Acquisition Banker (Pipeline)

Purpose Statement

To provide a central based, Business Banking sales and service function that will retain and grow business clients and achieve financial sales and service objectives by following up on sales leads through various digital communication channels. 

Experience

Minimum:

• 3 years previous experience in a retail and or business banking environment, 


• 3 years previous experience  within a sales environment . 

Ideal:

• Previous experience within a Business banking environment 


• Features, benefits and value propositions of the respective company product/service offerings. 


• A good knowledge of administration processes and procedures pertaining to Business Banking transactions

Qualifications (Minimum)

Qualifications (Ideal or Preferred)

Knowledge

Minimum:

• Client  relationship management (CRM) principles and techniques


• Standardized business banking transactional products and other core products relevant to small enterprises


• Business banking product offerings


• Multiple legal entities (companies, close corporations, sole proprietorships, etc.) in the business banking market and from a financial services perspective


• Companies and Intellectual Properties Registration Act (CPIC) for correct documentation/mandate preparation purposes


• Knowledge of competitors offerings


• Knowledge of standardized business banking transactional products and other core products relevant to small enterprises


• Knowledge of the Financial Advisory and Intermediary Services Act (FAIS), the Financial Intelligence Centre Act (FICA) and related anti-money laundering legislation and the National Credit Act (NCA)


• Compliance with the Banking Code of Practice, Credit Risk Manual, Securities Manual and Bank Policies and Procedures

Skills

Conditions of Employment