Job Description

• To support the Banker, Enterprise (i.e., Portfolio & Multi-Channel) with the day-to-day administration, portfolio management, sales, operational and credit management functions for an allocated portfolio. To ensure that all compliance requirements within the portfolio are met and act as a contact point for the client, providing sales and service fulfilment aligned to segment targets.

Qualifications

Minimum Qualification

• NQF5 (FIAS related)

Experience Required

• 3-4 years Experience as an Account Analyst with exposure to lending principles, sales and client servicing.
• 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.
• Experience in Credit or Retail Credit Collections responsible to complete credit applications.
• Must have relevant intermediary experience in respect of FAIS.