Banker, Transactional Growth

Standard Bank Group; Upington; On-site; ZAR 300 000 - 600 000; Full time

Job summary

An innovative player in the financial services sector seeks a dedicated Account Analyst to support Relationship Managers. This role involves managing portfolios, ensuring compliance, and serving as a central point for client interactions. You will work in a dynamic environment that values growth and client satisfaction, offering you the opportunity to develop your skills while making a meaningful impact in the community. Join a team that is passionate about creating value and fostering relationships, while contributing to the growth of Africa's economy.

Qualifications

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

Responsibilities

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

Skills

Client Servicing

Sales

Portfolio Management

Credit Applications

Relationship Banking

Education

NQF6 (FAIS recognised)

FAIS Representative License

Tools

Product Related Systems (Business Banking)

Job description

Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals to businesses of all sizes, high net worth families, and large multinational corporates and institutions. We’re passionate about creating growth in Africa, bringing true, meaningful value to our clients and the communities we serve, and creating a real sense of purpose for you.

Job Description

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

1. NQF6 (FAIS recognised)
2. Licenses & Certifications: FAIS Representative

Experience Required

1. 3-4 years Experience as an Account Analyst with exposure to lending principles, sales, and client servicing
2. 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
3. Experience in Credit or Retail Credit Collections responsible to complete credit applications
4. Must have relevant intermediary experience in respect of FAIS
5. Relationship Banking (Client Coverage)
6. Business & Commercial Banking

Behavioural Competencies:

1. Adopting Practical Approaches
2. Articulating Information
3. Checking Things
4. Developing Expertise
5. Embracing Change

Technical Competencies:

1. Account Opening & Maintenance
2. Evaluating Risk Management Effectiveness
3. Financial Acumen
4. Product and Services Knowledge
5. Product Related Systems (Business Banking)