Available Jobs - Banking / Financial / Insurance(10)
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Available Jobs Banking / Financial / Insurance
Responsible for the relationships with Brokers, Referral, and other business partners
Ability to think strategically and create new opportunities, as well as the operational understanding to ensure delivery on those opportunities to the benefit of the business unit as well as the wider Commercial and Personal Business.
Set and drive a high-performance culture.
Build strategic and operational alliances with business units within the business unit and the wider group.
Keep all stakeholders abreast of legislative changes by regulatory bodies and the opportunities they may bring in the Partner space for the business Unit.
Deliver results in a matrix organisation
Develop, align and implement strategic direction
Developing and implementing a short-term and long-term tactics for sales
Overall responsibility for developing, managing and implementing competitive sales and marketing strategies
Developing and executing strategic plan to achieve sales targets and expand our customer base
Expand distribution channels to increase revenue generation opportunities
Recruit and manage sales teams and administration support teams
Deciding and initiating action
Flexibility and adaptability
High levels of integrity
Customer service orientated
Accountable for the review, structuring and approval of credit facilities (Product Programs and Credit
Applications) together with the Credit Committees to ensure appropriate credit decision by the Head of Department.
Responsible for credit related advice and guidance on the Corporate Business
Review Corporate bank portfolio and ensure that a maximum NPL of 3% of portfolio and 1% of portfolio revenues is maintained.
Proactively research market and client related aspects and communicate information obtained through Market Intelligence Reports etc. to pre-empt business risks and opportunities.
Achieve minimum customer service rating of ‘very satisfied’
Ensure timely resolution of complaints and processing of instructions
In conjunction with Relationship Officer, develop and maintain credible relationships with clients at appropriate levels through reliable, proactive service delivery and the application of specialist knowledge.
Result driven, Teamwork and Cooperation.
Following Instructions & Procedures.
Good organizational and time management skills.
Ability to establish direction and drive execution.
Excellent at delivering and owning results.
Strong interpersonal, influencing and communication skills..
Attention to detail.
A proven ability to deliver under pressure.
IT Literate including Microsoft applications.
Delivery of sales, revenue, deposit, risk asset, targets and efficiency ratio.
Maintain target market, customers, product and service discipline.
Prepare and deliver on approved branch budgets.
Benchmark operational efficiencies against best practice in industry, local standards, and Group standards in order to make necessary adjustments internally for maximum effectiveness.
Deliver on customer service standards, acquisition and client satisfaction levels, retention of high performing clients and growing share of wallet as per target market.
Analyze sales and retention processes, identify and monitor new business opportunities through the analysis of MIS and industry and local knowledge.
Responsible for strict cost management including review of both direct and indirect costs generated by the branch. Achieve a cost/income ratio in branch of xx
Brief staff on product and promotional launches and provide regular feedback to staff.
Establish relationships with key clients and business influencers in the local community.
Track and maintain branch performance records including sales tracker, deposits, risk assets,
provisions, incomes, costs and all relevant performance indicators on a daily, weekly, monthly,
quarterly and annual basis including reconciliation with financial control.
Ownership of escalated customer queries/complaints and resolutions process.
Ensure customer queries are recorded, reviewed for delivery and put in place an action plan to prevent re-occurrence.
achieve minimum of 5 products per customer and wallet share targets.
Achieve minimum customer satisfaction rating of ‘very satisfied’.
Maintain 99% ATM, POS, printers and note counters etc. uptime.
Achieve minimum of 75% of customers registered for eservices and active cards.
Interview all customers who want to close their accounts because of poor service in order to find the root cause and attempt to retain the customer.
Plan effective action plan for branch issues and communicate this to staff and ensure execution.
Provide feedback on performance of service providers.
Provide feedback to various sectors on the performance of staff e.g. IT, Operations etc.
Selection, appraisal and performance of branch staff including delivery of all KPIs.
Work with unit leaders and branch staff to achieve effective banking hall management and sales and service targets.
Build and develop a high performing team by driving performance development and coaching to achieve productivity and efficiency ratios for the bank and maximize the potential of staff.
Work with HR but own development plans, training needs and succession plans of branch staff. Ensure each staff attend at least 4 training interventions per annum.
Responsible for ensuring compliance with HR and other Group policies and the discipline of staff in the branch in conjunction with HR Head.
