Job Overview Business Segment: Personal & Private Banking Location: ZA, undefined, Western Cape, Western Cape Job Type: Full-time Job Ref ID: 80422354A-0001 Date Posted: 11/2/2024 Job Description To deliver a quality service and manage service gaps realised by clients as they engage through the bank's various touchpoints. To deliver planned and proactive client engagements driven through holistic client reviews focused on achieving contextual client outcomes. Deepen bank-client relationships primarily focused on providing cross-pillar solutions for clients, working with the supporting product specialists to ensure holistic engagement and guidance for financial decisioning by clients. Qualifications Bachelor's degree/Advanced Diploma (NQF7 FAIS recognized qualification) in Finance, Economics, Accounting, Business Administration, or a related field. Professional Experience Requirements: Minimum of 3-5 years of professional experience in Personal and Private Banking sectors, encompassing: Demonstrated proficiency in sales and service delivery. Proven track record in relationship management. Expertise in processing credit applications. Strong financial acumen, as evidenced by a successful sales history within the financial services industry. Proficiency in financial analysis and risk assessment. Strong communication and interpersonal skills. Ability to work under pressure and meet deadlines. Excellent problem-solving and decision-making skills. Proficiency in Microsoft Office suite and banking software. In-depth knowledge of regulatory compliance and banking laws. Behavioral Competencies: Articulating Information Challenging Ideas Conveying Self-Confidence Convincing People Developing Expertise Technical Competencies: Banking Process & Procedures Client Knowledge Client Retention & Client Servicing Customer Understanding (Consumer Banking) Risk Awareness & Risk Identification Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or ******.
#J-18808-Ljbffr