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Job description
Job Description
To support the business by conducting in-depth credit analysis credit analysis to evaluate risks associated with lending decisions. Provide insights that enable informed, responsible financial solutions aligned with the broader client relationship strategy, ensuring sound risk management and sustainable growth.
Analyses credit data to estimate degree of risk in extending credit or lending money in support of a broader client relationship
Year on year revenue growth versus budget for team portfolio
Achieving the delivery of exceptional customer experience against the Balanced Scorecard standards
Act as the point of contact for the defined customer portfolio.
Deal with customer complaints and ensure that it is resolved to the satisfaction of the customer
Manage the growth of active customer Account Base to increase client base
Ensures a competent portfolio management as well as asset and liability growth
Achieving the delivery of exceptional customer experience against the Balanced Scorecard standards
Manage the growth of active customer Account Base to increase client base
Maximise Business Portfolio cross sell opportunities and strengthen client relationships
Convert identified leads into successful sales
Achieve individual targets as set according to appropriate business area or sales plan
Comply with governance in terms of legislative and audit requirements
Manage the % of facility documents outstanding in excess of 60 days after renewal as measured by Collateral team per BS Team / region based on facilities approved and documents submitted
Ensure effective Data Management by ensuring expired limits are attended to against set target
Prepare credit proposals for review by the Credit Product House
Compliance with procedures and processes
Keep abreast with what's happening within the market place and more specifically with regards to process and credit policy
Manage own development to increase own competencies
Additional Requirements:
Advisory Industry knowledge or Finance related Diploma
Ability to support a Financial Advisor
Experience working in an Advisory environment
Ability to resolve customer queries and complaints
Ensure quality and accuracy of outputs
NQF 6 in financial management or financial qualification
3+ min experience in a Financial Advisory support role or Financial Analyst role
You will have access to:
Opportunities to network and collaborate
A challenging working environment
Opportunities to innovate
We can be a match if you are:
Adaptable and curious
Sales driven
Thrive in a collaborative environment
Client-centric
End Date: November 2, 202