Job Purpose Sourcefin, a leading South African fintech, is seeking an energetic, client-focused, and detail-oriented Junior Banking Partner to join our Banking Department. In this role, you’ll handle client interactions at bank branches, manage joint account setups, oversee client account administration, analyse transactions, release payments, and monitor ongoing account activity. Duties & Responsibilities Meeting Clients at Bank Branches: Travel to various bank branches nationwide to meet with clients and facilitate account-related discussions. Joint Financial Account Setups: Handle the administration and coordination of all joint account setups, ensuring smooth processing and compliance. Preparing Documentation: Compile and prepare all necessary documentation required for account setups, ensuring accuracy and completeness. Liaising with Banking Staff: Communicate with banking representatives to confirm that all submitted documentation meets compliance standards and resolves any discrepancies promptly. Client Account Administration: Oversee the management of client accounts, ensuring all administrative tasks are handled efficiently and in a timely manner. Transaction Analysis: Review and analyse client transactions to identify growth opportunities and provide insights for potential financial improvements. Releasing Payments: Process and release payments on various bank accounts as required, ensuring adherence to approval processes and timelines. Monitoring Transactions: Regularly monitor client accounts to track ongoing transactions and flag any unusual or concerning activity. Experience, Qualifications & Skills Educational Qualification: A bachelor’s degree in Finance, Commerce, Accounting, or a related field is essential to provide the foundational knowledge required for the role. Strong Communication Skills: Excellent verbal and written communication skills to effectively interact with clients, colleagues, and banking professionals. Client-Centric Approach: A proactive, client-first attitude, with the ability to understand and address client needs while building lasting relationships. Attention to Detail: Strong administrative and time management skills to prioritise tasks, meet deadlines, and handle multiple responsibilities with precision. #J-18808-Ljbffr