To support the Relationship Manager with the day-to-day administrative functions, portfolio management, entrenchment, and operational functions for an allocated Premium or Growth portfolio. To ensure that all compliance requirements within the portfolio are met and act as a central contact point for the client, providing sales and service fulfilment aligned to segment targets.
Qualifications
Minimum Qualification
NQF6 (FAIS recognised).
Licenses and Certifications
FAIS Representative
Experience Required
3-4 years previous experience as an account analyst or similar position to gain
exposure to lending principles and customer service.
Product Knowledge - (Business Banking)
Agricultural Knowledge / Experience
Additional Information
Behavioural Competencies:
Adopting Practical Approaches
Articulating Information
Checking Things
Directing People
Embracing Change
Technical Competencies:
Customer Acceptance & Review (Business Banking)
Product Knowledge (Business Banking)
Risk Acceptance
Risk Identification
Risk Management
Please note:
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