Job Description

Our client in the Financial sector based in Midrand is looking for a Transactional Manager to enable improved profitability, market share and competitive positioningKey requirements

• Post graduate degree in Finance/Accounting/Business Administration
• 5 or more years of experience in a Transactional management role in the banking or financial services industry of which 2-3 years experience at a specialist level
• In-depth knowledge of banking products, services, and operational processes, including cash management, payments and treasury services
• Strong analytical skills with the ability to interpret financial data and identify trends
• Ability to make data-driven decisions
• Sound understanding of regulatory requirements and compliance standards
• Proficiency in banking software, platforms, Microsoft Office suite
• Financial and commercial acumen
• Report writing
• Understanding risk management principles in the banking industry

Key responsibilities

• Create and maintain productive relationships with internal and external clients by providing advice and assistance
• Create understanding of the real versus perceived need through experience and expertise while complying with the company policies, legislations and regulations
• Keep the client informed about progress through written communication, telephone communications and/or face-to-face meetings
• Build a positive image by exceeding client expectations at all times
• Treat internal and external customers fairly at all times
• Manage and develop subordinates (Performance management in terms of contracting, reviews and poor performers, training and development, employee relations
• Manage people efficiencies through leave management, headcount, budget, fixed term contracts, staff movements, secondments, staff utilization
• Develop an intimate understanding of the transactional banking sector and client's businesses
• Implement strategies to originate and execute transactions for new clients to the bank (business development)
• Create a business plan/strategy for each client and potential client
• Follow up on all leads, reacting promptly to requests for service and identifying client needs promptly and proactively
• Negotiate and drive deal acceptance by presenting appropriate and convincing arguments that take into account the needs of all parties
• Negotiate pricing and financial arrangements with clients
• Monitor the portfolio of exposures on an ongoing basis to ensure risk and exposure is managed
• Remain alert to changes in risk profiles of the portfolio and structure alternative mitigation or remedial plans to contain or minimize potential losses
• Generate and analyze reports on transactional activities, trends, and performance metrics to identify insights and inform decision-making

Measured Ability Group Holdings