OVERALL PURPOSE

• Lula is seeking a highly motivated Business Relationship Banker (BRB) to join our newly formed and dynamic Business Relationship Banking team. In this role, the BRB is responsible for strategically and operationally managing a portfolio of high-value Premium Banking and Funding clients. This role entails acquiring new clients and building strong and value adding relationships with our key clients in order to provide excellent service and recommendations on Lula products that will enable their businesses to succeed.
• If you are someone who likes a new challenge and thrives in an environment where you have the opportunity to contribute towards a top class business relationship banking team, this is the right role for you.

Responsibilities will include:

• Grow a portfolio of high-value Premium Banking and Funding clients, ensuring consistent revenue growth and client retention.
• Prospect and acquire new clients, ensuring they are onboarded in a timely manner.
• Serve as the primary point of contact for premium business banking or funding clients, building and maintaining long-term value adding relationships.
• Utilise your understanding of market trends and client behaviour to provide tailored strategic recommendations and financial solutions that effectively meet client current and future needs.
• Collaborate with the relevant teams and stakeholders to ensure a smooth underwriting and onboarding process for clients that exceed their expectations.
• Regularly service accounts and promote Lula’s product offerings, ensuring client satisfaction is your top priority.
• Conduct thorough analyses of clients’ business needs and financial objectives to identify opportunities for cross-selling, upselling, and promoting Lula products to clients.
• Consistently achieve high client satisfaction scores as per agreed threshold by ensuring that clients are appropriately serviced in line with our value proposition.
• Work seamlessly with the sales support team in ensuring that they are enabled to support you in your portfolio.
• Ensure compliance with internal standards, regulations, and legislative requirements.

THE EXPERIENCE & SKILLS WE’RE LOOKING FOR

• Grade 12 achieved
• Relevant qualification in business, finance, or related field is desirable
• 3+ years of experience with a proven track record managing high-value accounts
• Previous experience in business banking or financial services
• Experience working with CRM systems (Zendesk preferred)
• Proven ability to manage an omni-channel environment
• Familiarity with regulatory compliance in the banking sector
• Advanced analytical skills