Ensure that staff Leave roster is in place and complied with.
Motivate staff through incentive and recognition schemes to develop a fully engaged team.
Empower staff in the branch to develop sustainable client relationships and prospect within the community for increased domestic business.
Participate and implement transformation plan within the branch.
Provide cover for other branch managers when necessary.
Provide honest feedback on performance of colleagues
Share knowledge and best practice with team members and other branch managers.
Ensure compliance with operations risk e.g. Health & Safety, Security of premises, KYC and anti-money laundering measures plus any other Group controls.
Audit and conduct regular spot checks on all processes including transactions with high financial risk, branch contingency management systems, monthly proofs and reconciliations etc.
Overall responsibility for risk and compliance issues in order to achieve domestic bank targets.
Facilitate the investigation and reporting of Fraud and Loss cases together with Internal Controls.
Achieve minimum ARR rating of ‘Acceptable’.
Ensure branch complies with branch layout standards, in-branch publicity, CAP Manual, KYC and all operating and risk policies and procedures.
Ensure all credit transactions comply with the spirit and the letter of all applicable laws, regulations and institutional policies.
Relating & Networking
Planning & Organising
Leading & Supervising
Good organizational and time management skills
Attention to detail
A proven ability to deliver under pressure
Supporting investment sourcing, evaluation and portfolio monitoring by reviewing inbound investment materials and assessing performance of specific companiesM
Creating and executing financial analysis in support of the investment process by developing flexible financial models, financial forecasting, analysis and multiple valuation methods
Developing, conducting and coordinating financial analysis, reports and presentations to facilitate making important business decisions
Providing financial and business due diligence support
Structuring and conducting research on a wide range of geographies, industries, companies and macroeconomic trends
Maintaining certain performance tracking metrics
Actively participating in Portfolio Company monitoring and reporting, including assisting management in developing annual budgets, tracking monthly performance and preparing monthly transaction reviews.
Solid financial accounting experience;
Above-average quantitative and qualitative analytical skills;
Quantitative modelling experience;
An understanding of and ability to apply complex financial concepts, valuations and accounting;
A high level of attention to detail;
An ability to meet challenging deadlines while maintaining quality and accuracy; and
Excellent Microsoft Office skills.
To design and execute on the business plan of the Retail Banking Department
Ensuring Retail Banking is operating profitably, within set parameters, existence of adequate controls and enhanced operational efficiency
The successful candidate will be responsible for the following, among others:
Develops the annual plan for Retail Banking and submits to the Chief Banking Officer for agreement
Maintains awareness of relevant country and industry forces affecting Retail Banking
Develop the annual plan for the Retail Banking Department into quarterly, monthly and weekly plans in order to manage the business, discusses these with staff weekly
Analyses, identifies and develops business opportunities to drive the Retail Banking in achieving key strategic objectives for the Bank
Develops the Retail Baking Budget (OPEX and CAPEX) for inclusion in the overall Banking and Commercial Service budget
Provides strategic direction on Retail Banking trends to Unit Managers
Sets targets and executes strategies for customer acquisition and discusses these with the direct reports (Unit Managers)
Reviews customer acquisition initiatives and checks that the agreed targets are met and takes corrective action where necessary
Approves products and services promotions for execution in liaison with Corporate Affairs Department
Monitors the performance of products and services and takes corrective action>br> Approves the suitability of an appropriate product (such as short term loan, bank guarantee) in line with the Bank’s policies and procedures
Approves the customer retention plans from Unit Managers to achieve minimum 95% customer retention across all departmental products and services
Approves research findings of the market from Managers to establish the best products and services to be offered
Oversees the adequacy of the Retail Banking delivery channels such as branch network, Agents and Alternate channels to meet the Bank’s strategic objectives
Develops and updates Business Continuity Plans for disaster recovery purposes across the department and checks that this is being followed
Ensures that major risk areas in the department are well – managed and policies and procedures are complied with in all areas of operations
Ensures that the Retail Banking and Channels are in compliance with laid down regulatory guidelines and directives and that these are communicated to staff
Develops the Products and services for Retail Banking, produces the proposal, BRD and liaises with Business Development upon approval by the Chief Banking Officer
Reviews identified potential risks and recommends pricing of the liabilities book in line with identified risk in order to minimize the impact
Checks and monitors the implementation of the budget, identifies variances, and develops an action plan to address them.
