Relationship Manager (x3)

Job description

Are you passionate about empowering clients to achieve their Financial goals? We’re seeking dynamic Relationship Managers to deliver personalized, value-driven solutions that make a real difference. In this role, you will be the trusted advisor for your portfolio, proactively identifying opportunities, resolving complex queries, and fostering long-term relationships. If you thrive on exceeding targets, driving business growth, and providing exceptional service in a collaborative environment, join us and take your career to the next level.

Key Responsibilities

• Responsible for providing customers with essential information and advice, enabling them to achieve their business and personal objectives by offering time saving and value-added solutions and service.
• Proactively identify and respond to servicing opportunities for own portfolio of customers, seeking to exceed agreed minimum service standards.
• Successfully manage the resolution of all non-routine queries and complaints for own portfolio of customers.
• Liaise with the Credit department in relation to own customers lending applications, account monitoring and maintenance, and manage the delivery of the Credit departments lending decisions.
• Enable own customers to produce effective lending applications and seek to improve customer service standards.
• Establish and develop sales opportunities to meet customer needs, introducing and working with relevant specialists as required.
• Optimize portfolio potential by providing support to enable the customers meet their business and personal goals and objectives and introducing appropriate solutions and services to meet their needs.
• Responsible for meeting challenging sales and lead targets.
• Building a network of contacts, driving proactive business development within the wider community, and developing new business.
• Primary responsibility for the management of own portfolio of customers ensuring that they receive the appropriate level of service and advice to meet their specified needs.
• Promote alternative delivery channels, sign-posting and other internal products, and services.
• Ensure the branch working environment maintains appropriate standards of appearance and “customer experience”.
• Support other bank colleagues by building their knowledge and understanding of business customers, products, and services through the delivery of formal and ad-hoc training and coaching.
• Monitor, provide feedback and support the growth of leads supplied by other colleagues.
• Devise attraction and retention strategies surrounding target market.
• Build and maintain close links with other Relationship Managers and other sales staff.

• Communication and presentation skills
• Negotiation & Persuasion skills
• Interpersonal skills
• Financial analysis and advice
• Demonstrated experience in the use of Microsoft Office applications, including Word, Excel, and PowerPoint.
• Hands on experience dealing with corporate clients.
• Strong stakeholder relationship management experience.

• Bachelor’s degree in Business Administration, Sales/Marketing or related fields
• An MBA or a Master’s degree will be an added advantage.
• A full Grade 12 certificate with credits or better in English and Mathematics.
• Must have a valid Driving License