Business Segment: Business & Commercial Banking
Location: ZA, WC, Caledon, 16 Plein Street
Job Type: Full-time
Job Ref ID: 80415946A-0002
Date Posted: 8/26/2025
Job Description
To support the Relationship Manager with the day-to-day administrative functions, portfolio management, entrenchment, and operational functions for an allocated Premium or Growth portfolio. To ensure that all compliance requirements within the portfolio are met and act as a central contact point for the client, providing sales and service fulfilment aligned to segment targets.
Qualifications
Minimum Qualification
NQF6 (FAIS recognised).
Licenses and Certifications
- FAIS Representative
3-4 years previous experience as an account analyst or similar position to gain
exposure to lending principles and customer service.
Product Knowledge - (Business Banking)
Agricultural Knowledge / Experience
Additional Information
Behavioural Competencies:
Adopting Practical Approaches
Articulating Information
Checking Things
Directing People
Technical Competencies:
Customer Acceptance & Review (Business Banking)
Product Knowledge (Business Banking)
Risk Acceptance
Risk Identification
Risk Management
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]
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