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- Origination efforts to acquire new clients;
- Cross-sell to existing client base;
- Coverage efforts to service clients in accordance with the segment CVP.
- Portfolio Management:
- Ensure appropriate management of respective portfolios that includes client engagement, portfolio performance management, reporting, and executing client requirements.
- Business Development:
- Agree on financial targets/new business targets and set out tactical plans to achieve this on an annual basis.
- Risk Management:
- Ensure that the portfolio meets the required risk management standards.
Transactional Banker Commercial - Gauteng - Findojobs South Africa

Description
Transactional Banker Commercial
Support the Relationship Executive in optimising profit and economic value for portfolios of Growth Business key account clients requiring medium to high complexity commercial banking requirements.
Key Responsibilities
To support the Relationship Executive with day-to-day administrative functions, portfolio management, entrenchment, and operational functions for an allocated Growth portfolio.
Requirements
Minimum Qualification: NQF6 (FAIS recognised)
Experience Required: 3-4 years previous experience as an account analyst or similar position to gain exposure to lending principles and customer service. Business banking experience will be advantageous.
Adopting Practical Approaches, Articulating Information, Coordinating People, Customer Acceptance & Review (Business Banking), Financial Statements Analysis and Interpretation, Product Knowledge (Business Banking), Risk Management and Mitigation are essential skills.
Bachelor's Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required).
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