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
To foster and manage relationships with regional clients, driving satisfaction and retention, contributing to the success and growth of the fleet management business. To ensure operational, compliance and service level requirements are well understood, and monitoring service delivery as laid out by the contract policies and procedures.
Minimum Requirements
Qualifications
Matric
Preferably a Diploma in Fleet Management/Logistics Management or Diploma in Financial Management
Experience
- Minimum 3 years experience within the Fleet industry, preferably within Fleet Operations, Leasing Environment or Fleet Contract Management/Administrative experience
- Previous client relationship management experience
Technical competency
- Client Engagement
- Client orientation - Objectivity & accuracy
- Fostering Client Relationships
- Data Analysis and interpretation
- Project and technical management
- Understand contract requirements and service expectations
- Stakeholder Management
- Computer literacy and experience and knowledge working on tolls such as Power BI, Excel
- Problem solving and deadline orientated
- Writing and Presenting Reports
- Interpersonal skills
- Communication & Articulation
Duties and Responsibilities include but not limited to:
CUSTOMER CENTRICITY
- Serve as the primary point of contact for regional clients, fostering positive and productive relationships.
- Engage Clients understanding queries and complaints displaying a willingness to ensure client expectations are met.
- Maintain accurate information, consulting with clients to ensure the asset specification is correct for the application of the vehicle.
- If required, gather identified operational information such as odometer readings from the client.
- Liaise with clients regarding licensing issues to aid and support with preparation of documentation such as proxy packs.
- Ensure the required documentation, e.g. Vehicle delivery acceptance documentation, is obtained and logged/filed according to internal standards and requirements.
- Keep complete and accurate records adhering to the relevant electronic or manual processes and filing standards.
STAKEHOLDER MANAGEMENT
- Develop and maintain close business relationships with internal and external stakeholders.
- Continuous face to face and telephonic interaction with clients to pre-empt and proactively address their needs.
- Assist with all interdepartmental challenges to facilitate client satisfaction.
DATA ANALYSIS AND REPORTING
- Prepare operational information as per requirements e.g. Portfolio performance Report pack within defined timeline
- Review portfolio performance, fleet utilisation, load and servicing reports and provide ongoing and relevant advice to client on optimisation of fleet.
- Provide accurate data, feedback or reporting in response to client or internal requests for information
OPERATIONAL EXCELLENCE
- Actively manage the Vehicle Replacement Program to ensure a modern, efficient, and cost-effective fleet is maintained within the portfolio.
- Assess client fleet utilization and present restructure proposal in line with contracted parameters, maximising opportunities within parameters of the contract.
- Proactively co-ordinate clients and internal stakeholders to facilitate the placement of orders.
- Liaise with clients and ensure all fuel cards, e-tags and license renewals are delivered and distributed timeously.
- Co-ordinate and follow-up on all activities required during new vehicle handover, renewal and end of contract, termination processes ensuring quality and service levels are met.
- Complete vehicles specifications where required and facilitate training before handover.
- Escalate complex or high-priority issues to appropriate management levels for timely resolution.
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PRIMARY PURPOSE
- To provide technical support for the region to ensure operational requirements of client base is satisfied. As specialist leader provide expertise and decision making for the region, Maintenance Monitoring Unit (MMU) and Vehicle Trade Centre (VTC) with respect to technical fleet activities before, during and after end of contract.
TECHNICAL COMPETENCY REQUIREMENT
- Good technical knowledge of vehicles
- Negotiation Skills
- Third party/supplier management
- Control and manage flow of work
- Analytical – pay meticulous attention to detail
- Discipline – meet deadlines
- Resilient – manage pressure, adaptive to a changing environment
- Incumbent to exercise judgement within defined parameters
- Computer literacy skills
- Good knowledge of FML service, legislation, policies and procedures
- Ability to manage pressure on a day-to-day basis
- Excellent communication skills (both verbal and written)
REQUIRED MINIMUM EDUCATION AND TRAINING
- Matric
- Diploma in Fleet Management/Road Transport Management (Preferred), or
- Tertiary qualification in Fleet/Mechanical (Diesel, Petrol, Auto Electrical)
REQUIRED MINIMUM WORK EXPERIENCE
- 3 – 5 years experience within the Fleet industry, preferably within Leasing Environment
- Proven technical experience
KEY PERFORMANCE AREA (KPA)
Customer Centricity
- Liaise with customers regarding queries, concerns or issues of a technical nature (if required)
- Follow-up and collaborate with other functions and suppliers to improve customer satisfaction in the region.
