Job Description

We're seeking a motivated Internal Account Executive to join our banking client's Trade and Finance department!This is a key role supporting the Business Finance team by managing client portfolios within Trade & Debtor Finance. You'll assist the Account Executive by handling administrative tasks, financial analysis, and client communication - all while maintaining a strong sales focus. We have two positions available, one in Johannesburg and one in KwaZulu-Natal (KZN).Qualification and Experience

• Ambitious with a desire to develop into an Account Executive role.
• Matric/ Grade 12 with a preference for a Commercial Degree
• Prior experience in marketing or sales of financial products (asset, trade, or debtor-based) is a plus, especially within a banking environment.
• Experience with Business and Commercial Banking.
• Exposure to or the ability to read a companys financials and doing FICA in a banking environment.
• Understanding of security documentation is beneficial.
• Valid driver's license and access to a vehicle are required for occasional client visits.

• Develop and maintain strong client relationships.
• Manage client portfolios, ensuring smooth operation and adherence to regulations.
• Analyze financial statements and perform credit assessments.
• Prepare and source information for new and existing client applications.
• Ensure adherence to sanction terms and conditions and collect timely client information.
• Collaborate with Credit and Operations departments to resolve account-related issues.
• Prepare and process security documentation.
• Handle general office duties, including answering phones, assisting clients, and supporting the team.
• Maintain confidentiality of sensitive information and participate in reporting tasks.
• Cover for the Account Executive during absences.
• Present applications and requests to credit departments.
• Actively support all service and sales initiatives, prioritizing client satisfaction.

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