Job Details

Purpose: To attract new business customers to the bank
Identify new prospects in the business customer market
Visit and market the Bank’s products to identified clients.
Interview clients and obtain all necessary information ...

Purpose: To attract new business customers to the bank<br />Identify new prospects in the business customer market <br />Visit and market the Bank’s products to identified clients.<br />Interview clients and obtain all necessary information to asses a credit application.<br />Prepare credit applications to HO credit department for approval<br />Credit meeting with account analyst to monitor progress on applications.<br />Assist branches with credit applications where necessary.<br />Sign all facility letters, security documentations and agreements with clients.<br />Ensure deals are booked successfully.<br />General Liaison with customers.<br />Liaise with Head Office.<br />Correspondence to customers and Head Office.<br />Ensure that all service fees and charge recoveries are made by account analyst.<br />Ensure high quality of service to clients.<br />Promote the Bank’s products.<br />Identify prospective new customers.<br />Review day’s sales performance against target.<br />Negotiate Investment Rates on behalf of clients.<br />Following-up on progress of all approved deals in the pipeline report.<br />Checking of security documentation.<br />Migration of accounts to relationship manager. <br />Pricing applications to Head Office.<br />Resolve clients queries/complaints.<br />Attend meetings/functions in the interest of promoting the Bank.<br />Entertain clients.<br />Keeping call report after each customer’s visit.<br />Weekly summary performance sheet to Head Office.<br />

Inherent Requirements:
Tertiary qualification (3 years business related degree/diploma CAIB or similar certificate in Credit) would be advantageous.<br />Marketing would be an additional advantage<br />FAIS compliant<br />8 years banking experience in general.<br />5 years in business banking experience and new customer acquiring in SME Market with focus on medium market segment.<br />Financial skills.<br />Credit and risk skills.<br />Operational skills.<br />Computer literacy.<br />Communication skills.<br />Decision making ability.<br />Professional standards.<br />Analytical.<br />High energy levels.<br />Stress tolerance.<br />Team player<br />

To apply directly for this position please click on this link: http://www.unique.co.za/candidate_registration.asp

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