Lets find opportunities together. Lets get it done. As a subsidiary of The Bidvest Group Limited, were an entrepreneurial bank that seeks out the opportunities and market gaps which traditional banking often ignores. By being flexible and nimble, were able to service our customers better than anyone else. How? We understand that no two individuals are ali...
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Primary Purpose
- The successful incumbent will be responsible for generating revenue for Bidvest Bank by sourcing new clients and proactively managing the account to maximize profitability. To grow and retain a portfolio of high value banking relationships by performing proactive value adding partnership, by providing banking solutions and services to maintain and grow existing customer base. To develop and maintain a portfolio of important revenue generating client relationships within the defined affluent market segment.
Minimum Requirements
Qualifications
- Matric
- National Diploma – Finance/Certificate in Banking
- RE5 – Completed within allocated time
- BCom Banking, Finance, Commercial (ideal)
Experience
- 3 to 5 years' experience in Forex or similar role
Competencies
- Ability to develop a plan to achieve the sales objectives
- Financial acumen with sound FX business knowledge
- Can demonstrate strong success in new business sales
- Strong communicator, with understanding of sales principles
- Negotiation skills
- Able to build long-term client relationships
- Must have sound Financial Services/FX market knowledge
- Credit assessment and deal structuring skills
- Knowledge of developments in money markets, legislation and statutory requirements
Duties and Responsibilities include but not limited to:
FINANCIAL MANAGEMENT
- Contribute to cost management
- Plans, initiates and drives sales to achieve Elite revenue target (Business Forex and Corporate Travel Forex)
- Acquire and onboard new customers
- Ensure sales targets and budgets are met
CUSTOMER CENTRICITY AND STAKEHOLDER MANAGEMENT
- Deliver on excellent customer experience aligned to Bidvest Bank services standards
- Manage portfolio through cross-selling of:
- Increase bank revenue by selling right products and services
- Market and promote Bidvest Bank through product cross-selling i.e. ABF, BMS, Trade Finance etc.
- Proactively identify migration and conversion opportunities
- Stakeholder management: legal, credit, Bankers, back office and Treasury in order to achieve clients’ needs
OPERTIONAL EXCELLENCE
- Anti Money Laundering (AML), Counter Terrorist Financing (CFT) and Sanctions Programmes implementation Ensure the receipt and capturing of customer information accurately during the account origination process
- Ensure client onboarding is aligned to internal processes i.e. compliance, credit, internal stakeholder engagement etc.
- Ensure client onboarding process is seamless
- Ensure accurate capturing, updates and amendments of customer information
PEOPLE MANAGEMENT
Drive people culture
- Contribute to teamwork (level of teamwork, accountability, delivery, quality & speed of information shared contribution to efficiency and effectiveness of area)
- Share knowledge and insight with team members and provide mentoring and coaching to build depth of skills and knowledge within the team
REPORTING AND DATA MANAGEMENT
- Provide weekly/monthly sales report to track progress
- Ensure client files are reviewed and updated
- Update and managed all client interaction on CRM
LEARNING AND GROWTH
Personal and Intellectual Capital Development
- Take ownership for driving own career development by preparing own Personal Development Plan and achieving the objectives/milestones set out in the development plan
- Actively work towards developing knowledge related to compliance and ethical business practices trends and developments, and work towards building own Intellectual Property
go to method of application »
Primary Purpose
- The successful incumbent will be responsible for generating revenue for Bidvest Bank by sourcing new clients and proactively managing the account to maximize profitability. To grow and retain a portfolio of high value banking relationships by performing proactive value adding partnership, by providing banking solutions and services to maintain and grow existing customer base. To develop and maintain a portfolio of important revenue generating client relationships within the defined affluent market segment.
Minimum Requirements
Qualifications
- Matric
- National Diploma – Finance/Certificate in Banking
- RE5 – Completed within allocated time
- BCom Banking, Finance, Commercial (ideal)
Experience
- 3 to 5 years' experience in Forex or similar role
Competencies
- Ability to develop a plan to achieve the sales objectives
- Financial acumen with sound FX business knowledge
- Can demonstrate strong success in new business sales
- Strong communicator, with understanding of sales principles
- Negotiation skills
- Able to build long-term client relationships
- Must have sound Financial Services/FX market knowledge
- Credit assessment and deal structuring skills
- Knowledge of developments in money markets, legislation and statutory requirements
Duties and Responsibilities include but not limited to:
FINANCIAL MANAGEMENT
- Contribute to cost management
- Plans, initiates and drives sales to achieve Elite revenue target (Business Forex and Corporate Travel Forex)
- Acquire and onboard new customers
- Ensure sales targets and budgets are met
CUSTOMER CENTRICITY AND STAKEHOLDER MANAGEMENT
- Deliver on excellent customer experience aligned to Bidvest Bank services standards
- Manage portfolio through cross-selling of:
- Increase bank revenue by selling right products and services
- Market and promote Bidvest Bank through product cross-selling i.e. ABF, BMS, Trade Finance etc.
