Analyst, Portfolio, Enterprise Banking

Business Segment:
Business & Commercial Banking

To support the Banker, Enterprise (i.e., Portfolio & Multi-Channel) with the day-to-day administration, portfolio management, sales, operational and credit management functions for an allocated portfolio. To ensure that all compliance requirements within the portfolio are met and act as a contact point for the client, providing sales and service fulfilment aligned to segment targets.

• Bachelor’s Degree: A minimum of a bachelor's degree in a relevant field is typically required. This may include:
• Finance
• Business Administration
• Accounting
• Economics
• Banking and Financial Services
• Mathematics or Statistics (for roles involving more data analysis)
• Certification-FAIS

Experience in Enterprise Banking (or Business Banking): Familiarity with the products and services offered to businesses (e.g., loans, credit, treasury services) and an understanding of the specific challenges faced by enterprises of different sizes.

• Adopting Practical Approaches
• Articulating Information
• Developing Expertise
• Account Opening & Maintenance
• Product and Services Knowledge
• Product Related Systems (Business Banking)