389 Banking jobs in South Africa
Head Of Operations - (Financial Services- Banking Insurance)
Posted 6 days ago
Job Viewed
Job Description
The Head of Operations (Financial Services- Banking/Insurance) will support the overall effective operational delivery of managing complex customer complaints, to meet the internal and client led demands by demonstrating strong leadership, operational and management capability.
Job Responsibilities:
People Management
- Managing Performance and achievement of team leader KPIs
- Articulate with clarity to the Team leaders, the business expectations and support them with the creation and execution of their operational plan.
- Prepared daily Huddle are held.
- Leave/ Absence Management ensuring the required resourcing is available as per SLA
- Disciplinary & HR related Matters are attended to as they arise in line with the company policy and protocols.
- Create and drive team motivation.
- Reward & Recognition is part of the operational rigor.
- Incentive programmes are aspirational, structured and well
- communicated as to align to the operational delivery required.
- Encourage a cross functional collaborative way of work.
- Drive a high-performance environment, ensuring the client objectives are achieved consistently.
- HW policies, procedures and protocols are being communicated and demonstrated within the operational environment.
- Foster the HW culture which must be visible and aligned to a people centric approach.
- Recognize potential challenges that would hinder/ disrupt team performance or morale and speedily address either independently or in partnership with other stakeholders.
Team/Leader Development
- Coaching/ mentoring is structured and ongoing
- New leader plan is constructed to support the transition of the newly appointed leader.
- Take the lead on bi-monthly call review sessions with the team leaders/ advisors, with documented actions and outcomes following the session
- Conduct monthly 1-1s with the team leaders, reviewing overall team performance and personal development. Identify skills/ knowledge gaps and address or collaborate with the relevant department to assist.
- Embed industry best practices into the operational environment and continuously seek ways to elevate the level of service delivery.
- Ongoing knowledge sharing based on day of day incidents, findings, or feedback (internal / external)
- Host regular think tank/ focus session with the team (sharing of information, brainstorm ideas for improvement, address problems / challenging situations)
- Team professional Development (CPD, succession, career pathing, etc.)
- Address poor work performance through a structured development plan, partnering with HR to ensure sufficient support is provided for improvement
- Identify and nurture top talent within the team.
- Create a repository of useful resources / reference material to support coaching or skills-based session.
- Create ongoing learning opportunities, both formal an informal so colleagues are kept up to date
Operational Management (BAU)
- Define operational objectives.
- Agree and deliver key operational metrics
- Prepare and plan to deliver against the agreed business targets.
- Monitoring performance and adapting activities accordingly.
- Execute on financial objectives by translating into operational activities.
- Track performance against forecast and makes operational adjustments in month.
- Departmental wide communication of relevant information is circulated/communicated.
- Define reporting requirements to optimism the performance.
- Record keeping of key information in respect of with business requirements.
- Instate quality control mechanism ensuring the necessary actions are consistency applied.
- Manage all legislative requirements, taking the appropriate action if required
- Process Oversight and monitoring
- Monitoring of department expenses
- Procurement and supplier oversight
- Based on management information and insights, suggest areas for review to maintain continuous improvement within the environment
- Areas of concern are timeously raised and addressed to avoid disruption and loss of revenue
- Promoting good news stories, innovation, successes and learnings within the department and wider organization
- Project Implementation
- Taking the lead from the project manager, execute/support on actions for department specific projects.
- Provide insight into the project plan.
- Improve, influence and secure support for value-add initiatives.
- Connect and collaborate with others in the project team to ensure successful outcome.
- Keep stakeholders well informed with ongoing communication on progress/ setbacks.
- Maintain records of actions and milestone /achievements for your assigned actions
Support the building of a great Client Relationship
- Support the Client Director with maintaining good client interactions
- Work collaboratively with clients through WBR, MBR and QBR.
- Manage internal delivery on client requirements.
- Escalate risk/issues within Huntwood immediately to mitigate concerns/problems.
- Prepare adequately for client visits, including ensure all relevant internal teams are well prepared. Maintain good communication and build healthy working relationships with the client.
- Keep the client aware of necessary information by providing regular feedback.
- Build confidence with the client by sharing achievements and challenges ahead of the time.
- Report on continuous improvement within the department.
Change Management
- Identifying change initiatives within the department.
- Partnering with Business on wider organizational change initiatives.
