To proactively promote a relationship-based offering through a primary point of contact, this meets client expectations by providing personalized financial solutions in line with the Value Proposition.
Requirements
- Establishes and builds one-on-one relationships with customers
- Ensures successful retention of existing customers
- Interacts and builds relationships with Business Banking Account Executiveâs and (CIB) Corporate and Investment Banking Relationship Managers
- Manages the 'Cost of Sales' through evaluation of margins, cost of service and utilisation of the multi-channel delivery strategies
- Effectively attends to and monitors customer complaints
- Communicates new product information to all customers
- Acquires new business for the Executive Sub-Segment market
- Maximises bank profitability and ensures value add to customers
- Measures, tracks and manages sales targets and budgets
- Monitors and manages the performance of team members
- Coaches staff on the required behaviours to support Customer 1st tool
- Structures credit applications effectively
- Advises customers on lending product selection
- Fulfills a training/coaching role through upskilling the Transactional Bankerâs regarding their credit knowledge
- Restructures debt for efficiencies through debt consolidation
- Establishes a sound working relationship with Credit
- Manages the timeous completion of annual credit reviews
- Complete all compliance training within laid down timelines
- Ensures complete disclosure to clients in terms of accreditation, service fees and commission
- Ensures that procedures laid down in Group Reference Guide are adhered to
- Ensures Code of Banking Practice is adhered to
- Maintains information on Security and access control system (SACS)
- Complete subpoena / court order tracking sheet when documents are received and forward to Transactional Banker for execution
- Ensures that the Transactional Banker has sent through the relevant documents to Group Legal through regular follow ups
- Responsible to sign all Affidavits before leaving the Branch
- Responsible for inspiring, motivating, leading and managing the team
- Responsible for the recruitment, development and retention of relevant skills
- Ensures the effective selection of staff by matching the skills and competencies to the requirements of the job
- Ensures skills assessments and competency-based training takes place as and when required
- Ensure 100% compliance training for all staff
- Builds organisational capabilities through evaluating likely future requirements and ensuring that individuals are provided with the best possible development opportunities in line with these
- Creates an environment in which learning and development are emphasised and valued
- Takes personal responsibility for coaching and mentoring others
- Effectively delegates authority and responsibility, in line with business objectives, to ensure the empowerment, motivation and effectiveness of all direct and indirect reports
- Promotes a culture where the values of the Bank are seen to be 'alive'
- Ensures the implementation of the leadership promise and employee engagement programme
- Encourages team members to express their views, resolves issues raised by the team, escalates issues if required, and provides feedback to teams on an ongoing basis
- Develops and maintains an open communication channel with direct reports and supports staff to foster greater co-operation and teamwork
- Monitors and manages the performance and development of staff within the area
- Fosters the transformation of the workplace and supports business in the achievement of the undertakings in the transformation scorecard, with specific attention to attaining the Department of Trade and Industry (DTI) targets for the company
- Ensures staff are appropriately and consistently rewarded and recognised for their achievements and outputs
- Ensures that disciplinary action and grievances are addressed and aligned to the companies policies and procedures
- Ensures that the administration regarding staff changes for e.g. Personnel Record Update (PRUâs) are actioned for the relevant department
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Visa Sponsorship
- Four Day Work Week
- Generous Parental Leave
- Tuition Reimbursement
- Relocation Assistance
