Business Banker - Umhlanga, South Africa - Bidvest Bank
Description
Primary Purpose
We are looking for an exceptional Banker to join our Coastal Division.
Minimum Requirements
Qualifications:
- Grade 1
- Degree
- Certificate in Banking (ideal)
- BCom (Ideal)
- Relevant RE qualification (Ideal)
- Previous Experience in a Sales role is essential
- At least three years of sales experience in a financial services industry (ideal)
- Proficiency in IT (ideal)
Duties and Responsibilities
FINANCE
Monthly Sales Revenue Target
- To proactively cold call and find new clients for Bidvest to meet the monthly revenue
- To educate and promoting Bidvest's full product offering to clients to maximize the revenue that can be generated
- Manage the profit margins through providing clients with comparative information on
- Actively grow the client base by agreed target of new acquisitions a month in order to
CUSTOMER CENTRICITY
Customer Service
- Cold calling, networking and proactively approaching prospective clients to sell Bidvest's
- Correctly anticipating and interpreting the customers' business requirements in order to
close deals
- Providing relevant timeous solutions to the client through researching the client's
products
- Providing excellent service that will result in customer referrals and new business
- Taking on the role as the primary point of contact for the client, ensuring excellent service
working relationship
- Continuous face to face and telephonic interaction with clients in order to preempt and
- Responding speedily and correctly to stakeholder and customer queries.
- Assist the client with innovative ways to gain maximum benefit from the products e.g.
- Proactively manage the review process of clients' facilities, checking, submitting and
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
- Continual awareness of what is going on in the market and economy to provide relevant
- Onboarding signing up customer for first time, following the correct processes in terms
Admin Support
- Provide relevant reports in order to track progress
- Review the client files and keep up to date with changes of directors, board members and
- Update and manage all client interaction on the CRM system
INTERNAL PROCESS
Process Management
- Successful relationship building with legal, credit, Internal bankers, back office and Treasury in
- Signing off files and work with legal and credit to ensure that all necessary documents are in
- Deal with the Financial Surveillance Department to assist and prepare the client to approach
- Follow up with all parties to ensure that queries are resolved
- Keeping abreast of Compliance (FICA) requirements
- Knowledge of Banking products and channels
- FAIS compliance
- Anti Money laundering training
- Understand the sales cycle
- This position is advertised in line with our commitment to Employment Equity._
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