- Drive change initiatives, ensuring it as the desired outcome.
- Management of the communication plan around the change activities specific to the department Monitor the outcome / results closely, addressing challenges as they arise.
Department Reporting
- Work closely with the BI team to build reporting and insights required to manage the operations.
- Ongoing data analytics of existing MI • Monitor trends to drive the direction and focus on key business levers. Using the insights gathered from the available data to make decisions and recommendations for improvement. Drive data driven continuous improvement initiatives within the department.
Job Requirements:
- Minimum qualification of Matric/NQF 4
- Relevant tertiary qualification will be advantageous
- Experience within financial services is essential (Banking/Insurance. Etc)
- 3 years in a Senior Operations Management role in a BPO/Call Centre Environment
- Experience within Complaints space is essential ideally working with UK based clients
- Experience in the financial services/insurance sector preferred
- Experience with high level communication with senior stakeholders and clients (written and verbal)
- Proficiency in MS Excel
Skills Required:
- Interpersonal skills and communication (written & verbal)
- Understanding of business processes & policies
- Organized and structured personality
- Resource Planning
- Leadership skills
- Innovative / Creative thinker
- Analytical skills
- Coaching and mentoring
- Ability to lead and influence
- Decision Making
- Planning and organizational skills
- Continuous improvement
- Operational Knowledge
- Financial acumen
- Report Writing
Core Behavior
Huntswood’s employees are described as dependable, driven and collaborative.
The job holder should align to our 6 Fundamental Values:
- Bring Your “A” Game
- Strive For Greater
- Enable and empower all employees
- Do the right thing
- Own it
- Deliver unbelievable service
"It's not just about what we do, but the way we do it. And it's our values that make us special."
NB: All appointments are subject to the positive outcome of pre-employment verification checks.
#J-18808-LjbffrHead of Operations - (Financial Services- Banking Insurance))
Posted 22 days ago
Job Viewed
Job Description
Direct message the job poster from Huntswood
Regional Lead (UK & EMEA) working with Huntswood ExCo & SLT for UK and South Africa.The Head of Operations (Financial Services- Banking/Insurance) will support the overall effective operational delivery of managing complex customer complaints, to meet the internal and client led demands by demonstrating strong leadership, operational and management capability.
Job Responsibilities:
People Management
- Managing Performance and achievement of team leader KPIs
- Articulate with clarity to the Team leaders, the business expectations and support them with the creation and execution of their operational plan.
- Prepared daily Huddle are held.
- Leave/ Absence Management ensuring the required resourcing is available as per SLA
- Disciplinary & HR related Matters are attended to as they arise in line with the company policy and protocols.
- Create and drive team motivation.
- Reward & Recognition is part of the operational rigor.
- Incentive programmes are aspirational, structured and well
- communicated as to align to the operational delivery required.
- Encourage a cross functional collaborative way of work.
- Drive a high-performance environment, ensuring the client objectives are achieved consistently.
- HW policies, procedures and protocols are being communicated and demonstrated within the operational environment.
- Foster the HW culture which must be visible and aligned to a people centric approach.
- Recognize potential challenges that would hinder/ disrupt team performance or morale and speedily address either independently or in partnership with other stakeholders.
Team/Leader Development
- Coaching/ mentoring is structured and ongoing
- New leader plan is constructed to support the transition of the newly appointed leader.
- Take the lead on bi-monthly call review sessions with the team leaders/ advisors, with documented actions and outcomes following the session
- Conduct monthly 1-1s with the team leaders, reviewing overall team performance and personal development. Identify skills/ knowledge gaps and address or collaborate with the relevant department to assist.
- Embed industry best practices into the operational environment and continuously seek ways to elevate the level of service delivery.
- Ongoing knowledge sharing based on day of day incidents, findings, or feedback (internal / external)
- Host regular think tank/ focus session with the team (sharing of information, brainstorm ideas for improvement, address problems / challenging situations)
- Team professional Development (CPD, succession, career pathing, etc.)
- Address poor work performance through a structured development plan, partnering with HR to ensure sufficient support is provided for improvement
- Identify and nurture top talent within the team.
- Create a repository of useful resources / reference material to support coaching or skills-based session.
- Create ongoing learning opportunities, both formal an informal so colleagues are kept up to date
Operational Management (BAU)
- Define operational objectives.
