Relationship Executive - Small Business (FAIS)
Core
Manage and grow a portfolio of Small Business clients with low to medium complexity commercial banking needs, focusing on new acquisition, cross-selling, and portfolio profitability.
Role type
Senior Business Banking Relationship Manager (Small Business)
Builds
Commercial banking solutions and client relationships for SMEs
Domain
Banking / Small Business Finance
Deliverable
client delivery
Required skills
new business origination, cross-selling, portfolio risk management, financial statement analysis, credit recommendation, regulatory compliance (FICA/NCA), stakeholder coordination
Preferred skills
none stated
Technologies
none stated
Responsibilities
Grow and optimise a portfolio of Small Business clients through new business origination and cross-selling; Build strong, trusted client relationships and serve as the client's main contact for all business banking needs; Drive portfolio profitability while meeting sales, growth, and retention targets; Take ownership of end-to-end client solutioning, coordinating cross-functional teams including credit, product, and service stakeholders; Manage portfolio risk by ensuring compliance with regulatory and credit requirements; Analyse financial statements and make sound credit recommendations
Seniority
Senior, hands-on IC