Operational Excellence
Technical service delivery to contract requirements
- Be familiar with the respective customer contractual obligations and liaise between region, MMU, suppliers and customers to drive outcomes.
- Inspect new vehicles to ensure adherence to vehicle specifications prior to delivery to customers.
- Manage the maintenance contracts ensuring that vehicles are maintained and inspected as per contractual obligations. Manage service due and COF reports.
- Manage Fleet availability and serviceability, liaising with suppliers to support the regional operations team in scheduling and executing unscheduled maintenance and accident repairs as per contract requirements.
- Follow-up on accident repairs ensuring quality and service levels is met.
- Manage the termination (end of contract) process and compile an End of Contract report (including physical condition of vehicle, estimated repair costs, technical report, etc.)
- Participate in resolving incidents, co-ordinating actions and monitoring the end to end resolution to ensure contractual conditions are met. All incidents to be managed according to SLA timelines.
- Ensure all client and supplier queries with regards to repairs and maintenance of the fleet are attended promptly.
Supplier service delivery management
- Engage suppliers within the region to identify suitable service providers.
- Manage 3rd party maintenance contracts in alignment with customer contractual obligations.
- Review supplier quotations and negotiate lower labour rates and parts pricing for scheduled and unscheduled maintenance and/or repairs with preferred suppliers.
- Set quality expectations for timeframes, workmanship and output delivered by suppliers, ensuring the best possible outcome for the customer.
- Effectively manage, co-ordinate and follow up on unscheduled maintenance and accident repairs on vehicles, monitoring the quality of supplier service delivery.
- Undertake vehicle inspections at service providers to monitor work being done, delivery timelines and ensure minimum downtime of vehicles.
Information & Record Keeping
- Ensure completeness of documentation including inspection sign-off documents (Bidvest and Customer), body builder documents, certificates, etc.
- Keep complete and accurate records adhering to the relevant electronic or manual processes and filing standards.
Governance, Risk & Compliance
Quality Management & Audits
- Inspect vehicles after being repaired at panel beaters for quality workmanship.
- Complete fleet audits on corporate and parastatal customers as and when required.
- Manage and resolve quality control issues during vehicle maintenance or accident repairs overseeing supplier service delivery, ensuring quality standards are met.
Compliance, Risk & Control
- Manage 3rd party maintenance contracts by reviewing invoices for correctness (body repairs and mechanical repairs).
- Verify repair quotes to ensure validity (if work is required), accuracy and fair cost meeting quality standards.
- Scrutinise supplier invoices and ensure that work was performed by performing physical checks on the vehicles.
- Supplier selection in line with Retail Motor Industry (RMI) guidelines
- Comply with health and safety regulations, processes and procedures.
- Perform physical inspections to verify information e.g. stock counts at service providers, accident damage etc.
- Follow up on outstanding re-bills to ensure purchase orders are received timeously.
Stakeholder Management
Collaboration & Supplier Management
- Technical liaison between the region and the Managed Maintenance Unit (MMU) including suppliers and customers.
- Assist with all interdepartmental challenges to facilitate a well maintained fleet to contract requirements and customer satisfaction.
- Co-ordinate with vendors and service providers to provide the relevant services e.g. panel beaters.
- Establish and maintain relationships suppliers, meeting regularly and setting standard and quality expectations and compliance with service delivery standards.
Data Analysis & Reporting
- Responsible to collate hours for all Material Handling Equipment (MHE) units.
- Prepare operational reports timeously as per requirements, e.g. end of contract, sale and lease back reports.
