Business Segment: Personal & Private Banking
To deliver a quality service and manage service gaps realised by clients as they engage through the bank's various touchpoints.
Deepen bank-client relationships primarily focused on lending and transactional product entrenchment and uptake on the bank's rewards programme.
Mainly driven via campaigns execution and reactive response to client demands.
QualificationsMinimum Qualifications Type of Qualification: First Degree/NQF Level 7
Field of Study: Business Commerce
Experience RequiredClient Coverage
Personal and Private Banking
2 Years experience relevant FAIS qualification with FAIS experience and operate without supervision for intermediary services.
Operate under supervision for advice.Previous experience within a physical, virtual or voice branch environment with good understanding of bank processes, policies and products.Experience in sales, service, relationship management, credit applications and financial acumen (i.e., proven sales track record in the Financial service industry.
)Sound knowledge of the Bank's laid down policies and procedures as it relates to the processing of customer transactions.The ability to analyse customer needs by engaging with them, analysing their personal financial objectives as well as their current financial position.Additional InformationArticulating InformationChallenging IdeasConveying Self-ConfidenceDeveloping ExpertiseExamining InformationExploring PossibilitiesImpressing PeopleInteracting with PeopleInterpreting DataMaking DecisionsProviding InsightsPursuing GoalsShowing ComposureTeam WorkingBanking Process & ProceduresClient KnowledgeClient RetentionPlease 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 ******
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