- Agree and deliver key operational metrics
- Prepare and plan to deliver against the agreed business targets.
- Monitoring performance and adapting activities accordingly.
- Execute on financial objectives by translating into operational activities.
- Track performance against forecast and makes operational adjustments in month.
- Departmental wide communication of relevant information is circulated/communicated.
- Define reporting requirements to optimism the performance.
- Record keeping of key information in respect of with business requirements.
- Instate quality control mechanism ensuring the necessary actions are consistency applied.
- Manage all legislative requirements, taking the appropriate action if required
- Process Oversight and monitoring
- Monitoring of department expenses
- Procurement and supplier oversight
- Based on management information and insights, suggest areas for review to maintain continuous improvement within the environment
- Areas of concern are timeously raised and addressed to avoid disruption and loss of revenue
- Promoting good news stories, innovation, successes and learnings within the department and wider organization
- Project Implementation
- Taking the lead from the project manager, execute/support on actions for department specific projects.
- Provide insight into the project plan.
- Improve, influence and secure support for value-add initiatives.
- Connect and collaborate with others in the project team to ensure successful outcome.
- Keep stakeholders well informed with ongoing communication on progress/ setbacks.
- Maintain records of actions and milestone /achievements for your assigned actions
Support the building of a great Client Relationship
- Support the Client Director with maintaining good client interactions
- Work collaboratively with clients through WBR, MBR and QBR.
- Manage internal delivery on client requirements.
- Escalate risk/issues within Huntwood immediately to mitigate concerns/problems.
- Prepare adequately for client visits, including ensure all relevant internal teams are well prepared. Maintain good communication and build healthy working relationships with the client.
- Keep the client aware of necessary information by providing regular feedback.
- Build confidence with the client by sharing achievements and challenges ahead of the time.
- Report on continuous improvement within the department.
Change Management
- Identifying change initiatives within the department.
- Partnering with Business on wider organizational change initiatives.
- Drive change initiatives, ensuring it as the desired outcome.
- Management of the communication plan around the change activities specific to the department Monitor the outcome / results closely, addressing challenges as they arise.
Department Reporting
- Work closely with the BI team to build reporting and insights required to manage the operations.
- Ongoing data analytics of existing MI • Monitor trends to drive the direction and focus on key business levers. Using the insights gathered from the available data to make decisions and recommendations for improvement. Drive data driven continuous improvement initiatives within the department.
Job Requirements:
- Minimum qualification of Matric/NQF 4
- Relevant tertiary qualification will be advantageous
- Experience within financial services is essential (Banking/Insurance. Etc)
- 3 years in a Senior Operations Management role in a BPO/Call Centre Environment
- Experience within Complaints space is essential ideally working with UK based clients
- Experience in the financial services/insurance sector preferred
- Experience with high level communication with senior stakeholders and clients (written and verbal)
- Proficiency in MS Excel
Skills Required:
- Interpersonal skills and communication (written & verbal)
- Understanding of business processes & policies
- Organized and structured personality
- Resource Planning
- Innovative / Creative thinker
- Analytical skills
- Coaching and mentoring
- Ability to lead and influence
- Decision Making
- Planning and organizational skills
- Operational Knowledge
- Report Writing
Core Behavior
Huntswood’s employees are described as dependable, driven and collaborative.
The job holder should align to our 6 Fundamental Values:
- Strive For Greater
- Enable and empower all employees
- Do the right thing
- Own it
"It's not just about what we do, but the way we do it. And it's our values that make us special."
NB: All appointments are subject to the positive outcome of pre-employment verification checks.
Seniority level- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Customer Service
- Industries Financial Services and Outsourcing and Offshoring Consulting
Referrals increase your chances of interviewing at Huntswood by 2x
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#J-18808-LjbffrBanking Advisor
Posted 6 days ago
Job Viewed
Job Description
Job Description
To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales, and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
BANKING ADVISOR - PORTSIDE - (Affluent)
Welcome to FNB, the home of the changeables. We design shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Banking & Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious.
Now’s the time to imagine your potential in a team where experts come together and ignite effective change.
Are You Someone Who Can
- Proactively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales, and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
- Build sound relationships based on trust and openness.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through ensure effective management of the leads pipeline.
- Consistently produce high-quality outputs within agreed deadlines.
