Banking Credit Application Coordinator / Chartered Accountant: Bloemfontein

Full Time, Permanent
Free State
Posted 1 month ago

Our client offers a market related remuneration, which includes medical- and pension fund. No 13th cheque.

Purpose of the role:

To generate and sustain new revenue streams across the banking product suite. 

Originate and grow market share across the business as well as creating a network to originate new business.

Supporting the Bankers with complex credit applications and onboarding of new clients.

Desired experience and qualification:

B.Com with CFA

2 to 4 years related experience

Person must not be an unrehabilitated insolvent

CA or SAICA accreditation

Excellent people skills.

Responsibilities will include:

  • Control non-exchange profits to increase profits.
  • Achieve year on year Revenue Growth against budget as per the Financial Performance Report (FPR) of the business.
  • Manage Rand value of losses due to calculation errors, interest claims and other errors.  The loss is the total of all amounts written off reflected on the Financial Performance Report. 
  • Establish, align and manage target and budget goals whilst ensuring effective control of costs for a range of functional areas to increase cost efficiency.
  • Negotiate and purchase sales commissions with book necessary deals.
  • Deliver service that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
  • Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members.
  • Maintenance of expert knowledge on relevant legislative amendments, industry best practices and provision of proactive advice and solutions to relevant stakeholders.
  • Manage existing clients and grow portfolio through making contact and generating leads through the network.
  • Maximise Business Portfolio cross sell opportunities and strengthen client relationships.
  • Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information by fulfilling daily dealings with regions and customers on deals.
  • Comply with governance in terms of legislative and audit requirements.
  • Update month-end reports and profits to increase profitability.
  • Manage own development to increase own competencies.

Job Features

Job CategoryAccounting, Auditing, Banking, Finance, Insurance, Stockbroking

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