Consumer & Ugric Sector Relationship Management Assistant

Responsabilités

Together, we are shaping Africa’s future, one narrative at a time. With a distinguished heritage spanning over a century and firmly established as a trusted local financial institution, this bank combines deep regional insight with global proficiency, offering a unique blend of stability and sophisticated financial solutions. career Join our family-oriented business and become an integral part of our dynamic expansion, where you will contribute to redefining our future and crafting the legacy of our proudly African enterprise. My Career Development Portal: You are welcome at any stage of your professional journey, as we are committed to supporting your growth. Shape your career trajectory by leveraging innovative mentorship, cutting-edge resources, and tailored assistance designed to empower you. As a member of the ABSA team, you embody boundless potential and endless opportunities. Job Summary The role involves overseeing and expanding a diverse portfolio of clients within the Consumer and Agriculture sectors, fostering enduring partnerships through dependable and high-quality support tailored to their business needs. Key responsibilities include delivering prompt query resolutions, making timely credit decisions, and ensuring consistent, high-standard service delivery to maintain client satisfaction and retention. Employer job posting The position involves driving business growth by fostering relationships with both current and new clients within the Consumer and Ugric sectors. Job Description Relationship Management: – (45%) Outputs: As a Support Relationship Manager, you will be responsible for driving sustainable revenue growth by identifying and capitalizing on opportunities for cross-selling and upselling the Bank’s products. The incumbent will track leads and consolidate information for the Relationship Manager regarding the entire portfolio. Gain insight into the financial objectives and key performance indicators of the Relationship Managers’ portfolio. Create comprehensive account plans for clients, outlining strategic sales approaches and structured contact methodologies to foster and sustain long-term relationships. Assist in compiling and finalizing documentation required for the approval of borrowing requests from both new and existing customers. Analyze customer requirements to identify the most effective products, then develop and implement solutions promptly to address their needs efficiently. Prepare comprehensive call reports in the agreed-upon format for all scheduled key business meetings, ensuring these reports are promptly updated in Salesforce. Investigate to discover prospective clients and systematically organize records of potential and current customers. Conduct regular on-site customer service visits for all clients, with the frequency of these visits determined by the value of the account. Utilize the Customer Prioritization Guidelines to evaluate both the current and future value of customers, thereby identifying those deemed to be of highest priority. Customer Service: – (35%) Outputs: Absolutely! Here’s a professional rewrite of your paragraph with the same facts, requirements, and responsibilities: Drive excellence in customer experience by promptly addressing and resolving customer requests, inquiries, and complaints in full compliance with ABSA’s established policies and procedures. Work diligently to enhance service standards by proactively identifying critical areas needing attention and consistently evaluating customer service performance and satisfaction levels. Proactively initiate contact with clients in the portfolio to address any service-related issues they encounter and develop actionable resolution strategies. Partner with experts in Transactional Banking, Trade Finance, and Treasury to elevate customer experience and drive adoption and utilization of the Bank’s product portfolio. Conduct planned on-site customer service visits for key accounts within the portfolio, while managing phone interactions for other clients. Complaint MI of high quality must be generated in accordance with the established timeline, while actively fostering service excellence by maintaining detailed action tracking logs. These logs are essential for monitoring customer service levels and satisfaction, ensuring continuous improvement and adherence to performance standards. Prepare and deliver presentations of products and services as needed. The role serves as the primary liaison for all Customer Service matters, ensuring prompt resolution of inquiries to assist Relationship Management. Deliver comprehensive details regarding the latest products and services introduced by the Bank to Corporate Customers. Controls and Administration (20%) Outputs: Ensure compliance with the highest operational standards by strictly following the Risk Management Control Document (RMCD) Guidelines, as well as KYC and STM procedures, in addition to all other applicable bank policies. As a Support Relationship Manager, your responsibilities will involve processing and validating excess and interest reports, ensuring accuracy and timely action. Offer comprehensive administrative assistance to the Relationship Manager throughout the stages of drafting, finalizing, and validating all security-related documentation. Coordinate the preparation and submission of account opening documentation, including mandates and application forms, ensuring accuracy and adherence to regulatory requirements. Engage proactively with the Treasury Department to facilitate the booking and management of customer funds and asset placements within the Front Arena Treasury System. Gather and compile customer data regarding service performance metrics for utilization by Relationship Managers, encompassing transaction volumes and revenue generated. Review and implement updates to account details, including borrowing limits, interest rates, and commission charges, following consultations with Relationship Managers. Assist in the maintenance and updating of Early Warning List (OWL) customer records while contributing to the Customer High – Medium/Low Risk Remediation exercise. Serve as the primary point of contact for Risk Management communications with clients, financial professionals, legal advisors, and other pertinent stakeholders. Apply accurate segmentation codes to the designated portfolio of Corporate Customers. Risk and Control (Governance): Ensure all activities and duties strictly adhere to regulatory mandates, the ABSA Operational Risk Framework, and internal ABSA policies and standards. Education Required qualification includes a Higher Diploma in Business, Commerce, or Management Studies. It is essential to foster a collaborative environment by actively disseminating information to colleagues and stakeholders. Please utilize the provided icons to distribute content across relevant platforms.