Summary
Date Posted: Thursday, June 09, 2022 , Base Salary: Not Disclosed

JOB DETAILS:
KEY ACCOUNTABILITIES:
RELATIONSHIP MANAGEMENT (45%)
• Support Relationship Manager in optimising sustainable revenue growth through X-sell and upsell of the Banks products.
• Monitor leads and co-ordinate information for the Relationship Manager on overall portfolio.
• Develop understanding of the financial targets and key performance of the Relationship Managers portfolio.
• Develop Relationship account plans for customers including sales and contact strategy.
• Participate in the preparation of New Business Committee document for new and existing customers borrowing needs.
• Determine the products that are most effective in meeting customers’ needs and pro-actively solution in a timely manner.
• Produce call reports in agreed format for all scheduled significant business meetings, these should be updated on sales force.
• Conduct research to identify potential new customers and maintain database of potential customers and existing customers.
• Undertake Customer Service visits for all clients with frequency based on value.
• Identify priority customers using the Customer Prioritization Guidelines to assess their present and potential contribution

CUSTOMER SERVICE (35%)
• Deliver World class Customer experience through timely execution of customer requests as well as robust management of all queries and complaints aligned to Absa’s standard procedure and policy.
• Strive to continuously improve the levels of service, through Identification of key areas of concern as well as monitoring customer service and satisfaction.
• Proactively engage clients within the portfolio to discuss service issues that they may be facing and draw up plans to resolve.
• Collaborate with specialists in Transactional Banking, Trade Finance and Treasury to enhance customer experience and increase uptake and usage of the Banks products.
• Undertake scheduled customer service visits for top clients on the portfolio and customer phone calls for the rest.
• Produce quality Complaints MI as per set schedule and drive service excellence through action tracking logs to help in the monitoring of customer service levels and satisfaction.
• Arrange or undertake product and Service presentations where appropriate.
• Provide information to Corporate Customers on new products and services being introduced by the Bank.

CONTROLS & ADMINISTRATIO(20%)
• Maintain a high standard of operational controls including adherence to Risk Management Control Document (RMCD) Guidelines, KYC & STM procedures and other Bank policies.
• Support Relationship Manager by actioning excess and Interest validation reports
• Provide support to Relationship Manager in connection with preparation, execution and perfection of security documentation.
• Co-ordinate the preparation and execution of account opening related documentation including mandates and application forms.
• Actively engagement the Treasury Department in the booking and administration of Customer Placement of funds and Assets booked on Front Arena (Treasury System)
• Collate Customer information on Service Performance for Relationship Managers (including volume of transactions and income).
• Ensure application of amendments to account details on borrowing limits, interest rates and commission charges after engagement with Relationship Managers
• Assist with preparation and update of Early Warning List customer records and participate in the Customer High –Medium/Low Risk Remediation exercise.
• Act as liaison for Risk Management information purposes with Customers, Accountants, Solicitors and any other relevant people.
• Ensure proper Segmentation codes are applied against assigned portfolio of Corporate Customers.
Education
National Diplomas and Advanced Certificates: Business, Commerce and Management Studies (Required)


Job Experience: No Requirements

Work Hours: 8

Level of Education: Bachelor Degree

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