Relationship Analyst

Job Description

To support the business by conducting in-depth credit analysis credit analysis to evaluate risks associated with lending decisions. Provide insights that enable informed, responsible financial solutions aligned with the broader client relationship strategy, ensuring sound risk management and sustainable growth.

• Analyses credit data to estimate degree of risk in extending credit or lending money in support of a broader client relationship
• Year on year revenue growth versus budget for team portfolio
• Achieving the delivery of exceptional customer experience against the Balanced Scorecard standards
• Act as the point of contact for the defined customer portfolio.
• Deal with customer complaints and ensure that it is resolved to the satisfaction of the customer
• Manage the growth of active customer Account Base to increase client base
• Ensures a competent portfolio management as well as asset and liability growth
• Achieving the delivery of exceptional customer experience against the Balanced Scorecard standards
• Manage the growth of active customer Account Base to increase client base
• Maximise Business Portfolio cross sell opportunities and strengthen client relationships
• Convert identified leads into successful sales
• Achieve individual targets as set according to appropriate business area or sales plan
• Comply with governance in terms of legislative and audit requirements
• Manage the % of facility documents outstanding in excess of 60 days after renewal as measured by Collateral team per BS Team / region based on facilities approved and documents submitted
• Ensure effective Data Management by ensuring expired limits are attended to against set target
• Prepare credit proposals for review by the Credit Product House
• Compliance with procedures and processes
• Keep abreast with what's happening within the market place and more specifically with regards to process and credit policy
• Manage own development to increase own competencies

Additional Requirements:

• Advisory Industry knowledge or Finance related Diploma
• Ability to support a Financial Advisor
• Experience working in an Advisory environment
• Ability to resolve customer queries and complaints
• Ensure quality and accuracy of outputs
• NQF 6 in financial management or financial qualification
• 3+ min experience in a Financial Advisory support role or Financial Analyst role

You will have access to:

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate

We can be a match if you are:

• Adaptable and curious
• Sales driven
• Thrive in a collaborative environment
• Client-centric

End Date: November 2, 202