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Relationship Banker-Sandton, ZA Full-Time

CLIENT

Client Service for Bidvest client relationship banker

Bidvest client relationship banker

Correctly anticipating and interpreting the clients’ business requirements in order to get
them to bank with Bidvest Bank, sell right product to right client and ability to close deals

Providing relevant timeous solutions to the client through researching the client’s
business in relation to the current economic climate and educating the client on Bidvest’s
products

Providing excellent service that will result in client referrals and new business

Taking on the role as the primary point of contact for the client, ensuring excellent service
levels and quality to clients to ensure the retention of the client and a long term working
relationship

Continuous face to face and telephonic interaction with clients in order to pre-empt and
proactively address their needs

Assist the client with innovative ways to gain maximum benefit from the products e.g.
offering right product at right time

Pro-actively manage the review process of clients’ facilities, checking, submitting and
motivating the business case for approval to credit and legal departments to achieve
renewal in the necessary time period. (Providing all necessary documents)

Train and assist the client on the necessary systems / processes to deal with the Bank in
the most efficient way, client education

Continual awareness of what is going on in the market and economy to provide relevant
advise to the client at all times

On-boarding – signing up client for first time, following the correct processes in terms of
compliance, credit application and obtaining the facility with the relevant internal
department

Bidvest client relationship banker

Client Service

Also, See : Standard Bank Group Learnernships

  • Provide relevant reports in order to track progress
  • Review the client files and ensure client information updated
  • Update and manage all client interaction on the CRM system

INTERNAL PROCESS

Process Management for Bidvest client relationship banker

  • Successful relationship building with legal, credit, Internal bankers, back office and
  • Treasury in order to achieve clients’ needs
  • Work with legal and credit to ensure that all necessary documents are in place and
    delivered to clients
  • Assist with SARB applications
  • Follow up with all parties to ensure that queries are resolved

Training for Bidvest client relationship banker

  • Manage own development to increase own competencies
  • Ensure all ‘other’ product training is completed, to equip for cross-selling opportunities
  • Ensure all Bidvest Bank mandatory training i.e. Anti-Money Laundry is completed
  • Training and keep abreast with FICA, PoPI compliance and legislation
  • Meet training deadlines as outlined in PDP
  • Keeping abreast of Compliance (FICA) requirements
  • Knowledge of Banking products and channels
  • FAIS compliance
  • Understand the sales cycle

This position is advertised in line with our commitment to Employment Equity.

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