Banker, Relationship Enterprise Portfolio - WC, Worcester

Standard Bank Group; Worcester; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading banking institution is seeking dynamic individuals to provide virtual and branch-based sales support for small businesses. This role involves offering tailored financial solutions that aid businesses in their growth, while maintaining strong client relationships. Candidates should be qualified in finance or business with proven sales experience.

Qualifications

• At least 3-5 years managing relationships with business clients.
• Proven track record in sales and portfolio management.
• Experience in retail, business or commercial banking.

Responsibilities

• Provide virtual/branch-based sales and service functions.
• Offer financial and non-financial solutions to small businesses.
• Support clients while maintaining long-term relationships.

Skills

Sales

Relationship Management

Risk Management

Client Support

Business Development

Education

Secondary School (Matric)

Diploma or Degree in Business Administration, Finance, Accounting, or Banking

Bachelor's degree in Business, Finance, Economics

Tools

FAIS Representative Certification

Risk Management Certification

Credit Analysis Certification

Job description

Job Location : Western Cape, Worcester Deadline : July 06, 2025 Quick Recommended Links

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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

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.

Preferred :

• Bachelor's degree in business, Finance, Economics.

Licenses & Certifications :

• FAIS Representative(Financial Advisory and Intermediary Services Act) certification, especially in regions where this is a regulatory requirement.
• Certifications inRisk Management, Credit Analysis , or Financial Services could be beneficial.
• Experience in Relationship Management : At least 3-5 years of experience managing relationships with business clients, including understanding their financial needs and providing tailored solutions.
• Experience in Retail, Business or Commercial Banking : Familiarity with a range of business banking products and services (loans, credit facilities, cash management, etc.).
• Sales and Business Development : Proven track record in sales, portfolio management, and business development, particularly in the enterprise or corporate banking space.
• Risk and Credit Experience : Knowledge and experience in assessing and managing risk, as well as credit evaluation for business clients.
• Client Support and Service : Demonstrated experience in providing ongoing support to clients while maintaining strong, long-term relationships.