Job Details Retail & Business BankingJob PurposeTo provide a proactive business banking sales and service management function that will retain and grow a portfolio of small enterprise customers by identifying and implementing value adding and specialised business banking financial product solutions from a range of standard and/or customised offerings.Key Responsibilities/AccountabilitiesCustomer Led AcquisitionExplains, promotes, sells and/or customises a range of appropriate Standard Bank of South Africa (SBSA) product offerings/financial solutions that meet the financial needs of small enterprise customers.Acquires new risk groups and opens new business accounts on a face-to face basis.Cross-sells additional value adding products and services to existing customers to assist them in growing their businessesIdentifies and refers sales leads to Business stakeholders e.g. Vehicle and Asset Finance; Electronic Banking; SBFC; SBIB etc.Analyses existing customer data to identify expansion and/or additional business opportunities utilising available MIS and contact management strategy.Ensure effective and appropriate pricing across all products
Responsibilities + Skills
Accurately and efficiently processes customer mandates/documentation requirements for banking facilities.Ensure effective customer migration to Direct Channels.
Ensures consistent execution of CVP by utilising customer needs analysis, product holding report and entrepreneur engagement template.Provides central information/ query service point for the portfolio.