New and Existing Customer Relationships

• Identifies customer needs by visiting clients in order to ascertain how the banks products and services can meet their financial requirements


• Requests for financial information and other supporting documentation from the client in respect of finance transactions


• Receives documents from clients and discusses the application and customer requirements with the Corporate Credit Analyst in order for the application process to ensue


• Addresses queries raised by the Executive Credit Committee in respect of the finance deal in order for it to be approved


• Proactive client management, effective communication, client visits and minimal client complaints.

Establish a cross sell from an advances client to either BB, FX, Wealth or Deposit at minimum 1 per consultant per month

Reports/ Management of Qualitative It...