ZA, Western Cape, Cape town, Shop 73, AZ Berman Dr, 75 Liberty Promenade
Job Type:
Full-time
Job Ref ID:
80416763A-0001
Date Posted:
4/30/2025
To provide a virtual/ branch-based sales and service function by adding value to small businesses requiring financial and non-financial (e.g., platform business) solutions, which enables customers to pursue their ambitions, allowing them to stimulate and contribute to the South African economy.
Qualifications
1. Educational Qualifications:
Minimum:
Secondary School (Matric) or equivalent.
A diploma or degree in Business Administration, Finance, Accounting, Economics.
Preferred:
Bachelor's degree in business, Finance, Economics, or a related field.
2. Licenses & Certifications:
FAIS Representative (Financial Advisory and Intermediary Services Act) certification is often required, especially in regions where this is a regulatory requirement.
Additional certifications in Risk Management, Credit Analysis, Commercial Banking, or Financial Services may be advantageous.
3. Relevant Experience:
Experience in Relationship Management:
At least 3-5 years of experience managing relationships with business clients, including understanding their financial needs and providing tailored solutions.
Experience in Retail, Business or Commercial Banking:
Familiarity with a range of business banking products and services (loans, credit facilities, cash management, etc.).
Sales and Business Development:
Proven track record in sales, portfolio management, and business development, particularly in the enterprise or corporate banking space.
Risk and Credit Experience:
Knowledge and experience in assessing and managing risk, as well as credit evaluation for business clients.
Client Support and Service:
Demonstrated experience in providing ongoing support to clients while maintaining strong, long-term relationships.
Additional Information
Technical Competencies:
Active Listening
Organization Change Management
Risk Identification
Risk Management
Risk Reporting
Please note:
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