- Compile Daily, Weekly & Monthly Technical reports on vehicle breakdowns/inspections/evaluations, etc.
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Primary Purpose
- To develop and implement account plans and strategies to maximize client satisfaction, retention, and revenue growth. To foster and manage relationships with clients on a national level, contributing to the success of the fleet management business. To deliver proactive service management and drive growth of existing client base and increase profitability.
Minimum Requirement
- Diploma in Finance, Accounting, Business management, Commerce, Fleet and Leasing management, Sales and Marketing
- Minimum 5 years experience within the Fleet industry, preferably with Fleet Sales Experience
- Previous Account Management/client relationship management or Sales/Business Development experience.
Competencies
- Value Management
- Account Management
- Sound negotiation skills
- Financial Acumen - Interpret financial statements.
- Expanding and identifying opportunities
- Commercial acumen and client focus
- Excellent presentation, communication and problem solving.
- Networking ability and relationship building
- Sound understanding of fleet and leasing business.
- Good understanding of credit, risk and project management
- Fostering Client Relationships
- Data Analysis and interpretation
Duties and Responsibilities
FINANCIAL MANGEMENT
- Motivate and process quality credit applications timeously.
- Achieve individual targets, identifying activities to achieve Payout NIR, NII Targets.
- Improve Debtors collection rate.
- Meet set monthly payouts.
- Track control and influence activities to increase sales efficiencies, actively retaining and growing existing customer base.
CUSTOMER CENTRICITY
- Customer management and service delivery, staying abreast of challenges that clients are facing in their industries and devise strategies to create value through financial and non-financial solutions.
- Collaborate with clients to understand their business goals and objectives, providing strategic recommendations and solutions to help them achieve success.
- Serve as the primary point of contact for national representation in clients, fostering positive and productive relationships.
- Provide ongoing and relevant advice to client on optimization of fleet, considering regional information where relevant.
- Engage Clients understanding queries and complaints displaying a willingness to ensure client expectations are met.
- Ensure successful retention of existing customers in the assigned portfolios by strengthening and expanding relationships.
- Lead client interactions on a national level to present performance results and provide information on specific issues, including regional stakeholders as and when required.
SALES MANAGEMENT
- Retain and grow the existing client base, identifying opportunities and activities for additional business through cross-selling and upselling of services and products.
- Conduct ongoing and accurate territory and portfolio analysis to identify business potential and ensure that this forms part of the basis of service and call objectives.
- Prepare and motivate pre credit forum and credit committee papers.
- Proactively identify opportunities to renew and extend contracts before they expire, leveraging insights from ongoing client interactions and feedback.
- Broaden business value and develop ways to enhance value proposition and competitive advantage of the offerings available to the client. Adding value to client’s eco system through financial and non-financial solutions
- Actively work with the client to identify strategic opportunities and operational cost efficiencies, understanding their needs and maintaining a client solution orientation.
- Stay informed about industry trends, market dynamics, and competitor activities related to fleet management services.
- Identify opportunities for additional business and increased facilities.
- Conduct market research and competitive analysis to identify new opportunities, threats, and areas for differentiation
OPERATIONAL EXCELLENCE
- Manage SLAs through reporting and reviews including identifying exceptions and corrective actions.
- Manage the Vehicle Replacement Program to ensure a modern, efficient, and cost-effective fleet is maintained within the portfolio.
- Facilitate fuel cards ordering, licensing, traffic fines management, insurance related queries.
- Project management of roll out and onboarding of clients
- Assess client fleet utilization, and present restructure proposal in line with contracted parameters, maximizing opportunities within parameters of the contract.
- Proactively co-ordinate clients and internal stakeholders to facilitate the placement of orders.
- Co-ordinate and follow-up on all activities required during new vehicle handover, renewal and end ofcontract, termination processes ensuring quality and service levels are met.
