Team Leader: Client Relationship Management (Sandton) Job Vacancy at Capitec Bank

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We’re on the lookout for energetic, self-motivated individuals who share our passion for service in the banking industry. To be part of the journey, follow the steps below:

1. To explore what life at Capitec is all about and complete a quick assessment, please click here!
2. Once you finish the above, finalize your application by clicking apply below.

Purpose Statement

• Effectively lead a team of Relationship Bankers in managing portfolios, activating clients, retaining clients, and achieving revenue growth based on agreed targets.
• Foster a client-oriented, high-performance environment within the Relationship Suite through daily activity management, resource planning, and people management.

Experience Required

Minimum:

• At least 3 years of Business Banking experience.
• 2 years of supervisory or leadership experience.
• Experience in portfolio management and client relationship management.
• Proven track record of managing successful marketing and cross-sales campaigns.
• Experience in preparing and motivating credit applications.
• Essential sales management experience.

Ideal:

• Knowledge of the company’s product/service offerings including features, benefits, and value propositions.
• Understanding of multi-level products and pricing structures.
• A solid grasp of business banking administration processes and procedures.

Minimum Qualifications

• A relevant tertiary qualification in Business Management or Finance.

Preferred Qualifications

• A Bachelor’s Degree in Business Management or Finance.

Knowledge Required

Minimum:

• Understanding business banking and intuitive credit and portfolio management.
• Knowledge of cross-selling campaign principles to manage retention and growth.
• A comprehensive understanding of business banking practices and procedures.
• Awareness of competitor product offerings and marketing tactics.
• Knowledge of credit principles, credit applications, and securities.
• Understanding legal entities in the commercial market and the relevant legislative requirements.
• Knowledge of the Financial Advisory and Intermediary Services Act (FAIS) and the Financial Intelligence Centre Act (FICA).

Ideal:

• In-depth understanding of the company’s product/service offerings and their benefits.
• Familiarity with administration processes for business banking transactions.

Skills Required

• Attention to detail.
• Strong communication skills.
• Computer literacy in MS Word, MS Excel, and MS Outlook.
• Numerical reasoning skills.
• Planning, organizing, and coordination abilities.

Conditions of Employment

• Must have a clear criminal and credit record.

Capitec is committed to diversity and aims to meet employment equity goals with all appointments.