JOB DESCRIPTION

• To support the Relationship Manager with the day-to-day administrative (portfolio management), sales, operational and credit management functions for an allocated Entrepreneur portfolio. To ensure that all compliance requirements within the portfolio are met and act as a central office-bound contact point for the client, providing sales and service fulfilment aligned to segment targets.

QUALIFICATIONS
Minimum Qualifications

• Relevant NQF 6 qualification (FAIS recognised qualification)

Experience

• 3-4 years
• Business & Commercial Clients
• 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 the client as well as to process client queries and requests
• Experience in Credit or Retail Credit Collections responsible to complete credit applications

ADDITIONAL INFORMATION
Behavioural Competencies:

• Developing Expertise
• Team Working
• Articulating Information
• Checking Details
• Embracing Change

Technical Competencies:

• Account Opening & Maintenance
• Product and Services Knowledge
• Product Related Systems
• Risk Awareness
• Risk Management