Banker, Transactional, Premium

Standard Bank Group; Durban; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services group based in Durban is seeking an Account Analyst to support the Relationship Manager. Responsibilities include managing portfolios, ensuring compliance, and providing exceptional client service. Ideal candidates will have 3-4 years of experience in a similar role and an NQF6 qualification. Join a passionate team dedicated to creating growth in Africa.

Qualifications

• 3-4 years previous experience as an account analyst or similar position.
• Knowledge of lending principles and customer service.
• Experience in agricultural financing is advantageous.

Responsibilities

• Support the Relationship Manager with administrative functions.
• Manage portfolios and ensure compliance requirements are met.
• Act as a central contact point for clients.

Skills

Customer service

Lending principles

Product knowledge

Communication skills

Education

NQF6 (FAIS recognised)

FAIS Representative

Job description

Overview

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.

Responsibilities

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

Minimum Qualification

• NQF6 (FAIS recognised).
• Licenses and Certifications
• FAIS Representative

Experience Required

• 3-4 years previous experience as an account analyst or similar position to gain exposure to lending principles and customer service.
• Product Knowledge - (Business Banking)
• Agricultural Knowledge / Experience

Additional Information

Behavioural Competencies:

• Adopting Practical Approaches
• Articulating Information
• Checking Things
• Directing People
• Embracing Change

Technical Competencies:

• Customer Acceptance & Review (Business Banking)
• Product Knowledge (Business Banking)
• Risk Acceptance
• Risk Identification
• Risk Management