Relationship Banker - Bidvest Bank

eg. Accountant or Accounting or Kempinski

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To generate revenue for Bidvest by sourcing new clients and proactively managing the account to maximize profitability. To grow and retain a portfolio of high-value banking relationships by performing proactive value-adding partnerships, by providing banking solutions and services to maintain and grow the existing customer base. To develop and maintain a portfolio of important revenue generating client relationships within the defined affluent market segment.


  • To proactively cold call and find new clients for Bidvestto meet the monthly revenue target

  • To educate and promoting Bidvest's full product offering to clients to maximize the revenue that can be generated

  • Manage the profit margins by providing clients with comparative information on rates and obtaining the best rates for specific banking products

  • Track, control, and influence sales activities with the specific aim to increase sales efficiencies of the team.

  • Actively grow the client base by the agreed target of new acquisitions a month to achieve the sales target Portfolio Management:

  • Monitor, track, and report on sales activity periodically and ensure action is taken to meet sales targets.

  • Identify opportunities for cross-selling and referrals to other product lines through developing a good understanding of client needs

  • New revenue opportunities are identified and customer feedback on product Risk Management:

  • Comply with governance in terms of legislative and audit requirements

  • Understands clients risk profile and balance for individual clients by optimizing product mix Client Service:

  • Correctly anticipating and interpreting the clients business requirements to get them to bank with Bidvest Bank, sellright product to the right client, and ability to close deals

  • Providing relevant timeous solutions to the client through researching the client's business about the current economic climate and educating the client on Bidvest's products

  • Providing excellent service that will result in client referrals and new business

  • Taking on the role as the primary point of contact for the client, ensuring excellent service levels and quality to clients to ensure the retention of the client and a long term working relationship

  • Continuous face to face and telephonic interaction with clients to pre-empt and proactively address their needs



  • Assist the client with innovative ways to gain maximum benefit from the products e.g. offering the right product at the right time

  • Proactively manage the review process of clients' facilities, checking, submitting, and motivating the business case for approval to credit and legal departments to achieve renewal in the necessary time period. (Providing all necessary documents)

  • Train and assist the client on the necessary systems /processes to deal with the Bank in the most efficient way, client education

  • Continual awareness of what is going on in the market and economy to provide relevant advice to the client at all times

  • On-boarding - signing up the client for the first time, following the correct processes in terms of compliance, credit application, and obtaining the facility with the relevant internal department Admin Support:

  • Provide relevant reports to track progress

  • Review the client files and ensure client information updated

  • Update and manage all client interaction on the CRM system process Management:

  • Successful relationship building with legal, credit, Internal bankers, back-office, and Treasury to achieve clients' needs

  • Work with legal and credit to ensure that all necessary documents are in place and delivered to clients

  • Assist with SARB applications

  • Follow up with all parties to ensure that queries are resolved Training:

  • Manage own development to increase own competencies

  • Ensure all 'other' product training is completed, to equip for cross-selling opportunities

  • Ensure all Bidvest Bank mandatory training i.e. Anti-MoneyLaundry is completed

  • Training and keep abreast with FICA, PoPI compliance, and legislation

  • Meet training deadlines as outlined in PDP

  • Keeping abreast of Compliance (FICA) requirements

  • Knowledge of Banking products and channels

  • FAIS compliance

  • Understand the sales cycle


  • Matric National Diploma - Finance/Certificate in Banking RE5- completed within allocated time BCom - Banking, Finance, CommercialExperience Previous sales experience, with exposure to financial services At least three years + of sales experience in a business banking and/or financial services industry Account management
  • Knowledge, Skills, and Abilities Required (Competencies &level of competencies) Minimum Ideal Knowledge
  • Sound understanding of banking sales

  • Customer relationship Management

  • Good knowledge of sales principles Technical Competencies

  • Negotiating skills

  • Presentation skills

  • Good Communication Skills



  • Networking ability

  • Ability to sell Personal Competencies

  • Own vehicle and valid driver's license

  • Business Acumen

  • Attention to detail

  • Time management (planning skills)

  • Teamwork

  • Self-motivated

  • Resilient

  • Strong credit analysis, documentation, and relationship management skills

  • Ability to assess customer needs and sell products that suits client needs

  • Possess in-depth understanding and knowledge of banking products

  • Proven sales experience in a client relationship role within the banking

  • Ability to work to deadlines with and work under pressure

Desired Skills:

  • Banking

  • Sales



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