To support with the day to day running and maintenance of portfolios by providing a central office-bound contact point for client service queries/ requests, administration assistance and adding value to clients through the identification of cross-selling opportunities, monitoring all loan facilities in the portfolio on a daily basis against set parameters/ conditions.
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Job Responsibilities:
The Financial Advisory and Intermediary Services Act (FAIS) and the Financial Intelligence Centre Act (FICA).
Credit principles and practices, including an understanding of credit application, securities and balance sheet requirements. .
Understanding of how Business Banking operates, as well as understanding the business risks, industry risks and financial requirements pertaining to the business market
Administration processes and procedures pertaining to Business Banking transactions.
The features, benefits and value propositions of respective company product/service offerings.
Client relationship management and service principles.
General banking practices and procedures.
Job Requirements:
Experience in preparing and motivating Credit applications is essential
Bachelor’s Degree in Banking or Commerce
Diploma in Commerce or Banking Knowledge
At least 5 years, of which 1 year should have been spent in the Business Banking environment.