CB
Team Leader: Client Relationship Management (Sandton)
full-time•Sandton
About this role
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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 effectively lead a team of Relationship Bankers in the Relationship Suite to ensure effective portfolio management, client activations, client retention and revenue growth in agreed set targets.
- To lead and sustain a client focused, high performance, high commitment environment within the Relationship Suite through day-to-day activity management, resource planning and people management.
Experience
Minimum:
- Business Banking experience of at least 3 years
- At least 2 years supervisory / leadership experience
- Portfolio management experience
- Client relationship management experience
- Experience managing successful marketing and cross-sales campaigns
- Experience in preparing and motivating Credit applications
- Sales management experience is essential.
Ideal:
- Features, benefits and value propositions of the respective company product/service offerings.
- Multi-level products available and pricing structures
- A good knowledge of administration processes and procedures pertaining to Business Banking transactions
Qualifications (Minimum)
- A relevant tertiary qualification in Business Management or Finance
Qualifications (Ideal or Preferred)
- Bachelor's Degree in Business Management or Finance
Knowledge
Minimum:
- Understanding of business banking and intuitive credit and portfolio management.
- Cross-selling campaign principles and practices to manage and optimise retention and growth within the Suite.
- Business Banking knowledge
- General banking practices and procedures.
- Knowledge of competitor product offerings/ channels/ operational and marketing tactics.
- Credit principles and practices, including an understanding of credit application, securities
- Legal entities (companies, close corporations, sole proprietorships etc.) in the commercial market and the legislative restrictions and requirements governing these from a financial services perspective.
- Financial Advisory and Intermediary Services Act (FAIS) and the Financial Intelligence Centre Act (FICA).
Ideal:
- Features, benefits and value propositions of the respective company product/service offerings.
- Multi-level products available and pricing structures
- A good knowledge of administration processes and procedures pertaining to Business Banking transactions
Skills
- Attention to Detail
- Communications Skills
- Computer Literacy (MS Word, MS Excel, MS Outlook)
- Numerical Reasoning skills
- Planning, organising and coordination skills
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.
What you'll do
- Lead a team of Relationship Bankers to ensure effective portfolio management, client activations, client retention, and revenue growth. Sustain a client-focused, high-performance environment through activity management, resource planning, and people management.
About Capitec Bank Ltd
Imagine simple, affordable banking solutions that work for you – just like it does for over 25 million South Africans. They’re banking smart, paying less and getting more value every day with us.
As the country’s leading digital bank, we’re proud to have been voted the Coolest Bank by the youth in the 2024 Sunday Times GenNext Awards.
With 880 branches and a team of over 16,900, we’re here to grow with you.
Ready to join Capitec Bank Ltd?
Take the next step in your career journey
Frequently Asked Questions
What does a Team Leader: Client Relationship Management (Sandton) do at Capitec Bank Ltd?
As a Team Leader: Client Relationship Management (Sandton) at Capitec Bank Ltd, you will: lead a team of Relationship Bankers to ensure effective portfolio management, client activations, client retention, and revenue growth. Sustain a client-focused, high-performance environment through activity management, resource planning, and people management..
Is the Team Leader: Client Relationship Management (Sandton) position at Capitec Bank Ltd remote?
The Team Leader: Client Relationship Management (Sandton) position at Capitec Bank Ltd is based in Sandton, Gauteng, South Africa. Contact the company through Clera for specific work arrangement details.
How do I apply for the Team Leader: Client Relationship Management (Sandton) position at Capitec Bank Ltd?
You can apply for the Team Leader: Client Relationship Management (Sandton) position at Capitec Bank Ltddirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.