Banker, Transactional Growth

Standard Bank of South Africa Limited; Bethlehem (Northampton County); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player in banking is looking for a dedicated Account Analyst to support their Relationship Manager. This role involves managing a growth portfolio, ensuring compliance, and providing exceptional client service. The ideal candidate will have experience in sales and client servicing, alongside a strong understanding of lending principles. Join a forward-thinking firm that values expertise and client relationships, and be part of a team that aims to deliver outstanding banking solutions. If you're ready to make a significant impact in the banking sector, this opportunity is for you.

Qualifications

• 3-4 years of experience as an Account Analyst with exposure to lending principles.
• Relevant intermediary experience in respect of FAIS.

Responsibilities

• Support the Relationship Manager with portfolio management and operational functions.
• Ensure compliance requirements within the portfolio are met.

Skills

Client Servicing

Sales

Portfolio Management

Compliance

Relationship Banking

Education

NQF6 (FAIS recognised)

FAIS Representative License

Tools

Business Banking Systems

Job description

Business Segment: Business & Commercial Banking

To support the Relationship Manager with the day-to-day administrative (portfolio management), sales, 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

• NQF6 (FAIS recognised)
• Licenses & Certifications: FAIS Representative

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
• Relationship Banking (Client Coverage)
• Business & Commercial Banking

Additional Information

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

Please note: All our recruitment processes comply with the applicable local laws and regulations.

We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on [phone] or [e-mail]