Job Description

• 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

• Business & Commercial Banking or Relevant Degree.
• NQF6 (FAIS recognized).

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.

Additional Information

Behavioral Competencies:

• Adopting Practical Approaches
• Articulating Information
• Checking Details
• Developing Expertise