Grows the Banks Transactional Banking Deposit book by sourcing new clients as well as Servicing existing clients by offering them Transactional Banking services
Markets the Bank's Transactional Banking products
Ensures Sales budgets are met
Facilitates meetings and introductions with clients
Presents to clients on Transactional Banking products available
Communicates with clients i.e. function planning, mailshots etc
Takes ownership and responsibility for own market sector
Monitors and drives progress of opportunities identified
Ensures that the correct product is sold to meet the client's requirements
Cross sell the banks products to Transactional banking clients
Customer
Service
Develops constructive and cooperative working relationship with clients and maintaining them over time
Checks and encourages transactional activity on Corporate and Business accounts
opened
Attends to all clients' Transactional Banking requests and queries
Provides an efficient and effective service to all clients at all times in order to
promote the Banks services
Networks with clients (maybe required after hours)
Administration
Manages and ensures that administrative functions are carried out efficiently
Prepares applications and documentation in terms of procedural guidelines and full
compliance of the Banks requirements
Prepares welcome and training packs for clients
Attends to all administrative issues required in terms of the Banks policies for all
approved deals
Ensures that all required information from clients are obtained timeously
Provides reporting line manager with business activity schedules and call reports
Manages the Enhanced due diligence process for affected clients
Provides training to clients post opening of accounts
QUALIFICATIONS
Bcom degree (advantage) or Relevant Qualifications in Business Management will be required in order to meet the requirements of the role at the highest level of competence. The incumbent must also be Financial
PREFERRED
EXPERIENCE
A minimum of Minimum of 5 years experience with a financial services institution
preferably in a Sales or similar position. A good knowledge of the Transactional banking suite of products.
SKILLS
REQUIRED
Attention to detail
Good Communication skills (written and verbal)
Efficiency and time management
Ability to work under pressure
Deadline driven
Ability to prioritize tasks
Accuracy
Interpersonal skills
Trustworthy
Confidentiality
Professional
Neighbourly
Willing to travel
Albaraka Bank is an Equal Opportunity Employer. Applicants from the previously disadvantaged groups and people with disabilities will be given preference
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