SUMMARY:
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POSITION INFO:
Overview: Internal Banker for the Private Banking division of the business. Working in partnership with an External Banker by being pro-actively involved in the facilitation, administration and implementation, of clients' deals and requests. Working with credit proposals, and cross selling full product offering. All underpinned by service excellence to clients at all touch points Responsibilities: Our client is looking for an individual who is commercially minded, and passionate about client service, in turn supporting the business strategy through an out of the ordinary Private Banking offering. The ideal individual for this role will be mature, tenacious and entrepreneurial. A critical thinker and problem solver with a can-do attitude, and client-centric view. · Drafting of loan documents · Credit for complex lending deals · Focus on growing the Treasury book · Dealing with forex (investment allowances) · Responsibility for Basel (IB) Ratings · Potentially meeting clients with your Private Banker · Maintain stakeholder relationships · Leverage internal relationships · Cross sell within banking · Responsible for data quality & continuous clean-up · Participation in Forums\/UAT\/Projects · Responsibility for analytics regarding the client base · Mine existing base\/increase share of wallet · Running with non-standard guarantees Requirements: · BCom Degree – BCom (Accounting) OR BCom Law preferred · Understand deal implementation (process) · Strong operational understanding & skills · Client Value Proposition knowledge · Strong understanding of the Competitor landscape · Ability to build strong relationships across the value chain · Cross-selling ability · Min 6 - 10 years financial services experience · Excellent knowledge and understanding of the financial services industry, and global market trends · Excellent interpersonal, communication and written skills · High attention to detail · Proficiency in using AI-enabled productivity tools, such as Copilot, to improve efficiency, generate insight and support decision-making. Applies critical thinking and sound judgement when interpreting outputs, remains accountable for the quality and accuracy of their work
