Job Description

Responsibilities:

• Attracting assets in line with targets allocated, expanding the allocated client base, assessing new business ventures and negotiating with clients
• Preparing information to present to the Credit Preview Committee and completing the application within 3 working days of Credit Preview approval
• Marketing to new deposit clients as well as servicing and maintaining existing deposit relationships, including renewals and extension of deposits
• Maintaining relationships and expanding business on existing portfolios. Cooperating with BDD members and other relevant departments to structure the business to match clients needs
• Reviewing and posting Lending Management Reports (6 monthly) to be completed prior to due date / expiry date
• Implementing the policies, rulings, procedures and PPM of Head Office and the Branch as well as complying with the Rules and Regulations of the SARB, Company Act, Bank Act, FICA, AML, etc.
• Assisting BDD management with any ad hoc tasks / requirements, when required

• Minimum 8 years experience in wide range of banking activities
• B Com Marketing / Sales
• RE 5 Certificate - not neg
• 5 years Customer Relations Manager experience within a Financial Institution
• Compulsory: FAIS accredited qualification
• Must be able to bring in new clients for the organization
• Knowledge of domestic and international banking practices
• Experience in analyzing and evaluating financial statements: Complete understanding of Balance sheet structures and Accounting principles and policies
• Knowledge of the legal steps to be taken to recover bad debts: General knowledge of the legal aspects of finance and legal risks, e.g. Companies Act, Bank Act
• General knowledge and understanding of collateral security documentation, the completion thereof and legal aspects when having to realize security

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