Posted on :
16 Sep, 2013
To grow and retain a portfolio of high value Business Banking relationships by performing a proactive, mobile, value adding financial partnership role. To ensure that close personal attention is given to provide a full array of customised financial solutions tailored to meet the growth needs and potential of the customers within the portfolio. To provide effective relationship management aimed at optimising customer profitability and value to the Bank. To ensure customer satisfaction across allocated portfolio of clients.
Key Result Areas Relationship and portfolio management . Ensures deep understanding of Customer’s business through regular interaction with client at their place of business. Employs the use of client value chain analysis to understand customer needs and deploy banking solutions to meet those needs. Utilises the Banks Customer Relationship Management (CRM) tool to ensure accurate and updated customer information and effectively manage the relationship. Develops and implements a client-calling schedule to visit all clients in the portfolio. Identifies opportunities to migrate clients in line with customer value proposition. Customer Experience. Ensures that customer service expectations are met/ exceeded. Provides a central advisory role to the client. Ensures effective query management and client feedback. Monitors and manages (in collaboration with internal business partners) the delivery of service in line with service level agreements, standards and turnaround times within the Centre. Ensures the implementation of Business Banking Value proposition. Performs a proactive liaison role, at appropriate levels, between relevant stakeholders eg Credit, Operational Shared Services (OSS) and other relevant business partners, to ensure customer service expectations are fully met. Transaction Led Customer Acquisition. Formulates, drives, measures and manages the implementation of a sales performance strategy for the portfolio to grow new business and share of wallet across the portfolios managed. Leverages sales growth tactics and targets in collaboration with business partners in the area eg, Local markets, Prestige and Private Banking, Vehicle and Asset Finance; Electronic Banking; SBFC; SBIB and any other Business Partners. Responsible for driving personal/business interplay in partnership with Private and other Personal Market segments.
Relevant business related tertiary qualification eg B. Comm, Institute of Bankers or related qualification degree is an advantage.
Previous managerial experience (+/- 3 years) as a Business Manager, Account Manager, or any other related role dealing with high value.
Skills and Competencies
Computer literate. Strong negotiation and conflict management skills to create a cooperative and collaborative working environment where conflict is defused and managed. Credit assessment skills. Business acumen. Negotiation skills. Quantitative and Numerical Skills. Excellent verbal and written communication skills. Controlling: Takes charge, directs, manages, and organises. Socially Confident/ Relationship Builder: Self-assured, enjoys meeting people, creates a good impression in social situations, is good with words and knows what to say (even when communicating disagreeable information). Has the need to focus on one task and complete it thoroughly. Structured, Organised, Diligent, Conscientious. Perfectionist and systematic. Goal directed and persistent. Has a fast paced approach. Enjoys initiating and leading from the front. Enjoys visiting clients, analysing their needs, negotiating and selling/servicing. Enjoys numbers and quantification, budgets cash flows, profits and loss calculations. Enjoys controlling and being in charge of a project, operation or division.
How to Apply:
Apply online before 11/10/2013.