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With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

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Job Summary

The role holder is responsible for managing all key and critical administrative activities to ensure client operational excellence. These include regulatory onboarding, security management, credit management and product sales and support throughout the lifecycle of client relationships. He/she works closely with Credit, Compliance, Operations, Financial Crime and the coverage teams to ensure high quality service for clients.

Job Description

Client Onboarding, Service and Maintenance (50%)

• Act as principal point of contact in the Relationship Managers’ absence.
• Leverage on client service interactions to identify and initiate new sales opportunities, enhancing revenue growth through relationship-driven insights.
• Establish feedback loops across clients and internal teams, identify service gaps, and implement proactive strategies to improve client satisfaction and retention.
• Assist in the development and revision of customer relationship plans and monitor execution of the client plans with the Relationship Manager.
• Monitor level of Customer service and satisfaction based on Corporate Banking Service standards.
• Participate in business development presentations where appropriate. Develop and maintain contacts with specialists in other sectors and areas of the Bank and Group.
• Update and maintain proper customer information for efficient customer service.
• Take up end to end relationship role for a few clients through an assigned portfolio that will be determined from time to time.
• Manage and coordinate the KYC process. Create the right relations with MLRO and Compliance to ensure that stumbling blocks are discussed and made commercial.
• Act as the key liaison between Clients, KYC, Product, Compliance, and Legal teams to ensure regulatory-compliant onboarding.

Controls, Governance and Risk Management (45%)

• Keep product knowledge up to date for products from other areas of the bank.
• Conduct full customer due diligence on customers during on boarding and on a regular basis as per the requirements of the business and compliance teams.
• Act as a liaison for risk management information purposes with customers, accountants, solicitors and other relevant people.
• Collate customer produced financial information and co-ordinate input on the relevant credit systems by the corporate credit team.
• Use analysed financial and non-financial information to identify key issues prior to discussion with the Relationship Manager for new and existing business in conjunction with the corporate credit team.
• Assist with creation of Credit Applications and business committee papers.
• Support the review of facility letters and co-ordinate execution of documentation and drawdown of facilities.
• Provide technical input and undertake research for the Relationship Manager in connection with proposed security and liaise to arrange preparation and execution of security documentation.
• Review of refer list and other risk reports.
• Attend joint credit and relationship team meetings and contribute fully including suggestions on ways to improve governance and controls on the portfolio.
• Help to minimise Operational Risk in delivery of Corporate Banking Products and Services by adhering to the procedures and guidelines within Corporate Banking.
• Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise-Wide Risk Management Framework and internal Absa Policies and Policy Standards. Understand and manage risks and risk events (incidents) relevant to the role

Self-Development (5%)

• Identify own strengths and weaknesses in skills and attributes, review self-development plans and ensure training and development are accommodated.
• Being receptive to feedback and constantly striving to develop new skills and knowledge.
• Work to enhance the capacity of the organization by getting the best out of people.

Preferred Education

• Degree n Business, Commerce and Management Studies or similar field.
• Preferred Experience
• Corporate Banking Knowledge
• 2-3 years’ experience in a similar environment

Technical Skills/ Competencies

• Deciding and initiating action
• Relating and networking
• Adapting and responding to change
• Presenting and communicating information
• Ability to analyze and interpret information to ensure correct and completeness
• Ability to communicate verbally and orally
• Deadline driven – ability to work accurately and quickly under pressure

Knowledge, Expertise and Experience

• Experience in client management and query resolution
• Experience of internal stakeholder management
• Experience in effective administration, record keeping and schedule management
• Acquaintance with Windows, Excel, Power Point and Word
• Sound knowledge of KYC and Compliance (including anti-money laundering) issues
• Good relationships with third parties involved in various projects

• Act as principal point of contact in the Relationship Managers’ absence.
• Leverage on client service interactions to identify and initiate new sales opportunities, enhancing revenue growth through relationship-driven insights.
• Establish feedback loops across clients and internal teams, identify service gaps, and implement proactive strategies to improve client satisfaction and retention.
• Assist in the development and revision of customer relationship plans and monitor execution of the client plans with the Relationship Manager.
• Monitor level of Customer service and satisfaction based on Corporate Banking Service standards.
• Participate in business development presentations where appropriate. Develop and maintain contacts with specialists in other sectors and areas of the Bank and Group.
• Update and maintain proper customer information for efficient customer service.
• Take up end to end relationship role for a few clients through an assigned portfolio that will be determined from time to time.
• Manage and coordinate the KYC process. Create the right relations with MLRO and Compliance to ensure that stumbling blocks are discussed and made commercial.
• Act as the key liaison between Clients, KYC, Product, Compliance, and Legal teams to ensure regulatory-compliant onboarding.
• Keep product knowledge up to date for products from other areas of the bank.
• Conduct full customer due diligence on customers during on boarding and on a regular basis as per the requirements of the business and compliance teams.
• Act as a liaison for risk management information purposes with customers, accountants, solicitors and other relevant people.
• Collate customer produced financial information and co-ordinate input on the relevant credit systems by the corporate credit team.
• Use analysed financial and non-financial information to identify key issues prior to discussion with the Relationship Manager for new and existing business in conjunction with the corporate credit team.
• Assist with creation of Credit Applications and business committee papers.
• Support the review of facility letters and co-ordinate execution of documentation and drawdown of facilities.
• Provide technical input and undertake research for the Relationship Manager in connection with proposed security and liaise to arrange preparation and execution of security documentation.
• Review of refer list and other risk reports.
• Attend joint credit and relationship team meetings and contribute fully including suggestions on ways to improve governance and controls on the portfolio.
• Help to minimise Operational Risk in delivery of Corporate Banking Products and Services by adhering to the procedures and guidelines within Corporate Banking.
• Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise-Wide Risk Management Framework and internal Absa Policies and Policy Standards. Understand and manage risks and risk events (incidents) relevant to the role
• Identify own strengths and weaknesses in skills and attributes, review self-development plans and ensure training and development are accommodated.
• Being receptive to feedback and constantly striving to develop new skills and knowledge.
• Work to enhance the capacity of the organization by getting the best out of people.

• Deciding and initiating action
• Relating and networking
• Adapting and responding to change
• Presenting and communicating information
• Ability to analyze and interpret information to ensure correct and completeness
• Ability to communicate verbally and orally
• Deadline driven – ability to work accurately and quickly under pressure
• Experience in client management and query resolution
• Experience of internal stakeholder management
• Experience in effective administration, record keeping and schedule management
• Acquaintance with Windows, Excel, Power Point and Word
• Sound knowledge of KYC and Compliance (including anti-money laundering) issues
• Good relationships with third parties involved in various projects

• Degree n Business, Commerce and Management Studies or similar field.
• Corporate Banking Knowledge
• 2-3 years’ experience in a similar environment
• Higher Diplomas: Business, Commerce and Management Studies (Required)