- Escalate complex or high-priority issues to appropriate management levels for timely resolution
GOVERNANCE, RISK & COMPLIANCE
- Review contract conditions approved by the credit committee and ensure the tracking of requirements as the contract is implemented and managed
- Monitor and manage (in collaboration with internal business partners) the delivery of service in line with service level agreements, standards.
- Identify proactive actions to be put in place to minimize incurring penalties.
- Ensure adherence to legislation and regulatory requirements e.g. Fica, KYC management
- Ensure accurate preparation and signing of all legal agreements and documents.
- Adhere to internal risk and compliance procedures and processes for client onboarding, management and credit sanctions.
- Complete all compliance training within laid down timelines.
INTERPERSONAL SKILLS
- Professional conduct
- Demonstrate highly developed interpersonal relations.
- Maintain a positive attitude towards customers.
- Tenacity
- Integrity
- Outspoken & Friendly
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PRIMARY PURPOSE
- To assess work requirement and quotations, acting as control and making informed decisions in authorising work orders for scheduled maintenance, breakdown and accident repairs. To ensure cost saving initiatives are practiced and implemented by scrutinising quotations submitted by suppliers or regional teams minimising disruption to service delivery and customer contract requirements.
TECHNICAL COMPETENCY REQUIREMENT
- Business Stakeholder Management
- Client orientation - objectivity & accuracy
- Query Resolution
- Teamwork and rapport building
- Deadline orientated and results driven
- Operational Excellence
- Attention to detail
- Financial acumen
- Resilient – manage pressure, adaptive to a changing environment
- Computer literacy skills
- Communication skills – Email and call etiquette
- Technical Knowledge on commercial vehicles
REQUIRED MINIMUM EDUCATION AND TRAINING
- Matric or equivalent technical qualification
- Qualified Motor Technician
REQUIRED MINIMUM WORK EXPERIENCE
- 3 years experience as qualified motor technician, preferably within the Fleet industry.
- Experience maintaining and working with commercial vehicles.
KEY PERFORMANCE AREA (KPA)
Customer Centricity
- Serve as point of contact for suppliers seeking authorisation of work orders, delivering exceptional customer service and timely decisions, to ensure the smooth operation of the fleet.
- Address supplier or regional operations concerns, questions, and complaints in a timely and professional manner, increasing customer satisfaction.
- Participate in resolving incidents, co-ordinating actions and monitoring the end to end resolution to ensure contractual conditions are met. All incidents to be managed according to SLA timelines.
Operational Excellence
- Support the technical call centre in assessing and validating breakdown or accident requirements, and allocation of work to suppliers.
- Stay abreast of the different OEM warranty policies and analyse if work required will be covered by warrantee or goodwill claims.
- Verify quotes to ensure validity (if work is required), accuracy and fair cost meeting quality standards.
- Decline or authorise such quotations within the set limits of authority.
- Ensure that all decisions made are in conjunction with the deal parameters and reduce maintenance/repair costs at all times.
- Actively drive cost saving initiatives across the portfolio of suppliers.
- Review supplier quotations and negotiate lower labour rates and parts pricing.
- Set quality expectations for timeframes, workmanship and output delivered by suppliers, ensuring the best possible outcome for the customer.
- Engage with the operations team in the region to monitor quality of work being done and assess suitability of service providers.
- Ensure all supplier quotations and correspondence are accurately recorded in the requisite system, adhering to the relevant electronic or manual processes and filing standards.
- Keep complete and accurate records adhering to the relevant electronic or manual processes and filing standards.
Governance, Risk & Compliance
- Validate and process authorisations and invoices within the mandated limits, in accordance with internal policies and procedures.
- Identify and report any violations or discrepancies to the appropriate supervisors or compliance officers.
- Check the validity of warrantee and goodwill claims.
- Review invoices for correctness (body repairs and mechanical repairs have been completed as per inspection by regional team), and process timeously.
- Follow up on outstanding re-bills to ensure purchase orders are received timeously.
Stakeholder Management
- Follow-up and collaborate with other functions and suppliers to improve customer satisfaction.
- Assist with all interdepartmental challenges to facilitate a well maintained fleet to contract requirements and customer satisfaction.
