Job Purpose

Sourcefin, a leading South African fintech, is seeking an energetic, client-focused, and detail-oriented Junior Banking Partner to join our Banking Department.

In this role, you’ll handle client interactions at bank branches, manage joint account setups, oversee client account administration, analyse transactions, release payments, and monitor ongoing account activity.

Duties & Responsibilities Meeting Clients at Bank Branches: Travel to various bank branches nationwide to meet with clients and facilitate account-related discussions. Joint Financial Account Setups: Handle the administration and coordination of all joint account setups, ensuring smooth processing and compliance. Preparing Documentation: Compile and prepare all necessary documentation required for account setups, ensuring accuracy and completeness. Liaising with Banking Staff: Communicate with banking representatives to confirm that all submitted documentation meets compliance standards and ...