Consultant, Proactive Sales

Business Segment: Personal & Private Banking
To provide an efficient and effective point of contact for new and existing Consumer Clients within the Branch and through Proactive initiatives. To provide an onsite selling capability to lead sources and acquire new business within the relevant Local Market. To ensure that the clients' banking needs are identified and fulfilled efficiently and cost-effectively, while managing the risks associated with new accounts, mandates and specimen signatures.
QualificationsMinimum Qualifications
NQF Level 5 (FAIS aligned)
Experience RequiredClient Coverage
Personal and Private Banking
3-4 years of experience in dealing with self-employed clients, high value/multi segment clients. Proven sales track record in the financial services industry, pro-active hunting experience, and good stakeholder management experience.
Additional InformationConveying Self-ConfidenceExamining InformationFollowing ProceduresAttitude & Mind of Customer ExperienceBanking Process & ProceduresClient RetentionCustomer Understanding & Product Related Systems (Consumer Banking)
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