- Facilitate communication between the Fleet Management function, suppliers and other stakeholders.
- Build strong relationships with internal and regional departments, trying to forge & maintain quality inter-personal relationships.
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Primary Purpose
- To generate revenue for Bidvest 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
- NQF6 - National Diploma
- Finance/Certificate in Banking
- FAIS RE5 Completed within allocated time- lines as prescribed by FSCA
- Recognized as per FSCA Relevant Financial qualification
Experience
- 2 years, Previous Business Banking and Relationship Management Sales experience, with exposure to financial services
Competencies
Knowledge
- Sound understanding of business banking sales
- Customer relationship Management
- Good knowledge of sales and service principles
Technical
- Negotiating skills
- Presentation skills
- Good Communication Skills
- Networking ability
- Ability to sell
Personal
- Own vehicle and valid driver’s license
- Business Acumen
- Attention to detail
- Time management (planning skills)
- Teamwork
- Self-motivated
- Resilient
Duties and Responsibilities
FINANCE
Sales
- To proactively cold call and find new clients for Bidvest to meet the monthly revenue target
- To educate and promoting Bidvest’s full product offering to clients to maximize the revenue that can be generated
- Manage the profit margins through providing clients with comparative information on rates and obtaining the best rates for specific banking products
- Track, control and influence sales activities with the specific aim to increase sales efficiencies of the team.
- Actively grow the client base by agreed target of new acquisitions a month in order to achieve the sales target
Portfolio
- Monitor, track and report on sales activity on a periodic basis and to ensure action is taken to meet sales targets.
- Identify opportunities for cross selling and referrals to other product lines through developing a good understanding of client needs
- New revenue opportunities are identified and customer feedback on product
Risk Management
- Comply with governance in terms of legislative and audit requirements
- Understands clients risk profile and balance for individual clients by optimising product mix
CLIENT CENTRICITY
Client Service
- Correctly anticipating and interpreting the clients’ business requirements in order to get them to bank with Bidvest Bank, sell right product to right client and ability to close deals
- Providing relevant timeous solutions to the client through researching the client’s business in relation to the current economic climate and educating the client on Bidvest’s products
- Providing excellent service that will result in client referrals and new business
- Taking on the role as the primary point of contact for the client, ensuring excellent service
levels and quality to clients to ensure the retention of the client and a long-term working relationship
- Continuous face to face and telephonic interaction with clients in order to pre-empt and proactively address their needs
- Assist the client with innovative ways to gain maximum benefit from the products e.g. offering right product at right time
- Pro-actively manage the review process of clients’ facilities, checking, submitting and motivating the business case for approval to credit and legal departments to achieve renewal in the necessary time period. (Providing all necessary documents)
- Train and assist the client on the necessary systems / processes to deal with the Bank in the most efficient way, client education
- Continual awareness of what is going on in the market and economy to provide relevant advice to the client at all times
- On-boarding – signing up client for first time, following the correct processes in terms of compliance, credit application and obtaining the facility with the relevant internal department
Admin Support
- Provide relevant reports in order to track progress
- Review the client files and ensure client information updated
- Update and manage all client interaction on the CRM system
INTERNAL PROCESSES
Process Management
- Successful relationship building with legal, credit, Internal bankers, back office and Treasury in order to achieve clients’ needs
- Work with legal and credit to ensure that all necessary documents are in place and delivered to clients
- Assist with SARB applications
- Follow up with all parties to ensure that queries are resolved
Training
- Manage own development to increase own competencies
- Ensure all ‘other’ product training is completed, to equip for cross-selling opportunities
- Ensure all Bidevst Bank mandatory training i.e. Anti-Money Laundry is completed
- Training and keep abreast with FICA, PoPI compliance and legislation
- Meet training deadlines as outlined in PDP
- Keeping abreast of Compliance (FICA) requirements
- Knowledge of Banking products and channels
- FAIS compliance
- Understand the sales cycle
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PRIMARY PURPOSE
- We are looking for a system analyst to implement and improve our IT systems. You will analyze system requirements and address any relevant problems. You will also perform standard testing and provide solutions to ensure high levels of performance and security. As a system analyst, you will be working closely with Business areas, developers, and system architect to maintain and improve current systems. Ultimately, you should be able to translate our internal and external clients’ needs to improve on the banks current systems.
