Job Description

FINANCE: Monthly Sales Revenue Target

• To proactively cold call and find new clients for the bank to meet the monthly revenue target

• To educate and promoting the banks full product offering to clients to maximize the revenue that can be generated

• Manage the profit margins through providing clients with comparative information on rates and obtaining the best rates for specific banking products

• Actively grow the client base by agreed target of new acquisitions a month in order to achieve the sales target

CLIENT: Client Service

• Correctly anticipating and interpreting the clients’ business requirements in order to get them to bank , sell right product to right client and ability to close deals

• Providing relevant timeous solutions to the client through researching the client’s business in relation to the current economic climate and educating the client on the banks products

• Providing excellent service that will result in client referrals and new business

• Taking on the role as the primary point of contact for the client, ensuring excellent service levels and quality to clients to ensure the retention of the client and a long term working relationship

• Continuous face to face and telephonic interaction with clients in order to pre-empt and proactively address their needs

• Responding speedily and correctly to stakeholder and client queries.

• Assist the client with innovative ways to gain maximum benefit from the products e.g. offering right product at right time

• Pro-actively manage the review process of clients’ facilities, checking, submitting and motivating the business case for approval to credit and legal departments to achieve renewal in the necessary time period. (Providing all necessary documents)

• Train and assist the client on the necessary systems / processes to deal with the Bank in the most efficient way, client education

• Continual awareness of what is going on in the market and economy to provide relevant advise to the client at all times

• On-boarding – signing up client for first time, following the correct processes in terms of compliance, credit application and obtaining the facility with the relevant internal departments

Process Management:

Successful relationship building with legal, credit, Internal bankers, back office and Treasury in order to achieve clients’ needs

• Work with legal and credit to ensure that all necessary documents are in place and delivered to clients

• Assist with SARB applications

• Follow up with all parties to ensure that queries are resolved

Please see additional request:

Candidates who reside in or willing to work Pretoria (x 5); as well as who will report and be based in Sandton but work in South And East areas.
Please do not apply if you are a Retail banker. I request Business Banker CV’s. Candidates must have dealt with clients as in individuals or businesses. Moreover the candidates must be in lending, forex, and business banking sales experience. These roles are for hunters not farmers. One would be required to “hunt” new business and after a year of servicing those clients hand them over to a relationship manager and continue “hunting” . The budget is (up to 450 K CTC PA).