- Proactively identify migration and conversion opportunities
- Stakeholder management: legal, credit, Bankers, back office and Treasury in order to achieve clients’ needs
OPERTIONAL EXCELLENCE
- Anti Money Laundering (AML), Counter Terrorist Financing (CFT) and Sanctions Programmes implementation Ensure the receipt and capturing of customer information accurately during the account origination process
- Ensure client onboarding is aligned to internal processes i.e. compliance, credit, internal stakeholder engagement etc.
- Ensure client onboarding process is seamless
- Ensure accurate capturing, updates and amendments of customer information
PEOPLE MANAGEMENT
Drive people culture
- Contribute to teamwork (level of teamwork, accountability, delivery, quality & speed of information shared contribution to efficiency and effectiveness of area)
- Share knowledge and insight with team members and provide mentoring and coaching to build depth of skills and knowledge within the team
REPORTING AND DATA MANAGEMENT
- Provide weekly/monthly sales report to track progress
- Ensure client files are reviewed and updated
- Update and managed all client interaction on CRM
LEARNING AND GROWTH
Personal and Intellectual Capital Development
- Take ownership for driving own career development by preparing own Personal Development Plan and achieving the objectives/milestones set out in the development plan
- Actively work towards developing knowledge related to compliance and ethical business practices trends and developments, and work towards building own Intellectual Property
go to method of application »
Primary Purpose
- The successful incumbent will be responsible for generating revenue for Bidvest Bank by sourcing new clients and proactively managing the account to maximize profitability. To grow and retain a portfolio of high value banking relationships by performing proactive value adding partnership, by providing banking solutions and services to maintain and grow existing customer base. To develop and maintain a portfolio of important revenue generating client relationships within the defined affluent market segment.
Minimum Requirements
Qualifications
- Matric
- National Diploma – Finance/Certificate in Banking
- RE5 – Completed within allocated time
- BCom Banking, Finance, Commercial (ideal)
Experience
- 3 to 5 years' experience in Forex or similar role
Competencies
- Ability to develop a plan to achieve the sales objectives
- Financial acumen with sound FX business knowledge
- Can demonstrate strong success in new business sales
- Strong communicator, with understanding of sales principles
- Negotiation skills
- Able to build long-term client relationships
- Must have sound Financial Services/FX market knowledge
- Credit assessment and deal structuring skills
- Knowledge of developments in money markets, legislation and statutory requirements
Duties and Responsibilities include but not limited to:
FINANCIAL MANAGEMENT
- Contribute to cost management
- Plans, initiates and drives sales to achieve Elite revenue target (Business Forex and Corporate Travel Forex)
- Acquire and onboard new customers
- Ensure sales targets and budgets are met
CUSTOMER CENTRICITY AND STAKEHOLDER MANAGEMENT
- Deliver on excellent customer experience aligned to Bidvest Bank services standards
- Manage portfolio through cross-selling of:
- Increase bank revenue by selling right products and services
- Market and promote Bidvest Bank through product cross-selling i.e. ABF, BMS, Trade Finance etc.
- Proactively identify migration and conversion opportunities
- Stakeholder management: legal, credit, Bankers, back office and Treasury in order to achieve clients’ needs
OPERTIONAL EXCELLENCE
- Anti Money Laundering (AML), Counter Terrorist Financing (CFT) and Sanctions Programmes implementation Ensure the receipt and capturing of customer information accurately during the account origination process
- Ensure client onboarding is aligned to internal processes i.e. compliance, credit, internal stakeholder engagement etc.
