Analyst, Portfolio Enterprise Banking

Business Segment: Business & Commercial Banking
To support the Banker, Enterprise (i.e., Portfolio & Multi-Channel) with the day-to-day administration, portfolio management, sales, operational and credit management functions for an allocated portfolio. To ensure that all compliance requirements within the portfolio are met and act as a contact point for the client, providing sales and service fulfilment aligned to segment targets.
Qualifications Minimum Qualifications
Type of Qualification: First Degree (FAIS required)
Field of Study: Business Commerce
Experience Required
3-4 years Experience as an Account Analyst with exposure to lending principles, sales and client servicing. Experience in a back-office Account Support or Client Service Support role to understand how to interact with clients as well as to process client queries and requests. Experience in Credit or Retail Credit Collections responsible to complete credit applications. Must have relevant intermediary experience in respect of FAIS.
Additional Information Adopting Practical ApproachesArticulating InformationDeveloping ExpertiseAccount Opening & MaintenanceProduct and Services KnowledgeProduct Related Systems (Business Banking)

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