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Business Manager: Business Bank
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Competencies
Demonstrated experience with Client Relations Management.
Demonstrated experience with Relationship Management.
Demonstrated experience with Business and commercial banking.
Demonstrated experience with Client relationship and portfolio management.
Demonstrated experience with Business development and sales support.
Education
Languages
Summary
Business Manager: Business Bank open to new opportunities
Experience
BANK RELATIONSHIP MANAGER: COMMERCIAL AND ENTERPRISE BUSINESS BANK
Maintain primary ownership of a portfolio of client accounts.. Ensure long term sustainability of the portfolio.. Make effective use of the clients planning and solutioning.. Track and monitor the financial performance of the portfolio.. Apply risk based pricing for all new sales and pricing reviews.. Develop strong advisory client relationships with key decision makers.. Conduct regular client visits in accordance with the Account Value Proposition and initiate changes to Business Corporate products.. Prepare holistic, comprehensive, high quality call reports for distribution.. Make use of middle and back office operational support networks.. Take ultimate ownership of the portfolio's risk management.. Ensure that all outstanding collateral conditions are met.. Ensure compliance to policies, legislation and regulations.
BUSINESS MANAGER: BUSINESS BANK
Maintain primary ownership of a portfolio of client accounts.. Ensure long term sustainability of the portfolio.. Make effective use of the clients planning and solutioning.. Track and monitor the financial performance of the portfolio.. Apply risk based pricing for all new sales and pricing reviews.. Develop strong advisory client relationships with key decision makers.. Conduct regular client visits in accordance with the Account Value Proposition and initiate changes to Business Corporate products.. Prepare holistic, comprehensive, high quality call reports for distribution.. Make use of middle and back office operational support networks.. Take ultimate ownership of the portfolio's risk management.. Ensure that all outstanding collateral conditions are met.. Ensure compliance to policies, legislation and regulations.
ENTERPRISE BUSINESS MANAGER
Maintain primary ownership of a portfolio of client accounts.. Ensure long term sustainability of the portfolio.. Make effective use of the clients planning and solutioning.. Track and monitor the financial performance of the portfolio.. Apply risk based pricing for all new sales and pricing reviews.. Develop strong advisory client relationships with key decision makers.. Conduct regular client visits in accordance with the Account Value Proposition and initiate changes to Business Corporate products.. Prepare holistic, comprehensive, high quality call reports for distribution.. Make use of middle and back office operational support networks.. Take ultimate ownership of the portfolio's risk management.. Ensure that all outstanding collateral conditions are met.. Ensure compliance to policies, legislation and regulations.
PORTFOLIO OPERATIONAL BANKER
Tracking and monitoring of covenants/ collaterals.. Pre-payout documentation management.. Research, identify and proactively promote opportunities for customer servicing needs to more efficient and cost effective self service channels.. Act as a point of contact to customers for a range of operational, procedural and credit issues.. Manage, maintain and develop contacts with customers with my portfolio.. Preparation of facility letters.. Act as product champion.. Arrange and organise product presentations when appropriate.. Support business Bankers into meeting their targets.. Focus on increasing assets and liability book on new and existing customers.
BUSINESS CREDIT ANALYST
Render advisory support to business bankers.. Preparing CFP of FS for business.. Prepare applications for credit facilities in accordance with company credit risk management model and credit policies.. Ensure that the business banker receives accurate and timeous management information on all clients.. Financial analysis for businesses within my portfolios.
TRASUARY CLARK
Normal Banking clients transactions.. Clear and ordering of notes.. Balancing treasury journals.. Control foreign exchange notes and travellers cheques.. Management of cash notes security items.. Balancing and reconciling of Daily floats.
Bank Relationship Manager – Commercial and Enterprise Business
Managed a portfolio of commercial and enterprise banking clients and maintained primary responsibility for client relationships.. Monitored portfolio performance and supported long-term portfolio sustainability through client planning and tailored solutions.. Developed advisory relationships with key decision-makers and conducted regular client visits to identify changing business needs.. Applied risk-based pricing to new business and pricing reviews in line with relevant banking requirements.. Prepared comprehensive client call reports and coordinated with middle- and back-office teams to resolve client needs.. Monitored portfolio risk, followed up on outstanding collateral conditions and maintained compliance with policies, legislation and regulations.
Business Manager – Business Banking
Managed business banking client accounts and worked to maintain the long-term sustainability of the portfolio.. Reviewed client needs and used planning and solution development to support appropriate banking services.. Tracked portfolio financial performance and applied risk-based pricing to new sales and pricing reviews.. Built advisory relationships with key decision-makers and conducted client visits to identify opportunities.. Prepared client call reports and worked with operational support teams to address service requirements.. Monitored portfolio risk, followed up on collateral conditions and maintained compliance with banking policies and regulations.
Treasury Clerk
Processed routine banking client transactions.. Cleared and ordered banknotes and managed cash-related security items.. Balanced treasury journals and reconciled daily cash floats.. Controlled foreign currency notes and travellers’ cheques in line with treasury procedures.