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Account Analyst - George

Employer
Capitec Bank Holdings
Location
Thembalethu George, Province of the Western Cape, 6529 George, South Africa
Salary
Competitive
Closing date
Mar 23, 2023

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Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Purpose Statement
  • To support with the day to day running and maintenance of portfolios by providing a central office-bound contact point for client service queries/ requests, administration assistance and adding value to clients through the identification of cross-selling opportunities, monitoring all loan facilities in the portfolio on a daily basis against set parameters/ conditions.

Experience

Minimum:
  • At least 5 years, of which 1 year should have been spent in the Business Banking environment.
  • Experience in preparing and motivating Credit applications is essential

Qualifications (Minimum)
  • Diploma in Commerce or Banking

Qualifications (Ideal or Preferred)
  • Bachelor's Degree in Banking or Commerce

Knowledge

Minimum:
  • The features, benefits and value propositions of respective company product/service offerings.
  • General banking practices and procedures.
  • Understanding of how Business Banking operates, as well as understanding the business risks, industry risks and financial requirements pertaining to the business market
  • Credit principles and practices, including an understanding of credit application, securities and balance sheet requirements. .
  • The Financial Advisory and Intermediary Services Act (FAIS) and the Financial Intelligence Centre Act (FICA).
  • Administration processes and procedures pertaining to Business Banking transactions.
  • Client relationship management and service principles.

Ideal:
  • Competitor product offerings/ channels/ operational and marketing tactics would be advantageous.
  • Capitec/Business Bank systems and processes

Skills
  • Communications Skills
  • Negotiation skills
  • Problem solving skills
  • Analytical Skills
  • Planning, organising and coordination skills

Conditions of Employment
  • Clear criminal and credit record

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