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Banker Relationship Enterprise Direct

Standard Bank Group

Cape Town

On-site

ZAR 300,000 - 600,000

Full time

30+ days ago

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Job summary

An established industry player is seeking a dynamic individual to enhance their sales and service capabilities for small businesses. This role involves providing essential financial and non-financial solutions that empower clients to achieve their goals, thereby contributing to the growth of the local economy. Ideal candidates will have a strong background in business banking, with proven experience in managing client relationships and delivering tailored financial solutions. Join a forward-thinking organization committed to fostering client success and driving economic development in the region.

Qualifications

  • 3-5 years experience managing relationships with business clients.
  • Familiarity with business banking products and services.

Responsibilities

  • Provide sales and service function for small businesses.
  • Understand financial needs and provide tailored solutions.

Skills

Sales Experience
Presentation Skills
Financial Services
Customer Service
Financial Acumen
Fraud
Math
Military Experience
Banking
Upselling
Cash Handling
RMF

Education

Secondary School (Matric) or equivalent
Diploma or degree in Business Administration, Finance, Accounting, or Banking
Bachelor's degree in Business, Finance, or Economics

Job description

To provide a virtual / branch-based sales and service function by adding value to small businesses requiring financial and non-financial (e.g. platform business) solutions which enables customers to pursue their ambitions allowing them to stimulate and contribute to the South African economy.

Qualifications:

  1. Educational Qualifications:
    • Secondary School (Matric) or equivalent.
    • A diploma or degree in a relevant field such as Business Administration, Finance, Accounting, or Banking is often preferred.
  2. Preferred:
    • Bachelor's degree in Business, Finance, or Economics.
  3. Licenses & Certifications:
    • FAIS Representative (Financial Advisory and Intermediary Services Act) certification especially in regions where this is a regulatory requirement.
    • Certifications in Risk Management, Credit Analysis, or Financial Services could be beneficial.
  4. Experience:
    • At least 3-5 years of experience managing relationships with business clients including understanding their financial needs and providing tailored solutions.
    • Familiarity with a range of business banking products and services (loans, credit facilities, cash management, etc.).
    • Proven track record in sales, portfolio management, and business development particularly in the enterprise or corporate banking space.
    • Knowledge and experience in assessing and managing risk as well as credit evaluation for business clients.
    • Demonstrated experience in providing ongoing support to clients while maintaining strong long-term relationships.

Additional Information:

  • Organization Change Management

Remote Work:

Employment Type:

Key Skills: Sales Experience, Presentation Skills, Financial Services, Customer Service, Financial Acumen, Fraud, Math, Military Experience, Banking, Upselling, Cash Handling, RMF

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