REQUIRED MINIMUM EDUCATION AND TRAINING
- Degree/ Advanced Diploma in Business System/ Information
- 3-5 years’ experience in related Fleet and IT field
TECHNICAL COMPETENCY REQUIREMENT
- Advanced Excel (pivot tables, complex formulas, data visualization).
- Ability to interpret large datasets and identify trends.
- Strong problem-solving and decision-making capabilities.
- High level of accuracy in data entry and reporting.
- Microsoft SQL (Intermediate)
- Knowledge of Fleet Management and Finance products
- Planning and organizing ability
KEY PERFORMANCE AREA (KPA)
SYSTEM ADMINISTRATION
- Maintenance of the systems
- Supporting all system related queries by resolving efficiently and accurately
- Ensure systems reboot’s are performed at scheduled time after hours
- Testing of new system releases with relevant audit trails
- Presenting system changes to CAB for approval
- Creating of new user’s profiles
- -User recertification of FleetActiv access as per internal audit requirements
- Billing Procedures and Run
- Forms majority of this role and entails all Billing procedures and timeframes structures are setup and adhered to according to specified time limit
- Ensuring that all procedures are adhered to at all times and to ensure data is accurately and correctly processed
- Upload of billing files for Corporate billing
- Upload of HAS / SACCRA files
- Upload of CCA file
- Upload the bank recon every month
- Trouble Shooting and resolving Issues
- These include operational issues and finger errors by business units.
- Gaps identified will require corrective instruction by way of call logging, specification building and notification to the correct regulatory team
- System uploads Eg:
- Bulk activation of deals
- Upload of various data files
CUSTOMER CENTRICITY
- Support Bidvest Bank clients on the Fleet systems with technical and application queries
- Interprets business/customer requirements to provide timeous solutions
- Responsiveness: speed of responses, reaction time, going the extra mile, turnaround time
- Receiving ad-hoc requests from internal as well as external parties and then responding appropriately
- Manage customer expectations
- Degree of customer satisfaction from internal customers and fostering good relationships.
- Responding to requests and assistance across the entire Fleet ecosystem.
OPERTIONAL EXCELLENCE
- System enhancement: Providing ideas to optimize and tweak interface procedures and run Enhancements on current batch processing to meet deadlines set by the business
- Resolution on FleetActiv related issues
- Run Financial Billing, Month and Year End Processes
PEOPLE AND INTELLECTUAL CAPITAL DEVEOPMENT
- Take ownership for driving own career development
- Preparation and signing off of training/skills development plan
- Achievement of objectives/milestones set out in the development plan
- Development of knowledge base and intellectual property
- Attending relevant training courses
- Research and development to keep up with the technology, and studying existing technologies to understand them better
- User training on modified products – i.e. when changes are made provides training to the appropriate trainers so that branches are made aware
LEARNING AND GROWTH
- Contribution to making the department a great place to work
- Contribution to teamwork (level of teamwork, accountability, delivery, quality & speed of information shared, contribution to efficiency and effectiveness of area)
- Effort to forge and maintain quality interpersonal relationships
- Take accountability for the achievement of operational objectives within own area of control
- Support and drive the business’ core values
- Maintain a positive attitude and drive
- Respond openly to feedback
- Promote harmony and teamwork
- Promote the sharing of knowledge
- Show willingness to help others
- Manage one’s own emotions (i.e. handling stress in a manner that does not disrupt the team effectiveness)
- Open to feedback and constructive criticism of performance
- When new to environment, frequent interactions are required, but as familiarization occurs, less dependence on others becomes the norm
- Teamwork does enhance performance, particularly when starting up projects
- Members of a team should work on the same project for enhanced performance
- Assist support staff in resolving helpdesk calls.