You Will Be An Ideal Candidate If You
- Minimum Qualification - RE5 Certificate with a Degree NQF7 (FSCA Approved) level in Finance or Accounting
- Experience - 2 to 3 years’ experience within a Sales/Service area of a financial environment, Banking would be preferred.
- A person must not be unrehabilitated insolvent.
You Will Have Access To
- Opportunities to network and collaborate.
- Challenging Working Opportunities to innovate.
We Can Be a Match If You Are
- Curious & courageous - you are driven by always wanting to know more and learn more and you are brave enough to. Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.
- Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing the active customer account base.
- Comply with relevant statutory, legislative, policy, and governance requirements and set processes and procedures related to your specialization.
Are you interested to take the step? We look forward to engaging with you further. Apply now!
Additional Requirements
In accordance with the National Credit Act (NCA), candidates applying for this role will require a credit record check.
Job Details
Take note that applications will not be accepted on or after 06/07/25. Kindly submit applications ahead of this date.
All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose their disability information voluntarily. This information will be kept confidential unless required by law.
#J-18808-LjbffrBanking Administrator
Posted 7 days ago
Job Viewed
Job Description
Our client requires the services of a detail-oriented Banking Administrator to join their team.
Duties & ResponsibilitiesKey performance areas:
- Uploading beneficiaries on online banking systems after verification.
- Ensure all payments are fully authorised.
- Process all payments daily.
- Preparing payments lists for payruns.
- Print proof of payments, save on SharePoint and send to customers and managers.
- Download supplier invoices from POS, save on SharePoint and mail to customers.
- Processing foreign exchange payments, booking FX rates and submitting supporting documents.
- Preparing and attending to all banking applications (financing and cards etc.)
- Availability after hours for unplanned payments and transfers.
- Attend to all bank-related queries.
The successful candidate must have:
- Matric with a Diploma in Bookkeeping or any relevant qualification.
- At least 3 years relevant working experience in a similar position.
- Computer literate – (Word, Excel, and Outlook).
- Working knowledge of SharePoint will be advantageous.
- Must have exceptional attention to detail.
- Must be honest, confidential, and reliable.
- Must have excellent communication skills.
Salary to be discussed during interview stage.
#J-18808-LjbffrBanking Advisor
Posted 18 days ago
Job Viewed
Job Description
Direct message the job poster from FNB South Africa
Job Description
To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
Job Description
To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
BANKING ADVISOR - PORTSIDE
Welcome to FNB, the home of the changeables. We design shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Banking & Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious.
Now’s the time to imagine your potential in a team where experts come together and ignite effective change.
Are You Someone Who Can
- Proactively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
- Build sound relationships based on trust and openness.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through ensure effective management of the leads pipeline.
- Consistently produce high-quality outputs within agreed deadlines.
- Minimum Qualification - RE5 Certificate with a Degree NQF7 (FSCA Approved) level in Finance or Accounting
- Experience - 2 to 3 years’ experience within a Sales/Service area of a financial environment, Banking would be preferred.
- A person must not be unrehabilitated insolvent.
- Opportunities to network and collaborate.
- Challenging Working Opportunities to innovate.
- Curious & courageous - you are driven by always wanting to know more and learn more and you are brave enough to Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.
- Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
- Comply with relevant statutory, legislative, policy and governance requirements and set processes and procedures related to specialization.
Additional Requirements
In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
#POST
#FNB
Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
06/07/25
All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
Seniority level
- Seniority level Entry level
- Employment type Full-time
- Job function Finance and Sales
- Industries Banking
Referrals increase your chances of interviewing at FNB South Africa by 2x
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#J-18808-LjbffrBanking Advisor
Posted 22 days ago
Job Viewed
Job Description
Time left to apply: End Date: July 6, 2025 (9 days left to apply)
Job requisition id: R35783
Job DescriptionTo assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales, and service fulfilment, with the goal of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
BANKING ADVISOR - PORTSIDE
Welcome to FNB, the home of the changeables. We design shapeshifters and deliver products and services that make us incredibly proud of the people who make it happen. As part of our Private Banking & Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious.
Now’s the time to imagine your potential in a team where experts come together and ignite effective change.
Are you someone who can:
- Proactively manage a portfolio of affluent clients with a team of Private Bankers through analysis, research, sales, and service fulfillment, aiming to identify new opportunities and grow existing client portfolios through stakeholder management.
