Team Leader: Client Relationship Management (Sandton)

Purpose Statement

• To effectively lead a team of Relationship Bankers in the Relationship Suite to ensure effective portfolio management, client activations, client retention and revenue growth in agreed set targets. 


• To lead and sustain a client focused, high performance, high commitment environment within the Relationship Suite through day-to-day activity management, resource planning and people management.

Experience

Minimum:

• Business Banking experience of at least 3 years


• At least 2 years supervisory / leadership experience


• Portfolio management experience


• Client relationship management experience


• Experience managing successful marketing and cross-sales campaigns


• Experience in preparing and motivating Credit applications 


• Sales management experience is essential. 

Ideal:

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


• Multi-level products available and pricing structures


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

Qualifications (Minimum)

Qualifications (Ideal or Preferred)

Knowledge

Minimum:

• Understanding of business banking and intuitive credit and portfolio management.


• Cross-selling campaign principles and practices to manage and optimise retention and growth within the Suite. 


• Business Banking knowledge


• General banking practices and procedures. 


• Knowledge of competitor product offerings/ channels/ operational and marketing tactics. 


• Credit principles and practices, including an understanding of credit application, securities 


• Legal entities (companies, close corporations, sole proprietorships etc.) in the commercial market and the legislative restrictions and requirements governing these from a financial services perspective. 


• Financial Advisory and Intermediary Services Act (FAIS) and the Financial Intelligence Centre Act (FICA).

Ideal:

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


• Multi-level products available and pricing structures


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

Skills

Conditions of Employment