Jobs at Bidvest Bank

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.

KEY PERFORMANCE AREAS (KPA’s)

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 Management

• 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

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

REQUIREMENTS

Qualifications

Minimum

• Matric
• National Diploma – Finance/Certificate in Banking
• BCom – Banking, Finance, Commercial
• RE5 – completed within allocated time

Experience

• Previous sales experience, with exposure to financial services
• At least three years + of sales experience in a business banking and/or financial services industry Account management

Knowledge, Skills and Abilities Required

Knowledge

• Sound understanding of banking sales
• Customer relationship Management
• Good knowledge of sales principles

Technical Competencies

• Negotiating skills
• Presentation skills
• Good Communication Skills
• Networking ability
• Ability to sell

Personal Competencies

• Own vehicle and valid driver’s license
• Business Acumen
• Attention to detail
• Time management (planning skills)
• Teamwork
• Self-motivated
• Resilient

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PRIMARY PURPOSE

• Facilitate the successful delivery of projects by guiding Agile teams, removing obstacles, and promoting continuous improvement and oversees multiple teams or coaches other Scrum Masters, ensuring Agile principles are consistently applied across the organization.

TECHNICAL COMPETENCY REQUIREMENT

• Deep knowledge of Scrum and other Agile frameworks, Ability to use Agile metrics for performance tracking, reporting and forecasting, Experience with tools like Jira, DevOps and other Agile tools, Skilled in facilitating Scrum ceremonies, Agile workshops and Agile bootcamps , Ability to manage cross team coordination, Ability to mentor teams and other Scrum Masters to improve Agile maturity, Ability to lead Agile transformation and cultural change initiatives, Ability to proactively identify, manage, and resolve delivery risk.

REQUIRED MINIMUM EDUCATION AND TRAINING

• IT related Degree e.g.: bachelor’s degree in computer science, Information Technology and Certified Scrum Master/Advanced Certified Scrum Master certification.

REQUIRED MINIMUM WORK EXPERIENCE

• 5 years' experience of deep practical experienced Scrum Master.

KEY PERFORMANCE AREA (KPA)

FINANCIAL MANAGEMENT

• Understands budget planning, forecasting, and cost control in Agile delivery; ensures delivery within scope and budget.
• Contribute to cost-effective delivery by optimising team capacity and managing resource allocation.
• Support budgeting processes by forecasting sprint costs and tracking team-level expenses.
• Contribute to cost-effective delivery by optimising team capacity and managing resource allocation.
• Support budgeting processes by forecasting sprint costs and tracking team-level expenses.
• Ensure that delivery timelines align with financial objectives and business cases.

CUSTOMER CENTRICITY

• Aligns team objectives with customer needs, fosters user feedback loops and product value delivery.
• Partner with Product Owners/ Business Analysts to ensure the backlog is prioritised based on customer and business value.
• Advocate for the voice of the customer in sprint planning and review sessions.
• Drive delivery of features that enhance user experience and meet market demands.

OPERTIONAL EXCELLENCE

• Promotes standardization, efficiency, and continuous improvement in Agile processes.
• Partner with Product Owners/ Business Analysts to ensure the backlog is prioritised based on customer and business value.
• Support customer in planning and review sessions.
• Drive delivery of features that enhance user experience and meet market demands.

PEOPLE LEADERSHIP

• Coaches, motivates, and mentors team members; supports team well-being and conflict resolution.
• Manage planning of resource requirements, ensure sufficient capable resources are in place to meet service delivery demands, maintaining the effective and efficient capability of the team.
• Ensure that all employees are motivated and developed.
• Implement and maintain an effective system of internal controls and delegations of authority for the department, to ensure that accountability for decisions made.
• Inspire and engage employees regarding the vision and strategy of the Bank.

DATA MANAGEMENT

• Uses data and Agile metrics to guide decisions and improve team performance.
• Ensure dashboards and key reports are available and updated to reflect sprint or project progress.
• Collaborate with Product Owners/ Business analysts and stakeholders to ensure backlog data reflects current priorities and business value.
• Support agile audits or delivery reviews by maintaining accurate delivery records.
• Maintain data integrity for agile metrics.

STAKEHOLDER MANAGEMENT

• Builds strong relationships with business and technical stakeholders; ensures clear communication and alignment.
• Serve as a key liaison across all the IT team and other divisions within the bank including external stakeholders.
• Ensure visibility of team progress through reports, dashboards, and regular updates.
• Clarify user stories, acceptance criteria, and business value propositions to ensure stakeholder alignment.
• Drive change and enable the implementation of the Agile methodology.
• Communicate potential risks, blockers, or scope changes to stakeholders promptly.
• Align stakeholder expectations with agile delivery timelines, team capacity, and prioritization decisions.

