To generate revenue for the Bank by sourcing new clients and proactively managing the account to maximize profitability.

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 Bank's 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 with the 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 Bank's
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

Training

Keeping abreast of Compliance (FICA) requirements
Knowledge of Banking products and channels
FAIS compliance
Anti -Money Laundering training
Understand the sales cycle

Qualifications
Diploma/Certificate
FAIS RE5
Degree with Financial Subjects