- Ensure client onboarding process is seamless
- Ensure accurate capturing, updates and amendments of customer information
PEOPLE MANAGEMENT
Drive people culture
- Contribute to teamwork (level of teamwork, accountability, delivery, quality & speed of information shared contribution to efficiency and effectiveness of area)
- Share knowledge and insight with team members and provide mentoring and coaching to build depth of skills and knowledge within the team
REPORTING AND DATA MANAGEMENT
- Provide weekly/monthly sales report to track progress
- Ensure client files are reviewed and updated
- Update and managed all client interaction on CRM
LEARNING AND GROWTH
Personal and Intellectual Capital Development
- Take ownership for driving own career development by preparing own Personal Development Plan and achieving the objectives/milestones set out in the development plan
- Actively work towards developing knowledge related to compliance and ethical business practices trends and developments, and work towards building own Intellectual Property
go to method of application »
Primary Purpose
- To execute the Fleet & Asset Finance sales opportunities within agreed – chosen segments in order to achieve the desired targets and build and maintain effective relationships.
Minimum Requirements
Qualifications
- Matric (Accounting and Mathematics)
Experience
- 3-5 years’ work experience
Ideal
- Diploma/Degree - Financial Qualification
Competencies
- Business acumen
- Attention to detail
- Self-confidence
- Teamwork
- Adaptability
- Ability to build and maintain effective relationships
- Energy and Drive
- Independence
- Leadership
- Takes initiative
- Microsoft Outlook, word and Excel efficiency
Duties and Responsibilities
FINANCE
New Business Development
- Attain New Business targets in line with Fleet & Asset Finance chosen segment and the agreed customer value proposition.
- Achieve targets in line with ROE’s by driving and securing quality business price for risk
- Pro-actively identify and develop business potential.
- Gather and submit information about competitor activity and market development
- Maximize bank profitability through cross selling specifically focusing on value adds and acquisitions.
- Meet weekly & Monthly targets in terms of set number of prospecting phone calls and new business meetings
- Actively manage 30 - 40 active prospects based on the 80/20 principal of Hot, Warm and Cold
OPERATIONAL EXCELLENCE
Service and Sales Management
- Services and sells to existing and potential customers through the use of effective service and sales management and the marketing of VAF products.
- Grows new customer base by networking, cold-calling and effective sales and services tactics.
- Cross-sells VAF’s insurance products as well as maximizes fees recovered on the portfolio to the extent that profits are maximized, and customer needs are met.
- Interacts with clients to obtain and analyse financial material e.g. AFS, Bank Statements, Debtors lists,
- Management accounts, cash flow budgets etc. in terms of agreed covenants.
- Assists with related queries, where possible, and facilitates when specialist advice is required.
- Ensures effective presentations and proposals to customers with the aim of growing the portfolio.
- Ensures successful retention of existing customers in the assigned portfolios by strengthening and expanding relationships. This is achieved by having a deep understanding of the customers’ business requirements and servicing their financial needs with regards to asset financing.
- Conducts ongoing and accurate territory and portfolio analysis to identify business potential and ensures that this forms the basis of service and call programs.
- Tracks and manages sales targets and budgets.
- Mines customers portfolio data to identify opportunities for additional facilities.
- Maintains ongoing knowledge of portfolio performance to ensure corrective actions can be taken early.
- Prepares and motivates Pre-Credit Forum and SA Credit Committee papers when applicable
- Provides customers with feedback on reclassification of services requests outstanding documentation and telephonic resolution feedback according to customer relationship standards.
- Ensures that all leads are logged correctly and ensures cross selling opportunities are identified.
- Identifies and actions opportunities for cross and up sell.
- Identifies migration opportunities and sells products and services reactively
Risk and Compliance
- Ensures compliance with all relevant legislation
- Complete all compliance training within laid down timelines.
- Financial Intelligent Centre Act
- Financial Advisory and intermediary Services Act
- Consumer Protection Act
- National Credit Act
- Company’s Act
- Ensure accurate preparation and signing of facilities letters.
CUSTOMER CENTRICITY
Relationship and Stakeholder Management
- Develops and maintains close business relationships with internal and external customers and maintains a high standard and quality of business.
- Establishes and builds one on one relationships with customers in the assigned portfolios by delivering the expected level of service, specifically focusing on a proactive contact calling program.
- Ensure effective sales reporting to applicable stakeholders across the channels and segments.
- Ensures effective presentation of proposals to credit committees at all levels, as necessary, to ensure the business and other stakeholders understands and are able to make a decision on key requirements.
- Fulfils a training/coaching role by up skilling the consultants, VAF Sales support regarding business knowledge and process management.
- Establishes a sound working relationship with Credit, to ensure prompt turnaround times, accuracy and adherence to deadlines.
