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Job Description
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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 see what life at Capitec is all about and complete a short assessment, please click here!
2. Once you have completed the above finalize your application by clicking apply below
Purpose Statement
- To manage clients (many-to-many basis) by providing excellent client service which aims to retain and optimise client value whilst attracting new clients to ensure future client growth.
Experience
Minimum:
- 2 years plus previous experience within Business Banking environment
Ideal:
- Sales, features, benefits and value propositions of products & services
- Administration of processes and procedures pertaining to Business Banking transactions
- Client Service experience
- Understanding and analysing financial statements
-
Proven capability in preparing, motivating, and written credit applications in a structured and compliant manner
Qualifications (Minimum)
- Certification in Commerce or Banking
- A relevant tertiary qualification in Finance or Accounting - Financial Accounting
Qualifications (Ideal or Preferred)
- Bachelor's Degree in Accounting - Financial Accounting or Business Management
Knowledge
Minimum:
Knowledge and understanding of:
- Business banking environment including features, benefits and value propositions of products & services
- General banking practices and procedures.
- Credit principles and practices, including an understanding of credit application, securities and balance sheet requirements.
- The Financial Advisory and Intermediary Services Act (FAIS) and the Financial Intelligence Centre Act (FICA).
- Administration processes and procedures pertaining to Business Banking transactions.
- Client relationship management and service principles.
Ideal:
Knowledge and understanding of:
- Capitec Business Bank products and services
- Competitor product offerings/ channels/ operational and marketing tactics would be advantageous.
- Capitec/Business Bank systems and processes
Skills
- Communications Skills
- Administration Skills
- Planning, organising and coordination skills
- Problem solving skills
- Interpersonal & Relationship management Skills
- Attention to Detail
Conditions of Employment
- Clear criminal and credit record
Capitec is committed to diversity and, where feasible, all appointments will support the achievement of our employment equity goals.