Client Relationship Manager (Banking)

Placements24; Soweto; On-site; ZAR 420,000 - 540,000; Full time

Benefits offered by this job

Competitive salary with commission/bon

Medical aid & retirement fund

Ongoing training & development

Career advancement

Team-oriented environment

Job summary

Placements24 is seeking a dedicated Client Relationship Manager for its Soweto branch. The role focuses on building and maintaining strong relationships with high-value banking clients, understanding their financial needs, and delivering tailored solutions in a community-focused setting.

You will manage client inquiries, identify cross-sell opportunities across loans, investments, and insurance, and collaborate with internal teams to ensure seamless service.

Qualifications

• Bachelor's degree in Commerce, Finance, or related field.
• 3–5 years client relationship management or sales experience.
• Proven track record of meeting sales and service goals.
• Strong knowledge of banking products and financial planning concepts.
• Excellent communication, negotiation, and interpersonal skills.
• Team player with ability to work independently.
• Proficient in banking software and MS Office.
• Passion for serving the Soweto community.

Responsibilities

• Manage a portfolio of high-value banking clients.
• Develop and nurture long-term relationships built on trust and service.
• Identify cross-sell and up-sell opportunities across banking products.
• Provide expert advice on financial planning and investment options.
• Handle client inquiries and resolve issues to ensure satisfaction.
• Onboard new clients and conduct needs assessments.
• Stay updated on bank products and market trends.
• Collaborate with internal departments to facilitate transactions.
• Meet sales and service targets.
• Maintain accurate client records and documentation.

Skills

Client relationship management

Sales experience

Communication skills

Problem-solving

Education

Commerce/Finance degree

Tools

Banking software

MS Office Suite

Job description

About the Role

Our client, a well-established bank with a strong community focus in Soweto, is looking for a dedicated and customer-centric Client Relationship Manager. This role is essential for fostering and maintaining strong relationships with our valued banking clients, understanding their financial needs, and providing tailored solutions. The position is based in our Soweto branch, offering direct engagement with the local community. We are seeking an individual with excellent interpersonal skills, a thorough understanding of banking products and services, and a passion for delivering exceptional customer service. This is a fantastic opportunity to build a rewarding career within a supportive banking environment and make a tangible difference to clients' financial well-being.

Key Responsibilities

• Manage a portfolio of high-value banking clients, ensuring their needs are met proactively.
• Develop and nurture long-term relationships built on trust and excellent service.
• Identify opportunities to cross-sell and up-sell relevant banking products and services (e.g., loans, investments, insurance).
• Provide expert advice and guidance on financial planning and investment options.
• Handle client inquiries, resolve issues, and ensure a high level of customer satisfaction.
• Onboard new clients and conduct thorough needs assessments.
• Stay updated on bank products, services, and market trends to offer informed solutions.
• Collaborate with internal departments (e.g., credit, investment) to facilitate client transactions and requirements.
• Meet individual and team sales and service targets.
• Maintain accurate client records and documentation.

Requirements

• Bachelor's degree in Commerce, Finance, Business Management, or a related field.
• Minimum of 3-5 years of experience in client relationship management, sales, or a similar role within the banking or financial services industry.
• Proven track record of achieving sales and service goals.
• In-depth knowledge of banking products, services, and financial planning concepts.
• Excellent communication, negotiation, and interpersonal skills.
• Strong problem-solving abilities and a customer-first approach.
• Ability to work effectively in a team and independently.
• Proficiency in banking software and MS Office Suite.
• A passion for serving the Soweto community is highly desirable.

Benefits

• Competitive salary package with attractive commission/bonus structures.
• Opportunity to work within a reputable banking institution in Soweto.
• Comprehensive medical aid and retirement fund contributions.
• Ongoing training and professional development opportunities.
• Career advancement prospects within the bank.
• A supportive and team-oriented work environment.