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Primary Purpose
- Analyzing, Investigating and Reporting on financial crime within Bidvest Bank
Duties and Responsibilities Includes but not limited to:
OPERATIONAL EXCELLENCE
Risk Management
- Preliminary preparation of presentations (PowerPoint etc)
- Draft for review and present Executive Summary and Factual Finding on systems and report feedback to management
- Implement and maintain forensic investigation standards
- Understanding FISD system requirements and maintenance thereof
- Obtain documentary information related to administration system
DATA MANAGEMENT
Data management
- Data analytics
- Report writing
- Updating fraud reports
- Reporting of fraud trends to SABRIC
- Analyzing industry data and report on trends that effect the Bank
- Checking account opening documents analyzing for fraud
CUSTOMER CENTRICITY
Support and drive the execution of the FCU
- Assisting with queries
- Provide and track recommendations for actions to reduce the client risks identified during the review
- Evaluation and decisioning of customer information, negative news and complex financial activity
- Work directly with customers who have concerns about financial crime or have questions about transactions.
- Work with the business to define data required to address
FINANCIAL MANAGEMENT
Identify and implement cost saving opportunities
- Prevent and reduce financial losses by ensuring optimal adherence to processes and procedures
STAKEHOLDER MANAGEMENT
- Provide advisory services through partnership with all relevant stakeholders (internal and external)
- Assisting with Fraud related queries
- Provide and track recommendations for actions to reduce the client risks identified during the review
- evaluation and decisioning of customer information, negative news and complex financial activity
- Work directly with customers who have concerns about financial crime
REPORTING
Perform different analytics to assist with business impact.
- Gather, Collate, analyse data, evaluate, and disseminate information to be actioned to aid in the reduction, identifying and addressing current threats, trends, subjects and activities of financial crime
- Consult with internal clients when necessary for views and assistance on reports and products to be compiled
- Analyse trends observed, identify discrepancies in reports and provide solution
- Updating fraud reports
LEARNING AND GROWTH
Drive a continuous learning culture which focuses on innovation and value adding solutions in line with best practice.
- Conduct fraud related training and awareness interventions for the Bank.
- Stay abreast of regulatory changes and communicate such information to all stakeholders
Minimum Requirements
Experience
- Minimum of three years’ experience in combatting bank related crimes and applying risk mitigation strategies
- Criminal Justice & Forensic investigations
- Information gathering and analytical skills
Qualification
- Diploma (Forensic Investigation, Law, Crime Analysis, Criminology)
- CFE (Ideal)
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Primary Purpose
As part of the senior management team, the successful incumbent will be accountable for managing Finance for Personal and Business Banking, including finance strategy, business finance, financial control, business performance, financial planning and analysis. Includes the development of a financial and operational strategy, long term strategic plan for the business as well as business cases on new initiatives.
Minimum Requirements
Qualifications
Experience
- 10 Year plus in Financial position within Banking.
- Experience within a business unit - divisional head or divisional CFO.
- At least 5 years plus experience within personal, business banking and card.
- At least 5 years Management experience
Duties and Responsibilities include but not limited to:
FINANCE
- Strategic Finance
- Financial Operations
- Business performance
- Financial planning & Analysis
CUSTOMER CENTRICITY
- Strategic Finance
- Business Performance
- Financial planning & Analysis
- Stakeholders
- Financial Operation
OPERATIONAL EXCELLENCE
- Strategic Finance
- Business Performance
- Financial planning & Analysis
- Financial Operation
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Primary Purpose
The successful incumbent will serve as the strategic interface with assigned business units or functional area for the purpose of the Bank technology strategy development, solution discovery, service management, risk management and relationship management. Provide highly valued strategic consulting level support and guidance through key IT initiatives. Communicate decisions, priorities and relevant project information to appropriate levels of staff regarding business unit requests and projects and initiatives.
- Proactively share knowledge of technology risks and opportunities to build competitive advantage and improve efficiency and effectiveness of business units. Partner with business leadership and other key stakeholders to define opportunities and identify and prioritize projects based on predefined criteria (e.g., return on investment, productivity, compliance). Serve as a “trusted advisor,” and a primary IT point of contact to business executives and managers.
Minimum Requirements
Qualifications
- Bachelor’s degree in computer science, Business Administration equivalent and or equivalent
Experience
- 10 to 15 years of IT and business/industry work experience
- 5 -8 years management experience
- 5 years developing and executing strategic plans and/or project portfolios
- Project Management experience (Ideal)
Duties and Responsibilities include but not limited to:
FINANCE
- Control and manage costs in line with the Business Unit and bank budget expectations
CUSTOMER EXCELLENCE
- Develop and maintain productive and collaborative relationships with key stakeholders, in order to support achievement of Business Unit outcomes.
