Morvest Jobs: Transactional Banker

Posted on :

17 Jul, 2013

Category :

Banking Jobs in South Africa

Transactional Banker Vacancy

Banking / Finance and Investment, Gauteng JHB – Southern Suburbs


Transactional BankerLocation: SandtonPermanent Position

Purpose of Role:

Drive Transactional Banking Sales retention, growth and cross sell strategy with respect to domestic NIR from existing and new clients as a specialist sales function.


Outputs Required:

  • Drive the retention and acquisition of domestic Transactional Banking revenue streams from the existing corporate client base as a specialist servicing, sales & marketing function aligned with a specific Corporate Banking Team;
  • Preparation and management of monthly reporting on CRM from a strategic, financial client relationship and wallet share analysis perspective, e.g.: Pipeline management and client activity reports;
  • Work closely with the corporate banking team to strategize around organic growth and new business acquisition;
  • Identifying client requirements and potential transactional banking solutions from existing clients;
  • New client research and opportunity identification;
  • Following up leads for organic/ new business from existing clients;
  • Preparation of client proposals encompassing the identification of client solutions, profitability analysis for pricing, preparation of sales presentations and the execution thereof, and development of implementation plans;
  • Oversee migration of existing clients onto the company business;
  • Achieve a high rate of client penetration in terms of call planning, quality client visits and interactions, resulting in strong client retention;
  • Liaise and develop relationships with internal stakeholders i.e. Corporate Bankers, Credit, Client Integration Services, Product and Channel Management, Retail, Capital, Card Acquiring/ Issuing and Cash operations;
  • Drive the transactional banking value proposition to a portfolio of corporate clients with the intention of converting clients’ primary banker status to the company;
  • Development and implementation of client strategies across all Domestic Transactional Banking products – e.g. payments, electronic banking, cash, card and distribution channels.


Key Deliverables

  • Drive and achieve financial deliverables – achieve targets in terms of revenue and volumes across all domestic transactional banking products – aligned with a specific Relationships Management team;
  • Drive sales of transactional banking products with the emphasis on cross-selling and new client acquisition;
  • Ensure seamless delivery of transactional banking solutions to corporate clients;
  • Business deliverables include client interactions, relationship building and admin/process deliverables in terms of portfolio management and client delivery.


Technical Competencies:

  • Proven record in a sales environment;
  • The ability to understand, scope and drive client requirements from a domestic transactional banking requirements point of view;
  • Excellent presentation skills;
  • Technical competency in understanding transactional banking and related products, services and channels (the full product and channel offering);
  • The ability to develop client confidence in our offering, pricing and service and to ensure that all client contact creates and sustains value;
  • The ability to manage a client base in terms of account/portfolio planning and the execution of planned strategies;
  • Strategic input into the Transactional Banking Sales approach and client engagement model;
  • Computer Literate;
  • Financial analysis and reporting skills;
  • Excellent written and verbal communication skills.


Formal Qualifications:

  • Relevant tertiary education and working experience.


Experience required:

  • At least 5 years’ experience in a sales and financial services environment;
  • Strong client servicing skills;
  • Corporate client facing relationship experience is critical;
  • Financial re-+porting and analysis experience necessary.


How to Apply

Click here to apply online

Closing date: 19 July 2013

Ref: PTA000984/ks

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