Purpose Statement

• To manage clients (many-to-many basis) by providing excellent client service which aims to retain and optimise client value whilst attracting new clients to ensure future client growth.

Experience

Minimum:

• 2 years plus previous experience within Business Banking environment 

Ideal:

• Sales, features, benefits and value propositions of products & services 
• Administration of processes and procedures pertaining to Business Banking transactions
• Client Service experience 

Qualifications (Minimum)

• Grade 12 National Certificate / Vocational in Grade 12 National Certificate

Qualifications (Ideal or Preferred)

• Diploma in Accounting – Financial Accounting or Business Management

Knowledge

Minimum:
Knowledge and understanding of:

• Business banking environment including features, benefits and value propositions of products & services
• General banking practices and procedures. 
• Credit principles and practices, including an understanding of credit application, securities and balance sheet requirements. 
• The Financial Advisory and Intermediary Services Act (FAIS) and the Financial Intelligence Centre Act (FICA). 
• Administration processes and procedures pertaining to Business Banking transactions.
• Client relationship management and service principles.

Ideal:
Knowledge and understanding of:

• Capitec Business Bank products and services
• Competitor product offerings/ channels/ operational and marketing tactics would be advantageous.
• Capitec/Business Bank systems and processes

Skills

• Communications Skills
• Administration Skills
• Planning, organising and coordination skills
• Problem solving skills
• Interpersonal & Relationship management Skills
• Attention to Detail