Private Service Advisor-3

Private Service Advisor-3 Job Description To provide advice, support and/or sales through excellent service and solutions delivery and product knowledge to ensure an excellent banking experience for customers.
Act responsibly with work related resources in order to contribute to cost containment. Continuously assess own performance, seek timely and clear feedback and request training where appropriate. Assist with profit growth for the business through sales and acquisition of new clients. Support sales through analysis of client portfolio and pro-active client engagement. Understand and proactively engage to optimise client in terms of benefits, fees, returns and so forth. Identify sales opportunities and ensure effective management of the leads pipeline. Report on transactional and process activities within set guidelines to provide timely information for decision making. Comply with relevant statutory, legislative, policy and governance requirements. Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information. Address customer needs in order to meet or exceed customer expectations. Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base. Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service. Achieve expected financial targets and uphold associated service levels. Application Closing Date: 21/09/24
All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

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