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Primary Purpose
- The Market Risk Analyst is responsible for identifying, measuring, monitoring, and reporting on market risks, including interest rate risk in the banking book (IRRBB) and foreign exchange (FX) risk. The role also involves performing Treasury Middle Office duties, ensuring accurate valuation, limit monitoring, and control of treasury positions. The incumbent supports the development and maintenance of risk measurement models, ensures compliance with regulatory and internal risk frameworks, and provides analytical insights to inform risk management decisions. This role plays a critical part in safeguarding the institution’s financial stability by ensuring that market and treasury risks are effectively understood, measured, and managed.
TECHNICAL REQUIRMENTS
- Sound understanding of risk, control/mitigation and related concepts, together with the interrelationships between these aspects;
- Advanced Microsoft Excel and data analysis skills including VBA
- Strong understanding of risk governance, limits, and control frameworks.
- Written and verbal communication skills
- Regulatory frameworks ( Basel Knowledge).
- Understanding of risk governance, limits, and control frameworks
Minimum Requirements
Qualifications
Minimum
- BCom financial management degree or equivalent
Minimum Experience
- 2 - 3 years’ experience in market risk management and treasury middle office management in a banking environment of audit firm industry
Duties and Responsibilities include but not limited to:
FINANCIAL MANAGEMENT
- Monitor market risk capital and RWA efficiency
- Control costs through automation and prioritization
- Integrate risk insights with financial performance (RAROC, stress impacts)
- Ensure budget efficiency — control expenses related to systems, data vendors, and headcount.
- Partner with Finance and Treasury to align P&L attribution with underlying market risk drivers.
- Translate complex risk measures into financial impacts — e.g., how changes in VaR or sensitivities affect earnings volatility.
- Contribute to the ICAAP and capital planning processes with high-quality risk inputs.
CUSTOMER CENTRICITY
- Partner with front office to design risk-aware products
- Translate complex risk metrics into actionable insights
- Enhance transparency and trust through clear reporting
OPERATIONAL EXCELLENCE
Risk assessments
- Identify, assess, and monitor market risk exposures across portfolios.
- Delivering high-quality, timely, and reliable risk insights through efficient processes, robust controls, and continuous improvement — enabling informed decision-making across the bank.
- Streamline data feeds, calculations, and reporting through automation and workflow tools.
- Eliminate redundant manual steps — reduce human error and improve turnaround time.
- Develop standardized templates for recurring analysis (daily VaR, limit monitoring, stress tests).
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Primary Purpose
- To assess and process applications for Lending Applications as well as monitor various other collateral functions.
Minimum Requirements
Qualifications
- Banking Diploma /Finance Degree or Diploma
Competencies
- Finance knowledge and ability to read financial statements
- Excellent computer skills in Word, Excel
- Accounting principles
- Good verbal and written communication
- Attention to detail
- Prioritizing
- Quality orientation
- Problem solving
- Organised
- Professionalism
- Confidentiality
- Innovation
- Team Player
- Assertiveness
- Cost conscious
- Motivated
- Ability to work under pressure
- Integrity
- Vision
- Independence
Ideal
Experience
- 3-5 years related experience
Duties and Responsibilities
FINANCIALS
- Assessing, analyzing and interpreting complication financial information
- Completing loan application forms and submitting to loan committees for approval
- Analyze credit data and financial statements to determine the degree of risk involved in extending credit or lending money
- Prepare reports that include the degree of risk involved in extending credit or lending money
- Generate financial ratios, using computer programs, to evaluate customers’ financial status
CUSTOMER CENTRICITY
- Ensures customer service excellence
- Communicate vision and services
- Identify problem areas and ensure corrective action is taken.
- Analysis of the month-end reports to ensure accuracy of data.
- Interprets business/customer requirements to provide timeous solutions.
- Responsiveness: Speed of responses, reaction time, going the extra mile, turnaround time.
