.
• Must have relevant intermediary experience in respect of FAIS.

Additional Information

• Adopting Practical Approaches
• Articulating Information
• Developing Expertise
• Account Opening & Maintenance
• Product and Services Knowledge
• Product Related Systems (Business Banking)