Banker, Transactional, Premium

Standard Bank of South Africa Limited; Bethlehem (Northampton County); On-site; USD 60,000 - 80,000; Full time

Job summary

An established industry player in banking is seeking a dedicated individual to support their Relationship Manager in managing a premium portfolio. This role involves ensuring compliance with all regulatory requirements while providing exceptional service to clients. The ideal candidate will have a solid background in account analysis and relationship banking, contributing to the overall success of the business segment. Join a forward-thinking organization where your skills in customer service and portfolio management will be valued and developed, making a significant impact on client satisfaction and business growth.

Qualifications

• 3-4 years experience in account analysis or similar roles.
• NQF6 qualification required for compliance.

Responsibilities

• Support Relationship Manager with administrative functions.
• Ensure compliance and act as central contact for clients.

Skills

Customer Service

Relationship Banking

Portfolio Management

Lending Principles

Compliance Requirements

Education

NQF6 Qualification (FAIS related)

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 Qualification (FAIS related)

Experience Required

• 3-4 years Previous experience as an account analyst or similar position to gain exposure to lending principles and customer service
• Relationship Banking (Client Coverage)
• Business & Commercial Banking

Additional Information

• Adopting Practical Approaches
• Articulating Information
• Directing People
• Customer Acceptance & Review (Business Banking)
• Product Knowledge (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]