Senior Relationship Manager at First National Bank

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Purpose

To originate business and identify opportunities to cross-sell for RMB and the broader First Rand Group in line with shareholders’ strategic objectives.

Experience and qualifications

Minimum: Bachelors Degree preferably in Business.
Minimum: 7 – 10 years in a similar role and relevant industry.

Responsibilities

Set targets for the portfolio in line with product pricing.
Plan strategic objective for the portfolio.
Manage opportunity tracking tool.
Communicate client interactions and feedback to stakeholders with regards to client developments
Initiate client scoping sessions to gain client insights.
Initiate brainstorming sessions to identify opportunities across the group and manage action items thereof.
Create innovative solutions for specific product areas.
Interrogate and manage MIS data to minimize revenue leakage on a continuous basis.
Proactively manage credit facilities to ensure adequate limits are in place.
Manage working capital on behalf of clients.
Source new business in adherence with coverage disciplines i.e. sales campaigns, liabilities, cash,CAPS, Opportunity Tracker.
Make cold calls in order to originate business to grow the portfolio.
Manage escalated unresolved client issues.
Manage complex relationships within support areas to ensure best outcome for both the client and the bank.
Build and maintain strong working relationships with all stakeholders, displaying excellent abilities to initiate dialogue and listen, advise, influence, negotiate.
Initiate meetings with key stakeholders to track progress, manage expectations and ensure stakeholders’ needs are met.
Ensure client expectations are met or exceeded.
Use influence and negotiation to achieve win-win outcomes.
Proactively communicate and share information and encourage discussion and debate (share successes and highlight challenges).
Continually drive and model RMB’s values.
Create brand presence for oneself.
Follow through to ensure that personal quality and productivity standards are consistently and accurately maintained.
Make an effort to stay relevant and up-to-date with legislation, new developments etc.
Take ownership and accountability for tasks and activities and demonstrate effective self-management.
Maintain a positive attitude and respond openly to feedback.
Handle stress in ways that do not negatively impact others.
Continually share, debate and communicate learnings.
Be proactive in anticipating potential problems and continually monitor progress to ensure small details are not missed.

How To Apply For The Job | Senior Relationship Manager at First National Bank

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Closing Date : 11th July. 2022