REQ 115161  - Lucas Mia

Closing Date  -  19 March 2023

Cluster & Location

Total Business Banking and Retail - RRB: Canada & USA

Career Stream

Relationship Management

Leadership Pipeline

Manage Self: Professional

FAIS Affected

Position

 

Job Purpose

To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve Green Finance strategy to be the most admired bank.

Job Responsibilities

• Build relationships with internal stakeholders through communication and networking as determined by client needs. Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations
• Deliver banking solutions that meet client needs through understanding of client's business and needs through relationship management.
• Manage resources (time; processes and support teams) to optimize value against client expectations.
• Collaborate with third parties by engaging with them as guided by requirements of solutions delivered to clients. Understand clients business and needs through proactive client relationship management according to portfolio mandate.
• Research and analyse information by using problem solving techniques to propose solutions for work challenges. Improve results by tracking and analysing financial reports against agreed measures.
• Complete tasks through planning and reviewing against set targets.
• Comply with risk standards; policies and procedures through training and development as required by group compliance framework. Demonstrate an understanding of risk parameters by managing client relationships according to credit principles

Minimum Experience Level

• 2-3 years' Business Service experience in the financial sector a must
• 6 years' Small Business experience will be an advantage
• 2-3 years’ experience in Business Acquisition essential
• 2-3 years' Relationship management experience would be an advantage

Qualification

• Degree in Business or Finance (e.g. BSc Economics, B Comm, Certified Associate of the Institute of Bankers) is preferred
• NQF Level 5 or Higher in a Financial or Business related field essential
• Matric / Grade 12  / National Senior Certificate
• Valid driver's license and own reliable transport is essential

Type of Exposure

• Conducting root cause, gap and needs analysis
• Interacting with diverse people
• Building and maintaining effective relationships with diverse internal and external stakeholders
• Influencing stakeholders to obtain buy-in for concepts and ideas
• Sharing information in different ways to increase stakeholders understanding
• Writing business proposals
• Communicating complex information

Technical / Professional Knowledge

• Banking knowledge and procedures
• Business acumen and principles
• Business writing
• Communication Strategies
• Data analysis
• Governance, Risk and Controls
• Principles of financial and project management
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Decision-making process