Account Analyst, Business
Business Segment: Business & Commercial Clients
To support the Account Executive with the day-to-day administrative (portfolio management), operational and credit management functions for an allocated Entrepreneur portfolio. To ensure that all compliance requirements within the portfolio are met and act as a central office-bound contact point for the client, providing sales and service fulfilment aligned to segment targets.
Qualifications
Minimum Qualifications
The Standard Bank Group has implemented a Vaccination Policy for all roles which require the incumbent to work from the Standard Bank premises on a full-time or intermittent basis. Full vaccination against COVID-19 is therefore an inherent requirement of this role
To support the Account Executive with the day-to-day administrative (portfolio management), operational and credit management functions for an allocated Entrepreneur portfolio. To ensure that all compliance requirements within the portfolio are met and act as a central office-bound contact point for the client, providing sales and service fulfilment aligned to segment targets.
Qualifications
Minimum Qualifications
- Relevant FAIS aligned business related tertiary qualification e.g. Diploma (NQF6) and above
- Must complete the RE 5 examination within the allocated time
- Drivers License
- 3-4 years experience as an Account Analyst with exposure to lending principles, sales and client servicing. Experience in a back-office Account Support or Customer Service Support role to understand how to interact with the client as well as to process client queries and requests. Experience in Credit or Retail Credit Collections responsible to complete credit applications. Must have relevant intermediary experience in respect of FAIS
The Standard Bank Group has implemented a Vaccination Policy for all roles which require the incumbent to work from the Standard Bank premises on a full-time or intermittent basis. Full vaccination against COVID-19 is therefore an inherent requirement of this role
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