REPORTING

• Delivers accurate, timely reporting to leadership on team performance, impediments, and project risks.
• Track, analyze, and report on agile delivery metrics.
• Translate reporting insights into recommendations for improved sprint planning or team performance.
• Facilitate qualitative insights and monitor action plans.

LEARNING AND GROWTH

• Encourages upskilling and Agile learning; creates an environment of development and psychological safety.
• Working conditions: Office bound

Closing date: 23 July 2025

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PRIMARY PURPOSE

• Govern and lead the strategic development, execution and automation of all quantitative risk and regulatory models across the bank.
• Drive regulatory alignment and risk-informed decision-making across IFRS 9 and market valuation-and risk models.
• Represent the bank at ALCO, EXCO-level forums, and external audit engagements on model governance matters.

TECHNICAL COMPETENCY REQUIREMENT

• Advanced quantitative modelling expertise in credit risk and a good understanding of models used in financial markets for valuation and risk quantification.
• Strong command of Basel III/IV frameworks and regulatory return frameworks (e.g., BA 200, BA 330).
• Proficiency in developing, validating, and defending models with a focus on IFRS 9, SA-CCR, Market Valuation and stress testing models.
• Understanding of economic capital modelling, capital forecasting, and scenario analysis.
• Advanced coding capabilities in relevant languages (ex. Python, VBA, C#, SAS, R)
• Demonstrated ability to automate quantitative processes.
• Strong data transformation and warehousing understanding, including reconciliation across risk and finance.
• Deep understanding of model performance metrics and model limitation disclosures.
• Experience with FIS (Risk Management Platform) and Reuters Eikon for market and credit data is beneficial.
• Ability to interpret strategy into model design and deliver analytics that support ALCO, Risk Committee, and Board decision-making.
• Proven ability to prepare and present model documentation to regulators and auditors under scrutiny would be beneficial.
• Track record of regulatory engagement with the Prudential Authority and external audit would be beneficial.
• Contributor to key governance forums for example Model Risk Forums or ALCO.

REQUIRED MINIMUM EDUCATION AND TRAINING

• BSc of relevant BCom Degree in Financial Mathematics, Actuarial Science, Econometrics, Statistics, Physics or Economics
• Certifications in Financial Risk Management (FRM) or Chartered Financial Analyst (CFA) strongly preferred.

REQUIRED MINIMUM WORK EXPERIENCE

• 5-8 years quantitative Risk and modelling within a banking environment with demonstrable expertise in capital, credit, and/or market risk models.
• Must include experience with regulatory frameworks (IFRS 9, Basel, Banks Act)

KEY PERFORMANCE AREA (KPA)

Financial Management

• Reconcile IFRS 9 outputs against financial disclosures and internal control totals.
• Streamline model implementation

Stakeholder /Client Management

• Support effective collaboration with external auditors, the Prudential Authority, and regulatory stakeholders to ensure model integrity and compliance.
• Enable informed decision-making by communicating model impacts clearly to Exco, ALCO, and Risk Committees.

Data Management

• Lead advanced quantitative analysis across credit and market.
• Develop and automate complex statistical models and forecasting tools to inform capital planning, ICAAP, IFRS 9, and portfolio optimization.
• Govern and refine analytical processes to support the bank’s risk appetite framework and business strategy execution. Perform predictive analytics, trend analysis, and early warning indicator modelling to anticipate emerging risks.
• Integrate macroeconomic stress testing and forward-looking scenario design into quantitative frameworks.
• Embed model outputs and analytics in business-critical processes such as pricing, provisioning, and capital allocation.
• Automate reporting pipelines where possible and enforce BCBS239-compliant data lineage and governance

Operational Excellence

• Lead the end-to-end governance of quantitative models used across credit risk, and market risk.
• Implement and automate a secure, auditable modelling environment to support version control, model traceability, and regulatory trace-back.
• Prepare defensible model documentation and validation reports for the Prudential Authority, external audit, and Exco presentations.
• Drive model performance testing, back testing, and challenger model development to ensure resilience in downturn scenarios.
• Lead the resolution of model risk, audit findings, and limitations through strategic refinements and governance committee alignment.
• Contribute to stress testing and scenario design for internal capital stress programs and board-aligned simulations.
• Apply BCBS239-compliant governance across model data sourcing, assumptions, parameter selection, and limitations.
• Champion model risk culture by contributing to policies, frameworks, and training for stakeholders across the bank.
• Own and execute the end-to-end IFRS 9 modelling process with precision, ensuring timeliness, data integrity, and regulatory alignment.
• Clean, transform, and validate large datasets across multiple systems to maintain audit-traceable model inputs.
• Collaborate with Risk, Finance, Credit, and Data teams to source, validate, and map key inputs including Watchlist and Risk Ratings
• Address and close external audit findings through robust controls, detailed documentation, and back tested evidence
• Embed IFRS 9 into strategic capital planning, stress testing, and provisioning frameworks across the Bank

