Banker, Transactional, Premium

Standard Bank of South Africa Limited; London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A major financial institution in London is seeking to hire a Relationship Support Officer to assist with the day-to-day administrative functions and portfolio management. Ideal candidates will have 3-4 years of experience in account analysis and a strong understanding of business banking principles. The role includes acting as a client contact point and ensuring compliance within the portfolio.

Qualifications

• 3-4 years previous experience as an account analyst or similar position.
• Exposure to lending principles and customer service.
• Understanding of compliance requirements within the portfolio.

Responsibilities

• Support the Relationship Manager with administrative functions.
• Manage the allocated Premium or Growth portfolio.
• Act as a central contact point for the client.

Skills

Product Knowledge (Business Banking)

Customer Service Skills

Agricultural Knowledge/Experience

Education

NQF6 (FAIS recognised)

FAIS Representative License

Job description

Business Segment: Business & Commercial Banking

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.

Qualifications

• NQF6 (FAIS recognised)
• Licenses and Certifications
  - FAIS Representative

Experience Required

• 3-4 years previous 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)

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