- Build sound relationships based on trust and openness.
- Contribute to a culture of service excellence, building positive relationships and providing opportunities for feedback and exceptional service.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business by effectively managing the leads pipeline.
- Consistently produce high-quality outputs within deadlines.
You will be an ideal candidate if you:
- Have a minimum qualification of RE5 Certificate and a Degree NQF7 (FSCA Approved) level in Finance or Accounting.
- Have 2 to 3 years’ experience in Sales/Service within a financial environment; banking experience preferred.
- Are not unrehabilitated insolvent.
You will have access to:
- Opportunities to network and collaborate.
- Challenging opportunities to innovate.
We can be a match if you are:
- Curious & courageous — driven by a desire to learn and brave enough to take on challenges.
- Obsessed with mastery — committed to becoming skilled and continuously improving.
- Focused on growth — managing existing clients, generating new leads, and expanding active customer accounts.
- Compliant with relevant statutory, legislative, policy, and governance requirements.
Interested in taking the next step? We look forward to engaging with you. Apply now!
Additional Requirements
Applicants will require a credit record check in accordance with the National Credit Act (NCA).
#LI-NK3
#POST
#FNB
Job DetailsPlease submit your application before the closing date: July 6, 2025.
All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose disability information voluntarily; this will be kept confidential unless required by law.
Introduce YourselfIntroduce yourself to our recruiters. We will contact you if there's a suitable role.
For queries, please log via MyQ.
About UsFNB serves retail and commercial customers with a range of financial and insurance products, innovative savings and investment solutions, and a digital universe to navigate life's challenges. Recognized globally, FNB has won multiple awards, including the Strongest Banking Brand in the World in 2023. We offer opportunities to build an exciting and rewarding career, especially if you want to make a meaningful impact on people's lives.
#J-18808-LjbffrBanking Advisor
Posted today
Job Viewed
Job Description
Time left to apply: End Date: July 6, 2025 (9 days left to apply)
Job requisition id: R35783
Job DescriptionTo assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales, and service fulfilment, with the goal of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
BANKING ADVISOR - PORTSIDE
Welcome to FNB, the home of the changeables. We design shapeshifters and deliver products and services that make us incredibly proud of the people who make it happen. As part of our Private Banking & Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious.
Now’s the time to imagine your potential in a team where experts come together and ignite effective change.
Are you someone who can:
- Proactively manage a portfolio of affluent clients with a team of Private Bankers through analysis, research, sales, and service fulfillment, aiming to identify new opportunities and grow existing client portfolios through stakeholder management.
- Build sound relationships based on trust and openness.
- Contribute to a culture of service excellence, building positive relationships and providing opportunities for feedback and exceptional service.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business by effectively managing the leads pipeline.
- Consistently produce high-quality outputs within deadlines.
You will be an ideal candidate if you:
- Have a minimum qualification of RE5 Certificate and a Degree NQF7 (FSCA Approved) level in Finance or Accounting.
- Have 2 to 3 years’ experience in Sales/Service within a financial environment; banking experience preferred.
- Are not unrehabilitated insolvent.
You will have access to:
- Opportunities to network and collaborate.
- Challenging opportunities to innovate.
We can be a match if you are:
- Curious & courageous — driven by a desire to learn and brave enough to take on challenges.
- Obsessed with mastery — committed to becoming skilled and continuously improving.
- Focused on growth — managing existing clients, generating new leads, and expanding active customer accounts.
- Compliant with relevant statutory, legislative, policy, and governance requirements.
Interested in taking the next step? We look forward to engaging with you. Apply now!
Additional Requirements
Applicants will require a credit record check in accordance with the National Credit Act (NCA).
#LI-NK3
#POST
#FNB
Job DetailsPlease submit your application before the closing date: July 6, 2025.
All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose disability information voluntarily; this will be kept confidential unless required by law.
Introduce YourselfIntroduce yourself to our recruiters. We will contact you if there's a suitable role.
For queries, please log via MyQ.
About UsFNB serves retail and commercial customers with a range of financial and insurance products, innovative savings and investment solutions, and a digital universe to navigate life's challenges. Recognized globally, FNB has won multiple awards, including the Strongest Banking Brand in the World in 2023. We offer opportunities to build an exciting and rewarding career, especially if you want to make a meaningful impact on people's lives.
