Portfolio Enterprise Banking Analyst

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.

Requirements

Minimum Qualification

• Business Commerce degree

Experience Required

• 3-4 years' Experience as an Account Analyst with exposure to lending principles,
• sales and client servicing
• Relationship Banking (Client Coverage)
• Business & Commercial Clients
• Experience in a back-office Account Support or Client Service Support role to understand how to interact with clients as well as to process client queries and requests.
• Experience in Credit or Retail Credit Collections responsible to complete credit applications
• Must have relevant intermediary experience in respect of FAIS

Additional information

Behavioral Competencies:

• Adopting Practical Approaches
• Articulating Information
• Checking Details
• Developing Expertise
• Embracing Change

Technical Competencies:

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