Acquisition Banker (Pipeline)

Purpose Statement

To provide a central based, Business Banking sales and service function that will retain and grow business clients and achieve financial sales and service objectives by following up on sales leads through various digital communication channels.

Experience

• Minimum: 3 years previous experience in a retail and or business banking environment,
• Minimum: 3 years previous experience within a sales environment.
• Ideal: Previous experience within a Business banking environment
• Ideal: Features, benefits and value propositions of the respective company product/service offerings.
• Ideal: A good knowledge of administration processes and procedures pertaining to Business Banking transactions.

Qualifications (Minimum)

• A relevant tertiary qualification in Finance or Commerce.

Qualifications (Ideal or Preferred)

• A Bachelor's Degree in Law.

Knowledge

• Client relationship management (CRM) principles and techniques.
• Standardized business banking transactional products and other core products relevant to small enterprises.
• Business banking product offerings.
• Multiple legal entities (companies, close corporations, sole proprietorships, etc.) in the business banking market and from a financial services perspective.
• Companies and Intellectual Properties Registration Act (CPIC) for correct documentation/mandate preparation purposes.
• Knowledge of competitors offerings.
• Knowledge of standardized business banking transactional products and other core products relevant to small enterprises.
• Knowledge of the Financial Advisory and Intermediary Services Act (FAIS), the Financial Intelligence Centre Act (FICA) and related anti-money laundering legislation and the National Credit Act (NCA).
• Compliance with the Banking Code of Practice, Credit Risk Manual, Securities Manual and Bank Policies and Procedures.

Skills

• Analytical Skills
• Communications Skills
• Computer Literacy (MS Word, MS Excel, MS Outlook)
• Problem solving skills
• Planning, organising and coordination skills.

Conditions of Employment

Clear criminal and credit record.

How to Apply

To see what life at Capitec is all about and complete a short assessment, please click here! Once you have completed the above finalize your application by clicking apply below.