REPORTS
- Document Control
- Monthly reporting
- General Reporting
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Primary Purpose
- To assess and process applications for Lending Applications as well as monitor various other collateral functions.
Minimum Requirements
Qualifications
- Banking Diploma /Finance Degree or Diploma
Competencies
- Finance knowledge and ability to read financial statements
- Excellent computer skills in Word, Excel
- Accounting principles
- Good verbal and written communication
- Attention to detail
- Prioritizing
- Quality orientation
- Problem solving
- Organised
- Professionalism
- Confidentiality
- Innovation
- Team Player
- Assertiveness
- Cost conscious
- Motivated
- Ability to work under pressure
- Integrity
- Vision
- Independence
Ideal
Experience
- 3-5 years related experience
Duties and Responsibilities
FINANCIALS
- Assessing, analyzing and interpreting complication financial information
- Completing loan application forms and submitting to loan committees for approval
- Analyze credit data and financial statements to determine the degree of risk involved in extending credit or lending money
- Prepare reports that include the degree of risk involved in extending credit or lending money
- Generate financial ratios, using computer programs, to evaluate customers’ financial status
CUSTOMER CENTRICITY
- Ensures customer service excellence
- Communicate vision and services
- Identify problem areas and ensure corrective action is taken.
- Analysis of the month-end reports to ensure accuracy of data.
- Interprets business/customer requirements to provide timeous solutions.
- Responsiveness: Speed of responses, reaction time, going the extra mile, turnaround time.
REPORTS
- Document Control
- Monthly reporting
- General Reporting
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PRIMARY PURPOSE
- To provide comprehensive administrative, coordination, and data management support for the implementation, monitoring, and reporting of Employment Equity (EE), Broad-Based Black Economic Empowerment (B-BBEE), ESG-related requirements, and broader transformation initiatives. The role ensures accurate record-keeping, effective stakeholder coordination, compliance with legislation, and delivery of transformation objectives that support the Bank’s strategic mandate.
TECHNICAL COMPETENCY REQUIREMENT
- Knowledge of Employment Equity Act and EEA reporting (EEA2, EEA4)
- Understanding of the B-BBEE Codes of Good Practice and scorecard elements
- Ability to maintain and manage transformation data and evidence repositories
- Proficiency in the BEE123 system or similar compliance systems
- Strong reporting and documentation skills
- Administrative and project coordination capability
- Basic understanding of ESG data requirements
- MS Office proficiency (Excel, Word, PowerPoint)
REQUIRED MINIMUM EDUCATION AND TRAINING
- Diploma or Degree in Human Resources, Procurement, Economics, Business Administration, or related field
REQUIRED MINIMUM WORK EXPERIENCE
- 2–4 years’ experience in transformation, HR administration, compliance, or related fields
- Experience with B-BBEE audits, EE reporting, or compliance systems is advantageous
KEY PERFORMANCE AREA (KPA)
Customer Centricity
- Respond to stakeholder queries
- Provide clear guidance and support to departments on transformation requirements
- Ensure EE and B-BBEE data is accurate, accessible, and easy to use
Operational Excellence
- Maintain and update all EE and B-BBEE records
- Assist with the tracking of the EE Plan
- Process and upload evidence on BEE123 timeously
- Support transformation projects, awareness sessions, and training initiatives
Data management
- Consolidate data for EE reports (EEA2, EEA4)
- Ensure complete and up-to-date B-BBEE evidence for verification
- Maintain filing systems for all transformation documents
- Capture ESG-related HR data for quarterly submissions
Reporting
- Prepare monthly, quarterly, and annual EE and B-BBEE progress reports
- Support audit preparation and respond to audit queries
- Maintain a reporting calendar and ensure compliance with deadlines
Learning and growth
- Participate in training on B-BBEE, EE, ESG, or compliance systems
- Keep updated with legislative changes
- Support transformation awareness and capability-building sessions
Stakeholder Management
- Liaise with departments for data collection and follow-ups
- Coordinate with verification agencies and external consultants when required
- Provide EE/B-BBEE admin support to line managers and HR
Method of Application
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