- Partner with the business unit to provide consultancy and advisory services related to requests for new technology services
- Proactively serve as a “trusted advisor,” and act as the primary IT point of contact to Bank stakeholders.
OPERATIONAL EXCELLENCE
- Strategy, design and solutions
- Provide strategic thought leadership with regards to the role IT plays in executing the business strategy
- Develop strategic roadmap for the business units with a clear link to the business strategy and to ensure successful introductions across the Bank and with stakeholders.
- Lead the translation of strategy into the development of business architecture deliverables to ensure alignment with Bank strategies and architecture frameworks.
- Work with integration and supplier architects to design solutions that support the business processes and assist with the alignment of supporting technology roadmaps.
- Oversee the launch of solutions and help to maximize the positive impact on the Business Unit
- Actively contribute to IT strategy implementations and ongoing refinement activities in line with Bank goals.
- Strive to understand market challenges, including customer priorities and competitive issues
- Provide support in delivering technology products that meet the needs of the business
- Collaborate with program/project teams to reconcile solutions to Bank architecture.
- Innovation
- Provide thought leadership on the future of technology as it relates to the Bank, proactive in getting to grips with leading edge technologies and understanding their potential.
- Ensure the business is aware of emerging trends, practice and technologies in the marketplace and how they may contribute to business outcomes and strategies.
- Actively identify and champion innovation initiatives supporting the Bank strategy.
- Involve external parties where needed to further develop and eventually implement innovation supporting the business strategy
- Roll model continuous improvement processes and tools with all stakeholders
- Continuously seek improved ways to work and efficiencies within team
People Management
- Promote and foster collaborative team and stakeholder relationships based on growth and resilience, integrity, accountability and inclusion, and adheres to the Bank value of ‘Leadership’
- Monitoring and managing deliverables, output and performance of subordinates
- Develops talent by facilitating cross training, developing, coaching, mentoring & growing individuals & teams in the Business Units.
- Encourages career advancement endeavours to staff.
- Following up on disciplinary procedures and any other matters relating to subordinates behaviour and activities.
- Ensures that effective training & development practices exist in the BU & that continuous learning is fostered.
- Accountable for providing an environment in which employees can apply what they have learned
- Support & reinforce the application of newly acquired skills. Rewards the application of newly acquired skills & knowledge. Fosters a climate of continuous learning
- Ensure training is a part of employees' daily routine & encourages them to tap into the knowledge of their colleagues & to set performance improvement goals.
- Manage day to day staffing requirements, issues and performance.
LEARNING AND GROWTH
- Take ownership for driving own career development
- Preparation and signing off of Personal Development plan for staff
- Achievement of objectives/milestones set out in the development plan
go to method of application »
Primary Purpose
- The successful incumbent will conduct incident management, incident analysis, gap identification, enhance information to support investigations, Fraud Risk assessments, prosecutions and intelligence driven operations that will assist clients and stakeholder to prevent, detect crime and mitigate business risk.
Duties and Responsibilities includes but not limited to:
CUSTOMER CENTRICITY
- Manage workgroups, projects, major investigation and conduct presentations
- Work directly with customers who have concerns about financial crime or have questions about transactions.
- Work with the business to define data required to address threats identified
OPERTIONAL EXCELLENCE
- Deal with operational information and investigative analysis to support investigations and prosecutions
- Compile reports, affidavits and testify in court for bail opposition and aggravation
PEOPLE LEADERSHIP
- Responding to summons, subpoenas and legal proceedings – this includes to testifying to findings in internal disciplinary hearings and properly constituted tribunals
- Ensuring that the Financial Crime Specialists are adequately supported in their daily operations and provide them with necessary trainings and motivations
- Ensure all SLA’s are in timeframe.
REPORTING
- Gather, Collate, analyse data, evaluate and disseminate information to be actioned to aid in the reduction, identifying and addressing current threats, trends, subjects and activities of financial crime
Minimum Requirements
Technical Competency Requirements
- Knowledge of financial industry, banking, retail environment and commercial crime
- Results orientated and ability to work well under pressure
- Good communication skills (written and oral)
Experience
- Minimum of five years’ experience in combatting bank related crimes and applying risk mitigation strategies
- Criminal Justice & Forensic investigations
- Information gathering and analytical skills
Qualification
- Matric
- Diploma/BA/BCom (Forensic Investigation, Law, Crime Analysis, Criminology)
- CFE
Method of Application
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