Transactional Banking Consultant - 6 Months at Al Baraka Bank South Africa

MAIN FUNCTIONS OF THE JOB INCLUDE:

Sales and Marketing

• Grows the Banks Transactional Banking Deposit book by sourcing new clients as well as Servicing existing clients by offering them Transactional Banking services
• Markets the Bank’s Transactional Banking products
• Ensures Sales budgets are met
• Facilitates meetings and introductions with clients
• Presents to clients on Transactional Banking products available
• Communicates with clients i.e. function planning, mailshots etc
• Takes ownership and responsibility for own market sector
• Monitors and drives progress of opportunities identified
• Ensures that the correct product is sold to meet the client’s requirements

Customer Service

• Develops constructive and cooperative working relationship with clients and maintaining them over time
• Checks and encourages transactional activity on Corporate and Business accounts opened
• Attends to all clients’ Transactional Banking requests and queries
• Provides an efficient and effective service to all clients at all times in order to promote the Banks services
• Networks with clients (maybe required after hours)

Administration

• Manages and ensures that administrative functions are carried out efficiently
• Prepares applications and documentation in terms of procedural guidelines and full compliance of the Banks requirements
• Prepares welcome and training packs for clients
• Attends to all administrative issues required in terms of the Banks policies for all approved deals
• Ensures that all required information from clients are obtained timeously
• Provides reporting line manager with business activity schedules and call reports
• Manages the Enhanced due diligence process for affected clients
• Provides training to clients post opening of accounts

Requirements

QUALIFICATIONS

• Bcom degree (advantage) or Relevant Qualifications in Business Management will be required in order to meet the requirements of the role at the highest level of competence. The incumbent must also be Financial

PREFERRED EXPERIENCE

• A minimum of Minimum of 5 years experience with a financial services institution
• preferably in a Sales or similar position. A good knowledge of the Transactional banking suite of products.