Internal Banker – Young Professionals Team (Cape Town)

Responsible for the facilitation, administration and implementation, working in partnership with a Client Acquisition Banker and being pro-actively involved in cross selling and vanilla credit proposal, all underpinned by service excellence to clients at all touch point

Description Of Your Skill and Experience
Min 2 - 3 years financial experience
B Com OR B Com Law preferably

The Result
Service excellence and relationship building
Effective and timeous resolution of client queries telephonically or via email
Providing sufficient support and education regarding products, processes and system changes
Manage client expectations and provide feedback accordingly
Liaising with support areas and product houses in order to meet clients needs or required transactions
Establish and maintain relationship with internal stakeholders and support areas
Identify opportunities to fully bank the clients and cross sell product offering

Deliver service towards achieving income targets/budgets
Educating client regarding support services available and on-line tools
CRM calls around clients card activity
Maintain Dealstream in partnership with Client Acquisition Banker

Deal facilitation
Facilitation of deals for high volume credit for vanilla transactions
Conduct manual deals where necessary i.e.
? Building bonds (facilitated with clients, valuers and builders)
? Vacant lands
? Commercial props
? Secured loans
? Unsecured loan
Managing the conveyance pipeline
Managing payouts of clients lending transactions
Managing the cell’s treasury book

Client administration
Management of client data on radar
Supporting external consultant by assisting client needs
Drafting of documentation for clients
Management of systems (Finance)
Risk Management
Identify all basic risk issues
Demonstrate in depth understanding of the relevance of documentation required as it pertains to risk
Provide client risk reviews or assessments
Demonstrate awareness of and take appropriate actions on residuals, recoveries and arrears
Proactively adapt to changes in Risk Management
At Investec we look for dynamic, energetic people filled with tenacity, integrity and out of the ordinary thinking. We value individuals who in turn value our culture; that is, a can-do attitude while challenging convention. Diversity, competency and flexible leadership are respected in pursuit of the growth of our business.


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Job id : , #70642, 29 views,

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