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Capitec Bank: Relationship Banker (Customer Service Agent)

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Company: Capitec Bank Ltd
Location: Sandton, GT, ZA

Job Purpose Statement

To manage a portfolio of clients by providing excellent client service which aims to retain and optimise client value whilst attracting new clients to ensure future client growth.

Experience (Minimum)

  • 1 to 2 years Business Banking experience

Qualifications (Minimum)

  • Grade 12 National Certificate / Vocational in Grade 12 National Certificate

Qualifications (Ideal or Preferred)

  • Diploma in Accounting – Financial Accounting or Business Management


Knowledge and understanding of:

  • Business banking environment including features, benefits and value propositions of products & services
  • General banking practices and procedures
  • Credit principles and practices, including an understanding of credit application, securities and balance sheet requirements
  • The Financial Advisory and Intermediary Services Act (FAIS) and the Financial Intelligence Centre Act (FICA)
  • Administration processes and procedures pertaining to Business Banking transactions
  • Client relationship management and service principles

Ideal: Knowledge and understanding of

  • Capitec Business Bank products and services
  • Competitor product offerings/channels/operational and marketing tactics would be advantageous
  • Capitec/Business Bank systems and processes

Competencies Skills

  • Communications Skills
  • Administration Skills
  • Planning, organising and coordination skills
  • Problem solving skills
  • Interpersonal & Relationship management Skills
  • Attention to Detail

Conditions of Employment

  • Clear criminal and credit record
Capitec Bank: Relationship Banker (Customer Service Agent)