BUSINESS:


Ensure Business Profitability and Growth in conjunction with the Operational Banker through retention, attraction, and expansion of customers in portfolio.
Ensure approval of customer’s lending needs are met in conjunction with the Operational Banker through high quality applications.
Ensure that portfolio is 100% self-funded through the attraction of correctly priced deposits.
Successfully close cross and up-selling opportunities received from Operational Banker and own sources. Distribute further leads to internal business partners.
Achieve Non-Interest Revenue targets.


20 %

RELATIONSHIP AND CLIENT FOCUS:


Client Engagement by conducting contacted amount of customer visits.
Client Satisfaction by ensuring zero valid complaints from customers.
Continuously improve turnaround times
Ensure no regrettable customer losses.


20 %

RISK FOCUS


Ensuring risk metrics stay within set parameters for the portfolio.
Support the Operational Banker in all risk related credit issues by ensuring all applicable due diligence on an application is done in accordance to the laid down credit and risk policies and guidelines of the Bank.
AML / KYC adherence
Market conduct/ customer experience adherence
Completion of all compliance training
FAIS adherence – general code of conduct


5 %

PERSONAL DEVELOPMENT OBJECTIVE


Self-development and development identified by manager  
Coaching new staff and team involvement
CSI


Policies and Procedures


Adherence to relevant policies and execution of relevant procedures


Business Planning/ Decision Making


N/A


People Management


No direct people management responsibilities


Requirements

Academic Knowledge:


 Relevant degree, FAIS RE5 competent


Foreign Languages:


N/A


Work Experience:


Minimum 10 years general banking experience and
5 years as Relationship Manager in medium/large segment.