Transactional Banking Specialist

Transactional Banking Specialist

Transactional Banking Specialist C – IRC201562 at Training – FNB Zambia Learning Centre – FNB Head Office, Lusaka, South East District, Zambia in FNB Zambia Cheque – Corporate
Ends 04 Jul 2021

Purpose

To be responsible for the provision of excellent service to our Corporate Banking Clients in terms of all their Transactional Banking needs.

Experience and qualifications

• Bachelor’s degree in Business, IT or banking qualification preferable.
• Approximately 3 – 5 years in a similar role and relevant industry.
• Good knowledge of banking systems and processes as well as systems and processes used by clients.
• Excellent writing and communication skills, with the ability to translate technical product knowledge into language that clients understand and are comfortable and equipped to sell.
• Knowledge across all Corporate Banking Solutions.

Responsibilities

• Achieve the Net Income Return for the Business as defined in the Financial Performance Report of the Business.
• Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients.
• Deliver exceptional 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.
• Manage existing clients and grow portfolio through making contact and generating leads.
• Maximise cross sell opportunities and strengthen client relationships.
• Provide sales support efficiencies and services in order to ensure retention of clients.
• Translate strategies into actionable goals and execute relevant projects / initiatives aligned to strategic objectives with specific performance measures and control systems to track progress.
• Comply with governance in terms of legislative and audit requirements.
• Achieve efficient client take-on process by obtaining all required supporting documentation for the transaction.
• Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines.
• Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing trends and data.
• Act as primary transactional banking contact to the corporate clients. Stay close to the client from the relationship perspective, making every effort to understand their environment and requirements.
• Facilitate an initial analysis of all clients to determine their needs primarily from a transactional banking viewpoint in view of the bank’s total service offering.
• Interact with the various specialists in the Product houses in order to exploit cross-sell opportunities.
• Stay in constant communication with the respective corporate clients, informing them of all pertinent new client developments.
• Coordinate the implementation of the designed solution and manage the project implementation across FNB, RMB and the client.
• Providing product support to the service and relationship teams.
• To look out for possible opportunities of upcoming RFPs and to ably respond to RFPs issued in the market by collaborating with all the relevant stakeholders within the Bank.
• Work on monthly billing for clients where there is manual billing for products.
• Understand and provide input and guidance on pricing as part of the solution to ensure that the expected revenue is attained per client.
• Manage own development to increase own competencies.