Ensures that the Department team operates in line with the departmental policies and guidelines and that requisite human resource policies, procedures and systems are followed accurately
Meets Departmental staff on a weekly and monthly basis, identifies and agrees key targets, objectives/tasks and action plans
Carries out ongoing evaluation of staff, identifies performance strengths and deficiencies, and arranges for necessary training
Duties to include
Process claims in the allocated portfolio efficiently and ensures that they are finalised within the time frames stipulated in the company’s service charter or manual.
Attends to all claims queries promptly and refers all complex issues to the Assistant Claims Manager.
Audits all claims monthly and compiles a report for the Assistant Claims Administrator,
Initiates reinsurance recoveries, facultative and excess of loss cash calls.
Good at problem solving, report writing and customer service skills.
Responsible for day-to-day management of pipeline, origination activities, screening papers, IC papers.
Responsible for mentoring and developing more junior investment professionals.
Supporting portfolio oversight and reporting to LP, working with the Senior Advisor – Portfolio Operations.
Supporting LP relations.
Originating prospective LP, for the second and final closes.
Originating pipeline investments.
Structuring, pricing and negotiating investments, with the specific input of the Managing Director.
Managing and executing the due diligence process, including with the specific input of the Managing Director.
High level of initiative and motivation.
Strong oral and written communication skills
Identifying new clients;
Preparation of pitches, case studies and similar materials for business development;
Screening new clients for new mandates;
Negotiating new mandates;
Executing financial analysis;
Preparation of information memos, teasers and other deal collaterals;
Negotiation of transactions on behalf of clients, and work with legal counsel on related documents;
Project management of transactions from cradle to grave;
Maintain relationships with repeat clients including private equity investors;
Work with other members of the firm responsible for adjacent product areas;
Contribute to firm wide and thematic marketing initiatives;
Training and mentoring of less senior staff.
Ability to network with prospective clients and investors, and develop business for the firm;
An excellent team player and committed to working closely with other members of the senior team as well as developing the junior talent at the firm.
To provide leadership and comprehensively manage the activities of the firm.
Source and secure new businesses, building and managing a customer portfolio.
Plan, organize and coordinate day to day running of the company.
Identify opportunities to improve customer conversion and sales team performance by analyzing data and key performance indicators
Ensure new clients are provided with quotations and continuous follow up is in place.
Respond to customer inquiries and handle customer claims.
Undertake market research in order to identify and recommend competitive products and services.
Liaise with the regulator and provide all necessary reports.
Trust by Default
Own the Outcome
Growth Mindset – Anything is Possible
Duties and Responsibilities:
Implement and maintain treasury policies and procedures for the cash up and cash handling at a store level Constantly improve the cash ups process in response to changes in the business environment Oversee the checking of the cash ups at a head office level Ensure that all tender type sales are timeously banked Report and follow up on variances noted, i.e., Cashier shortages, voids, etc, take corrective measures where necessary (example, AOD’s) Export and send out Daily Receipts files Daily sales reports to be accurate and complete Treasury reconciliations to be accurate and complete All Operational reports to be accurate and complete Liaise with banks regarding queries Liaise with Area Managers regarding treasury queries Check all payment details loaded on bank and do first authorizations Arrange that all suppliers are loaded on bank as beneficiaries Weekly change orders from stores and do first authorizations Monthly petty cash orders from stores and do first authorizations Monthly Operational Summary report of re-occurring problems Monthly debit order lists to compile and send out Month-end outstanding balances for each tender type to determine and give to accountants to reconcile to the Accounting Package Treasury filing to be kept updated Credit card and petrol slip reconciliations Customer overcharges refunds Food vouchers get checked, invoiced, and recovered from customers Implementation of new stores in all the treasury reports Ad hoc duties
Experience in supervising a team (non-negotiable)
People management skills
Strong understanding of the treasury function
Excellent reconciliation skills and financial applicable technical knowledge (non-negotiable)
High computer literacy (MS Outlook, MS Office) – Need Advanced Excel skills (non-negotiable)
Completely proficient in English
Strong interpersonal and communication skills
Structured and organised approach
Self-starter, flexible, energetic, confident
Strong resistance to pressure and experience of a high-volume environment