Relationship Analyst - First National Bank

purpose

Analyse credit data to estimate the degree of risk in extending credit or lending money in support of a broader client relationship.

responsibilities

• Year-on-year revenue growth versus budget for team portfolio.
• Achieving the delivery of exceptional customer experience against the Balanced Scorecard standards.
• Manage the growth of the active customer Account Base to increase the client base.
• Maximise Business Portfolio cross-sell opportunities and strengthen client relationships.
• Convert identified leads into successful sales.
• Achieve individual targets as set according to the appropriate business area or sales plan
• Comply with governance in terms of legislative and audit requirements.
• Manage the % of facility documents outstanding in excess of 60 days after renewal as measured by the Collateral team per BS Team/region based on facilities approved and documents submitted.
• Ensure effective Data Management by ensuring expired limits are attended to against set targets.
• Prepare credit proposals for review by the Credit Product House.
• Compliance with procedures and processes contained in the Golden Rules.
• Manage own development to increase own competencies.

experience and qualifications

• An appropriate business degree
• Banking Certification
• 2-3 year's related experience