Bankers, Private at Stanbic IBTC Bank

To grow, maintain and retain a portfolio of private banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.

Job Responsibilities

• Retain Private Banking customers as per the criteria outlined in the segment value proposition and reflected by the Country segment strategy.
• Interact frequently and build strong working relationships with enabler and fulfilment functions (including credit specialists, product specialists and wealth specialists) to shorten turnaround times.
• Liaise effectively with the sales team to ensure seamless transfer of clients after sale has been concluded to relationship management; Retain ownership of customer requests, complaints and applications – follow every task through to completion keeping the customer updated on progress.
• Conduct a needs analysis with all new and existing customers to ensure that product opportunities identified are appropriate to meet the customer’s needs and priorities.
• Pro-actively manage the portfolio to maximize revenue for the Bank (referring to fees, margins and sales), minimize costs and risks, whilst maintaining and entrenching the customer’s relationship with the Bank appropriately.

Qualifications

• First Degree

Experience 

• 5-7 years experience in sales, service, relationship management, credit applications and financial acumen (i.e., proven sales track record in the Financial service industry.)

Behavioural Competencies:

• Articulating Information
• Conveying Self-Confidence
• Convincing People
• Developing Strategies
• Empowering Individuals
• Interpreting Data
• Producing Output
• Providing Insights
• Pursuing Goals
• Seizing Opportunities
• Taking Action
• Thinking Positively
• Understanding People

Technical Competencies:

• Banking Process & Procedures
• Commercial Acumen
• Customer Understanding ( Consumer Banking)
• Financial Acumen
• Product Knowledge (Consumer Banking)
• Risk Identification
• Risk Reporting

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Stanbic IBTC is positioned to continue to build capacity and create a sustainable talent pipeline within the organization. The organization is running a recruitment exercise for Relationship Managers to manage its existing portfolio of clients, while onboarding new clients/businesses.

The key responsibilities listed below, show the required knowledge for sales and relationship management roles. Please send in your application if you have any knowledge of or interests in managing relationships and if you meet all the criteria required for this role.

Qualifications

• First degree in any field.
• Minimum of 3 - 6 years’ experience
• Cognate experience in sales and relationship management of customers to be able to drive profitability and build relationships
• Experience within the financial industry with experience in managing small businesses.

Additional Information

Behavioural Competencies

• Generating Ideas
• Developing Strategies
• Interpreting Data
• Convincing People
• Team Working

Technical Competencies

• Customer Understanding
• Product Knowledge
• Application and Submission Verification
• Account opening and maintenance
• Product Related Systems