Transactional Banker

Description

• Providing customized solutions based on an intimate knowledge of existing transactional banking products and services
• To manage client relationships and maximize cross-selling revenues and client profitability while providing effective client support and relationship development relating to transactional banking

Duties

• To maximize cross-selling revenues and client profitability while providing effective client support related to Transactional banking products and services
• Perform effective sales and marketing of all transactional banking products to existing and potential clients, thereby ensuring that sales
• penetration for new business is achieved and an adequate relationship-calling program is maintained
• Providing support to the Transactional Banking Implementation team - including assistance with risk management of Business Banking and
• Corporate and Investment Banking clients
• Manage deal pipeline and work with RM’s / product / channel in driving sales and closing deals
• Develop and maintain credible relationships with clients through reliable, proactive service delivery and the skillful application of specialist knowledge
• Conduct post-implementation evaluation, and analysis of sales effectiveness and profitability of efforts, including reporting on activity to the Sales Manager
• Do competitor benchmarking exercises to inform the bank’s sales, service, product, and pricing strategies
• Providing a central contact point for the customer and adding value to clients through the identification of cross-selling opportunities
• Achieve agreed new sales revenue targets
• Perform a liaison role between the customer and all other internal support divisions of the Bank
• Support the launching of new initiatives, and product enhancements/concepts

Requisites

• Essential Qualifications - NQF Level:
• Matric / Grade 12 / National Senior Certificate
• Minimum Experience Level:
• Diploma/Degree in Banking/Business related studies
• Minimum of three (3) years general banking environment, with exposure to sales
• Sound computer and administration skills as well as an excellent knowledge of banking products
• Fintech knowledge will be an added advantage
• Valid driver’s license (BE)
• Valid code of conduct
• Technical / Professional Knowledge:
• Administrative procedures and systems
• Banking procedures
• Data analysis
• Governance, Risk and Controls
• Mltiple technologies knowledge
• Cluster Specific Operational Knowledge
• Presentation Skills
• Adult learning principles
• Group dynamics
• Quality management and quality assurance principle
• Behavioural Competencies:
• Building Customer Loyalty
• Communication
• Energy
• Delivering High-Impact Presentations
• Work Standards
• Managing Work

Notes

• Only shortlisted applicants will be contacted