Christopher Steyn Email & Phone Number

Gauteng

Explains, promotes, sells and/or customises a range of appropriate product offerings/financial solutions that meet the financial needs of all enterprise customers. Aquires new risk groups and opens new business accounts on a face-to face basis.Analyses existing customer data to identify expansion and/or additional business opportunities and contact management strategy.Customer Experience Customer needs analysis, product holding report and entrepreneur engagementProvides central information/ query service point for the portfolio. Accurately and efficiently processes customer mandates/documentation requirements for banking facilities.Ensures that all new service requests (queries and complaints) are logged correctly.Lending support and risk managementPlans and implements annual credit reviews for the portfolio.Explains credit loan facility options and qualifying criteria to customers.Supports customers in the completion of credit application information requirementsEconomic ProfitResponsible for the achievement of financial budgets through optimal growth of balances, margin management and revenue streams.Achieves financial budgets in line with local markets dynamics.Legislative complianceSupports the implementation of the FICA Ensures the adherence to all internal risk related policies and guidelines.People ManagementResponsible for inspiring, motivating, leading and managing the team. Creates an environment in which learning and development are emphasised and valued.Takes personal responsibility for coaching and mentoring others.Develops and maintains an open communication channel with direct reports and supports staff to foster greater co-operation and teamwork.Monitors and manages the performance and development of staff within the area. This includes regular one-on-one feedback sessionsEnsures staff are appropriately and consistently rewarded and recognised for their achievements

Bedfordview

•Establishes and builds one-on-one relationships with customers, based on mutual respect, in assigned portfolio by delivering the expected level of service, specifically focusing on a pro-active contact (calling) strategy and programme. •Ensures successful retention of existing customers in assigned portfolio by strengthening and expanding relationships. This is achieved by intimately understanding the customer, servicing the customer’s business and personal financial needs and focusing on the management of key accounts. •Interacts and build relationships with Business Banking Account Executive’s and (CIB) Corporate and Investment Banking Relationship Managers, in order to provide a seamless solution to the client’s banking requirements. To assist with related queries where possible, and facilitate when specialist advice is required by referring to Business Banking or CIB. •Manages the “Cost of Sales” through evaluation of margins, cost of service and utilisation of the multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels. Manage customer migration between segments •Effectively attend to and monitor customer complaints on portfolio, identify root causes and address at source, to prevent recurrence•Proactively e-mail new product information to all customers. •Maximises bank profitability and ensure value add to customers through cross-selling specifically focusing on wealth and lending opportunities. Manages through use of contribution reports. •Joins and supports business organisations that will assist in the acquisition of appropriate customers. •Measures, tracks and manages sales targets and budgets for portfolio•Structures credit applications effectively, focusing on high quality motivations•Advises customers on lending product selection, by recommending products to meet their specific needs

Eastgate

To oversee the overall sales strategy and sales tactic of the Personal Market.To lead and supervise the Personal Markets sales team with the objective of providing a readily available, service-focused, knowledgeable and experienced point contact for new and existing Personal Market customers.To ensure that customers’ banking needs are identified and fulfilled efficiently and cost effectively while managing the risks associated with new accounts, mandates and specimen signatures.To maintain a high level of integrity and ethical standards.

First Level Regulatory Examination: Representatives, Banking And Financial Support Services, Representative

Successfully completed the First Level Regulatory Examination: Representatives

National Certificate : Financial Markets And Instruments - Wealth Management Specialisation, Finance And Financial Management Services, Nqf Level 6

Activities and Societies: Achieved with Distinction (87%)

Education record

Activities and Societies: Golf, Baseball