Support the Chief Risk Officer (CRO), CFO (Chief Financial Officer and governance structures in the creation, maintenance, and enhancement of:

• The Recovery Plan
• Stress Testing and Scenario Framework
• Early Warning Indicators (EWI) and Trigger Framework
• ICAAP (Internal Capital Adequacy Assessment Process)
• IFRS 9 Governance Forum
• Scenario Working Group

Contribute to:

• Regulatory policy alignment and walkthroughs in anticipation of Prudential Authority engagements
• Preparation of regulatory submissions and internal readiness reviews
• Formal documentation for internal and external audit reviews, Risk and ALCO committees, and regulatory stakeholders

Reporting

• Lead the drafting of technical reports for senior management, model developers, bank regulators, ALCO (Asset and Liability Committee), Credit Committee, Risk and Capital Management Committee, Audit Committee, and the Board of Directors.
• Produce clear and defensible documentation for internal and external audit reviews, Risk and ALCO committees, and regulatory stakeholders.
• Develop processes and reporting frameworks to support strategic decision-making, incorporating model assumptions, scenario analysis, and risk-based justifications.
• Maintain policy and methodology documentation to align with best practices and supervisory expectations.
• Communicate complex model outputs in a concise manner to executive stakeholders and regulators.
• Present results to senior stakeholders and secure formal sign-off for internal and regulatory reporting

People Management

• Provide education, coaching, guidance, and technical training to employees, management, and relevant governance committees on regulatory modelling frameworks, internal model usage, and control expectations.
• Manage planning of resource requirements, ensure sufficient capable resources are in place to meet service delivery demands, maintaining the effective and efficient capability of the team.
• Build a high performing team where the best people are deployed in the right roles and deliver against strategy.
• Ensure that all employees are motivated and developed.
• Implement and maintain an effective system of internal controls and delegations of authority for the department, to ensure that accountability for decisions made.
• Inspire and engage employees around the vision and strategy of the Bank, maximising employee engagement and willingness to invest discretionary effort.
• Maintaining departmental structures, processes, and resources.
• Support knowledge transfer for model implementation, validation outcomes, risk quantification techniques, and IFRS 9 application.
• Take ownership for driving own career development
• This position is advertised in line with our commitment to Employment Equity.
• Work condition: Office bound

Closing date: 23 July 2025

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PRIMARY PURPOSE

• The Junior Learning Administrator (Intern) will support the Learning & Development team with the administration and coordination of digital learning initiatives.
• This role will focus on maintaining learning records, extracting reports, supporting the Learning Management System (LMS), and assisting with the creation of engaging digital learning content.

TECHNICAL COMPETENCY REQUIREMENT

• Basic knowledge of Learning Management Systems (LMS)
• Exposure to eLearning authoring tools (Articulate Storyline, Rise 360)
• Intermediate Microsoft Excel skills (formulas, pivot tables, reporting)
• Proficiency in Microsoft Office (Word, PowerPoint, Outlook)
• Basic graphic design skills (Canva, Adobe Creative Cloud) — advantageous
• Strong digital literacy and ability to work with online tools and platforms
• Good file management and data accuracy skills

REQUIRED MINIMUM

• NQF 5

REQUIRED MINIMUM WORK EXPERIENCE

• 2 years in a financial services role

KEY PERFORMANCE AREA (KPA)

FINANCIAL MANAGEMENT

• Ensure training administration tasks are completed efficiently to support cost-effective delivery of learning programmes.
• Process and track training attendance and completions to ensure accurate training spend reporting.
• Assist with basic tracking of training-related costs where required.

CUSTOMER CENTRICITY

• Provide timely, friendly support to internal learners and respond to learning queries effectively.
• Assist employees with LMS navigation and access to digital learning.
• Ensure a positive learner experience through accurate enrolments and clear communication of training logistics.

OPERTIONAL EXCELLENCE

• Coordinate training sessions, schedules, and logistics with minimal errors and delays.
• Upload and maintain digital learning content on the LMS as per quality standards.
• Ensure learning records and data are always up to date and accurate.

DATA MANAGEMENT

• Capture, verify, and update learner data on the LMS.
• Maintain organised electronic training records and evidence of completions.
• Follow data privacy and compliance standards when handling employee learning information.STAKEHOLDER MANAGEMENT
• Communicate professionally with learners, line managers, facilitators, and vendors.
• Build good working relationships within the Learning & Development team and other departments.
• Support the Learning & Development team with coordination and follow-up with external training providers if needed.

REPORTING

• Extract and compile learning activity and compliance reports accurately and on time.
• Prepare simple dashboards or summary reports in Excel as required.
• Share updated learner progress reports with relevant stakeholders.

LEARNING AND GROWTH

• Manage own personal development plan
• Adhere to the Bank’s Compliance training
• WORK CONDITIONS: OFFICE BOUND

CLOSING DATE: 22 JULY 2025