#J-18808-LjbffrBe The First To Know
About the latest Banking Jobs in South Africa !
CLIENT BANKING ANALYST (COMMERCIAL BANKING & TRANSFORMATION)
Posted 4 days ago
Job Viewed
Job Description
To work closely with the Relationship Manager and Provincial Head to package the credit submission documents for Credit Committees. To act as consolidator of inputs from team members in the development of the business case for loan applications - inclusive of working on a team-basis with members of the team in the Provincial Office and the Credit Analysts in the Risk Management Division. Financial Modelling, Analysis & Deal structuring. To provide recommendations on the viability of the loan application based on analysis and interpretation of, amongst others:
o The business case
o Financial statements - inclusive of cash flow projections
o Risk Considerations and Mitigation thereof
o Security and Collateral
o Development, Social and Environmental Impact considerations.
To provide a first level quality assurance function on the applicable policies and procedures related to the transaction under consideration. To provide first level quality assurance across key systems used by business such as SAP,CRM and Acceleris
Preferred Minimum Education and Experience
- NQF Level 5: or Relevant three year qualification - BTech in Credit or Risk Management or - Undergraduate Degree in Commercial / Business Sciences / Risk Management / Investment Management.
- Post qualification experience which will typically include the following: 3 to 5 Years
- Experience as a Credit Analyst, or relevant credit / lending assessment experience in a commercial or corporate banking environment
- Experience in a Financial Services Lending environment
- Relationship management experience in a customer facing environment - within an agricultural environment an advantage
Desired Skills:
- Computer
- Communication
- Financial Principles
- Interpersonal Skills
- Reporting
- Planning
- Analytical
- Time Management
Desired Work Experience:
- 2 to 5 years
CLIENT BANKING ANALYST (COMMERCIAL BANKING & TRANSFORMATION)
Posted 4 days ago
Job Viewed
Job Description
To work closely with the Relationship Manager and Provincial Head to package the credit submission documents for Credit Committees. To act as consolidator of inputs from team members in the development of the business case for loan applications - inclusive of working on a team-basis with members of the team in the Provincial Office and the Credit Analysts in the Risk Management Division. Financial Modelling, Analysis & Deal structuring. To provide recommendations on the viability of the loan application based on analysis and interpretation of, amongst others:
o The business case
o Financial statements - inclusive of cash flow projections
o Risk Considerations and Mitigation thereof
o Security and Collateral
o Development, Social and Environmental Impact considerations.
To provide a first level quality assurance function on the applicable policies and procedures related to the transaction under consideration. To provide first level quality assurance across key systems used by business such as SAP,CRM and Acceleris
Preferred Minimum Education and Experience
- NQF Level 5: or Relevant three year qualification - BTech in Credit or Risk Management or - Undergraduate Degree in Commercial / Business Sciences / Risk Management / Investment Management.
- Post qualification experience which will typically include the following: 3 to 5 Years
- Experience as a Credit Analyst, or relevant credit / lending assessment experience in a commercial or corporate banking environment
- Experience in a Financial Services Lending environment
- Relationship management experience in a customer facing environment - within an agricultural environment an advantage
Desired Skills:
- Computer
- Communication
- Financial Principles
- Interpersonal Skills
- Reporting
- Planning
- Analytical
- Time Management
Desired Work Experience:
- 2 to 5 years
Manager, Enterprise Banking
Posted 7 days ago
Job Viewed
Job Description
Business Segment: Business & Commercial Banking
To lead and manage the Enterprise Direct capability in a Province; to deliver the Provincial Enterprise Direct capability value proposition for Enterprise Direct. To support the Head, Enterprise Direct to drive and deliver a value adding sales and service solutions directed by the Enterprise Direct value proposition, that will grow the customer base. To ensure the day-to-day Enterprise Direct operations managed through effective coordination between all value chain functions.
Qualifications
Minimum Qualifications
Type of Qualification: First Degree (FAIS required)
Field of Study: Business Commerce
Experience Required
Enterprise Direct Propositions
Business & Commercial Banking
8-10 years proven successful sales track record in the financial services industry. Advanced product knowledge including specialized products and financial structures. Advanced experience and knowledge in Credit and Compliance matters. Negotiating skills and conflict handling. Significant people management experience, leading teams and motivating people.