Client Relationship Associate - Cape Town, South Africa - Absa Bank Limited
Description
Bring your possibility to life Define your career with us- With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.
CIB Coverage is looking for a Client Relationship Associate based in Cape Town Regional Office.
Job Description:
Accountability:
Sales, Customer Solutioning and Customer Care
- Responsible for Vanilla Products and the cross sales of those products to existing clients,
100 %
- Liaise with Product Specialists (e.g. Electronic Banking ,International Banking Division
ensure client is solutioned comprehensively
- Develop and maintain own contacts with individuals within client's organization
- Acts as a Principal point of contact in the absence of the Banker
- Assists, coordinates and monitors the introduction of clients to and from other areas of
- Conducts, Monitor, analyze and provide supporting actions to improve client service
- Identify potential new clients by building and maintaining a database of potential clients
- Assist in arranging product presentations, where appropriate in conjunction with the
- Conduct Service reviews with clients & implement corrective measures to improve
- Assist in determining the products that most suit the clients' needs and be able to sell, at
- Work with the Banker and Customer Services Consultant to resolve client
- Follow up on transactions in progress to ensure that this is in line with Service Level
- Assist Banker with monthly analysis and management thereby ensuring that all income is
identified and negated proactively
- Collect all fee income i.e. Facility fees, excess fees, raising and valuation fees, etc by
- In conjunction with the Banker ensure that a formal client calling plan is in place and that
- Responsible for the maintenance and implementation of clients transactional pricing
Accountability:
Risk and Operational Management
- Coordinate security and Local Documentary Product (LDP) documentation for
- Coordinates the handling of interest claims
- Coordinates the handling of fraudulent transactions by logging this onto the Customer
- Responsible to assist the Credit Operations in Limits Assurance on portfolios & providing
- Work with the Security /Legal to finalize security and Local Documentary Product (LDP)
- Complete documents and obtain client signature(s) for opening/closing of accounts
- Obtain required documentation from clients e.g. public documents, FICA documents etc
- Follow up with client on outstanding documentation such as FICA, security, product,
- Assist with telephonic enquiries/client queries relating to security matters.
- Assist with KYC reviews, PEP reviews and takeons and Deferrals.
- Ensure that the client complies with Credit conditions of grant relative to the standard
Credit Operations department for updating the Security Management Register.
- Excess Report Management Take daily action based on referral listing and reporting to
Accountability:
Business Management
- Prepare information for and attend client meetings to support client servicing
- Follow up that new clients and products are set up on relevant systems e.g. EBD
- Develop and maintain contacts with Specialists in other areas of the Group Including
- Attend regular meetings held with functional team
- Work as part of a solutioning team namely the Banker, the Credit Analyst, the Customer
Education and Experience Required
- B Degree in Commerce or Finance or CAIB or IOB or equivalent NQF level 6 or higher
- 3 Years experience in a client facing and/or commercial banking environment
- 3 Years
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