Job Description

• To support the Relationship Manager with the day-to-day administrative (portfolio management), sales, operational functions for an allocated Growth 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 Qualification

• NQF6 (FAIS recognised)
•  FAIS Representative

Experience Required

• 3-4 years Experience as an Account Analyst with exposure to lending principles, sales and client servicing in Agric
• 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
• Relationship Banking (Client Coverage)
• Business & Commercial Banking