Banker Relationship Enterprise Direct

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