Relationship Banker (Sandton)

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)

Qualifications (Ideal or Preferred)

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

Conditions of Employment