Account Analyst ( Entrepreneur)
- Employer
- Standard Bank of South Africa Limited
- Location
- Kimberley Kimberley, Northern Cape Sol Plaatjie, South Africa
- Salary
- Competitive
- Closing date
- Feb 2, 2023
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Business Segment: Business & Commercial Clients
To support the Relationship Manager with the day-to-day administrative (portfolio management), sales, 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
Experience
To support the Relationship Manager with the day-to-day administrative (portfolio management), sales, 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 NQF 6 qualification (FAIS recognised qualification)
Experience
- 3-4 years
- Business & Commercial Clients
- Experience as an Account Analyst with exposure to lending principles, sales and client servicing
- Experience in a back-office Account Support or Client 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
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