Business Segment: Business & Commercial Banking
Location: ZA, WC, Cape Town, 2 Heerengracht Street
Job Type: Full-time
Job Ref ID: 80416693A-0001
Date Posted: 8/7/2025
Job Description
To provide a sales and service function by adding value to Enterprise Banking banking client's ecosystem requiring financial and non- financial (e.g., platform business) solutions.
Qualifications
1. Educational Qualifications:
Minimum:
Secondary School (Matric) or equivalent.
A diploma or degree in Business Administration, Finance, Accounting, Economics.
Preferred:
Bachelor's degree in Business, Finance, Economics, or a related field.
2. Licenses & Certifications:
FAIS Representative (Financial Advisory and Intermediary Services Act) certification is often required, especially in regions where this is a regulatory requirement.
Additional certifications in Risk Management, Credit Analysis, Commercial Banking, or Financial Services may be advantageous.
3. Relevant Experience:
Experience in Relationship Management: At least 3-5 years of experience managing relationships with business clients, including understanding their financial needs and providing tailored solutions.
Experience in Retail, Business or Commercial Banking: Familiarity with a range of business banking products and services (loans, credit facilities, cash management, etc.).
Sales and Business Development: Proven track record in sales, portfolio management, and business development, particularly in the enterprise or corporate banking space.
Risk and Credit Experience: Knowledge and experience in assessing and managing risk, as well as credit evaluation for business clients.
Client Support and Service: Demonstrated experience in providing ongoing support to clients while maintaining strong, long-term relationships.
Additional Information
Behavioural Competencies:
Articulating Information
Convincing People
Documenting Facts
Establishing Rapport
Examining Information
Technical Competencies:
Active Listening
Risk Identification
Risk Measurement
Risk Reporting
Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or [email protected]
Report job
