To provide a virtual / branch-based sales and service function by adding value to small businesses requiring financial and non-financial (e.g. platform business) solutions which enables customers to pursue their ambitions allowing them to stimulate and contribute to the South African economy.
Qualifications:
- Educational Qualifications:
- Secondary School (Matric) or equivalent.
- A diploma or degree in a relevant field such as Business Administration, Finance, Accounting, or Banking is often preferred.
- Preferred:
- Bachelor's degree in Business, Finance, or Economics.
- Licenses & Certifications:
- FAIS Representative (Financial Advisory and Intermediary Services Act) certification especially in regions where this is a regulatory requirement.
- Certifications in Risk Management, Credit Analysis, or Financial Services could be beneficial.
- Experience:
- At least 3-5 years of experience managing relationships with business clients including understanding their financial needs and providing tailored solutions.
- Familiarity with a range of business banking products and services (loans, credit facilities, cash management, etc.).
- Proven track record in sales, portfolio management, and business development particularly in the enterprise or corporate banking space.
- Knowledge and experience in assessing and managing risk as well as credit evaluation for business clients.
- Demonstrated experience in providing ongoing support to clients while maintaining strong long-term relationships.
Additional Information:
- Organization Change Management
Remote Work:
Employment Type:
Key Skills: Sales Experience, Presentation Skills, Financial Services, Customer Service, Financial Acumen, Fraud, Math, Military Experience, Banking, Upselling, Cash Handling, RMF
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