Description of the role

• Working in partnership with an External Banker by being pro-actively involved in the facilitation, administration and implementation, of clients’ requests. Working with vanilla credit proposals, and cross selling full product offering. All underpinned by service excellence to clients at all touch points.

Description of your skill and experience

Service excellence and relationship building:

•    Effective and timeous resolution of client queries telephonically or via email
•    Providing sufficient support and education regarding products, processes and system changes
•    Manage client expectations and provide feedback accordingly
•    Liaising with support areas and product houses in order to meet clients’ needs or required transactions
•    Establish and maintain relationship with internal stakeholders and support areas
•    Identify opportunities to fully bank the clients and cross sell product offering
•    Deliver service towards achieving income targets/budgets
•    Educating clients regarding support services available and on-line tools
•    CRM calls around client’s card activity
•    Maintain Deal stream in partnership with Private Banker

Deal facilitation:

•    Facilitation of deals for high volume and high value credit for vanilla transactions
•    Facilitation and processing of all deals including (but not limited to): i.e.
•    Building bonds (facilitated with clients, valuers and builders)
•    Residential properties and Vacant lands
•    Commercial props
•    Secured loans
•    Unsecured loan
•    Non-vanilla type deals
•    Managing the conveyance pipeline
•    Managing payouts of clients lending transactions
•    Managing the cell’s treasury book

Client administration:

•    Management of client data on radar
•    Supporting external consultant by assisting client needs
•    Drafting of documentation for clients
•    Management of systems (Finance)

Risk Management:

•    Identify all basic risk issues
•    Demonstrate in depth understanding of the relevance of documentation required as it pertains to risk
•    Provide client risk reviews or assessments
•    Demonstrate awareness of and take appropriate actions on residuals, recoveries and arrears
•    Proactively adapt to changes in Risk Management
•    Staying abreast of system and process changes (workflow)