Analyst, Portfolio, Enterprise Banking

Job Description

To support the Banker, Enterprise (i.e., Portfolio & Multi-Channel) with the day-to-day administration, portfolio management, sales, operational and credit management functions for an allocated portfolio. To ensure that all compliance requirements within the portfolio are met and act as a contact point for the client, providing sales and service fulfilment aligned to segment targets.

Qualifications

Type of Qualification: First Degree

Field of Study: Business Commerce

Experience Required

Minimum 3 years experience as a Account Analyst with exposure to lending principles , sales and client servicing. Experience in Back office Account Support or Client service support to understand how we interact with clients, process client queries and requests.

Additional Information

Behavioural Competencies

• Adopting Practical Approaches
• Articulating Information
• Checking Things
• Developing Expertise
• Embracing Change
• Exploring Possibilities
  
  

Technical Competencies

• Account Opening & Maintenance
• Evaluating Risk Management Effectiveness
• Financial Acumen
• Product and Services Knowledge
• Product Related Systems (Business Banking)
• Risk Awareness
• Risk Identification
  
  

Please note: All our recruitment processes comply with the applicable local laws and regulations.

We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or [email protected]