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Business Banker – Elite 73 views

Bidvest Bank - KwaZulu-Natal - To provide banking solutions to Bidvest Bank Elite customers by ensuring that clients are serviced aligned to segmented income, and their banking needs are proactively identified and fulfilled efficiently. Deliver on excellent customer experience aligned to Bidvest Bank services standards - Ensure the receipt and capturing of customer information accurately during the account origination process - Ensure client on boarding is aligned to internal processes i.e. compliance, credit, internal stakeholder engagement etc. - Ensure continuous client interaction through face-to-face interaction and telephonic 'check-in' with client base - Ensure client queries are dealt with timeously - Proactively manage review process of clients facilities - Train and assist client on relevant systems in dealing with the bank efficiently - Plans, initiates and drives sales to achieve Elite revenue target - Acquire and on-board new customers - Market and promote Bidvest Bank through product cross-selling i.e. ABF, BMS, Tradeflow etc. - Proactively identify migration and conversion opportunities - Ensure sales targets and budgets are met - Ensure client on boarding process is seamless - Encourage activation of new accounts and proactively offer additional account services - Ensure all sales leads are submitted and result in agreed % conversion - Ensure cross-selling opportunities are identified and result in agreed % conversion - Manage Sales, customers and keep abreast of market indicators - Identify opportunities for business/personal financing to ensure customer retention - Facilitate all relevant customer portfolio needs i.e. product solutioning - GPO, ODs, CTFX etc. - Preparing high standard of credit application and motivations - Understanding and analysing financial statements and information - Obtain and analyse relevant financials to guide customer on facility uptake - Provide motivation on lending applications - Increase bank revenue by selling right products and services... - Permanent - Full-time




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