Optimise client value whilst attracting new clients to ensure future client growth.
[ads1]
Job Responsibilities:
To manage a portfolio of clients by providing excellent client service which aims to retain and optimise client value whilst attracting new clients to ensure future client growth.
Job Requirements:
Diploma in Accounting – Financial Accounting or Business Management
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. .
1 to 2 years Business Banking experience
Grade 12 National Certificate / Vocational in Grade 12 National Certificate
Business banking environment including features, benefits and value propositions of products & services
Client relationship management and service principles.
Administration processes and procedures pertaining to Business Banking transactions.