Table of Contents
Capitec Bank | Relationship Banker X1
Location: Sandton, GT, ZA
Company: Capitec Bank Ltd
Purpose Statement
- To manage a portfolio of clients by providing excellent client service which aims to retain and optimise client value whilst attracting new clients to ensure future client growth.
Experience
Minimum:
- 1 to 2 years Business Banking experience
Qualifications (Minimum)
- Grade 12 National Certificate / Vocational in Grade 12 National Certificate
Qualifications (Ideal or Preferred)
- Diploma in Accounting – Financial Accounting or Business Management
Knowledge
Minimum:
Knowledge and understanding of:
- Business banking environment including features, benefits and value propositions of products & services
- General banking practices and procedures.
- Credit principles and practices, including an understanding of credit application, securities and balance sheet requirements. .
- The Financial Advisory and Intermediary Services Act (FAIS) and the Financial Intelligence Centre Act (FICA).
- Administration processes and procedures pertaining to Business Banking transactions.
- Client relationship management and service principles.
Ideal:
Knowledge and understanding of:
- Capitec Business Bank products and services
- Competitor product offerings/ channels/ operational and marketing tactics would be advantageous.
- Capitec/Business Bank systems and processes
Skills
- Communications Skills
- Administration Skills
- Planning, organising and coordination skills
- Problem solving skills
- Interpersonal & Relationship management Skills
- Attention to Detail
Competencies
- Deciding and Initiating Action
- Deciding and Initiating Action_Acting Decisively
- Deciding and Initiating Action_Demonstrating Initiative
- Deciding and Initiating Action_Making Accurate Judgments and Decisions
- Working with People
- Working with People_Adapting to Others
- Working with People_Assessing and Understanding People
- Working with People_Attentive Listening
- Working with People_Building and Supporting Teams
- Working with People_Demonstrating Appreciation
- Working with People_Demonstrating Self-Insight and Awareness
- Working with People_Managing from a Distance
- Working with People_Resolving Conflict
- Working with People_Sharing Information
- Working with People_Showing Caring and Understanding
- Working with People_Supporting Coworkers
- Working with People_Teaching
- Relating and Networking
- Relating and Networking_Creating and Maintaining Networks
- Relating and Networking_Establishing Relationships
- Relating and Networking_Interacting with People at Different Levels
- Relating and Networking_Managing Political Situations
- Persuading and Influencing
- Persuading and Influencing_Making Convincing Arguments
- Persuading and Influencing_Making a Strong Impression
- Persuading and Influencing_Negotiating Agreements
- Analysing
- Analysing_Critical Thinking
- Analysing_Evaluating and Implementing Ideas
- Analysing_Reading Effectively
- Analysing_Solving Complex Problems
- Analysing_Testing and Troubleshooting
- Analysing_Thinking Broadly
- Analysing_Using Math
- Analysing_Working with Financial Information
- Planning and Organising
- Planning and Organising_Coordinating Project Activities
- Planning and Organising_Driving Projects to Completion
- Planning and Organising_Managing Resources
- Planning and Organising_Prioritising and Organising Work
- Delivering Results and Meeting Customer Expectations
- Delivering Results and Meeting Customer Expectations_Championing Customer Needs
- Delivering Results and Meeting Customer Expectations_Delivering High Quality Work
- Delivering Results and Meeting Customer Expectations_Meeting Basic Work Expectations
- Delivering Results and Meeting Customer Expectations_Serving Customers
- Following Instructions and Procedures
- Following Instructions and Procedures_Accepting Direction
- Following Instructions and Procedures_Following Policies and Procedures
- Following Instructions and Procedures_Managing Meetings
- Following Instructions and Procedures_Managing Risk
- Following Instructions and Procedures_Managing Time
- Following Instructions and Procedures_Working Safely
- Adapting and Responding to Change
- Adapting and Responding to Change_Acting as a Champion for Change
- Adapting and Responding to Change_Adapting to Change
- Adapting and Responding to Change_Supporting Change
- Adapting and responding to change_Working with Diverse Populations
- Adapting and Responding to Change_Working with Ambiguity
- Coping with Pressures and Setbacks
- Coping with Pressures and Setbacks_Demonstrating Tenacity and Perseverance
- Coping with Pressures and Setbacks_Displaying Confidence and Composure
- Coping with Pressures and Setbacks_Maintaining Work-Life Balance
- Coping with Pressures and Setbacks_Managing Stress
- Achieving Personal Work Goals and Objectives
- Achieving Personal Work Goals and Objectives_Accepting Responsibility
- Achieving Personal Work Goals and Objectives_Driving Continuous Improvement
- Achieving Personal Work Goals and Objectives_Driving for Results
- Achieving Personal Work Goals and Objectives_Pursuing Self-Development
Conditions of Employment
- Clear criminal and credit record