Summary
Date Posted: Tuesday, April 12, 2022 , Base Salary: Not Disclosed

JOB DETAILS:
Executive Banker

JOB PURPOSE
Provide a readily available, service-focused, knowledgeable and experienced point of contact for new and existing personal market customers. Ensure that the customers’ banking needs are identified and fulfilled efficiently and cost-effectively, while managing the risks associated with new accounts, mandates and specimen signatures. Maintain a high level of integrity and ethical standards.

KEY RESPONSIBILITES
• Customer service
• Identify customer needs effectively and open new accounts accordingly.
• Ensure that customers are assisted efficiently within the time frames laid down for particular transaction types – refer to 5 Star processes and high 5 process.
• Cross-sell products effectively.
• Ensure that customers are fully informed of their rights and obligations to the bank in accordance with the Code of Banking Practice.
• Credit
• Implement all the required steps and controls when opening accounts to minimize the risks associated with new business.
• Gather complete and accurate data for the opening of loan accounts and granting of facilities.
• Refer matters outside scoring criteria, with the appropriate information, to Accounts Support for further investigation.
• Business development
• Grow the Executive Banking new to bank customers, balance Sheet and Income statements in line with business strategic objectives
• Increase branch advances by responsible lending practices
• Sell the bank’s products proactively
• Legislative compliance
• Conduct a needs analysis to identify customer needs effectively when opening new accounts or giving product advice, in line with Financial Advisory and Intermediary Service Act license categories.
• Complete disclosure to the customers in terms of accreditation, service fees, and commission.
• Ensure proper record keeping in terms of Financial Advisory and Intermediary Services Act as well as the Financial Intelligence Center Act requirements.
• Compliance
• Responsible for the implementation and adoption within (indicate Department Branch, or Section as appropriate) of all Compliance, Anti-Money Laundering and Sanctions related requirements contained in policies, procedures and processes. This includes the consideration and approval of customers including those that require being subjected to Enhanced Due Diligence for on-boarding and continued business.

QUALIFICATIONS
• 3 – 4 Years branch banking experience, with exposure to customer service
• Degree holder from a recognized University (min – 2nd class upper or equivalent).

Job Experience: No Requirements

Work Hours: 8

Level of Education: Bachelor Degree

Job application procedure
Use the link(s) below to apply on company website.
• Executive Banker 

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