Universal Banker (Level 1)

Details of the offer

Business Segment: Personal & Private BankingLocation: ZA, Eastern Cape, Kenton on Sea, Kenton RoadTo take demand from Personal, Prestige and Private Banking clients for banking matters ranging from product questions to client account activities (e.g., opening of relevant accounts, statements, debit order information, etc.), whilst forming an accurate assessment and understanding of that demand in order to act on it in a one-and-done manner that consistently delivers what matters to the client within product and legislative (e.g., FAIS) parameters.QualificationsMinimum QualificationsNQF Level 5 (FAIS aligned)Experience RequiredClient CoveragePersonal and Private Banking1-2 yearsRelevant FAIS qualification and sales experience. Previous experience in branch banking or contact centre environment with good understanding of bank processes, policies and products.Additional InformationDeveloping ExpertiseDeveloping StrategiesBanking Process & ProceduresClient Acceptance & Review
#J-18808-Ljbffr


Nominal Salary: To be agreed

Source: Whatjobs_Ppc

Job Function:

Requirements

Graduate Financial Adviser

Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises Conducting in-depth reviews of clie...


Liberty Standard Bank Group 2 - South Africa

Published 7 days ago

Trainee Accountant / Auditor

We are a firm of Auditors and Accountants, with offices in Midrand, East Rand, West Rand, Centurion, and Pretoria North. If you are an AMBITIOUS, DYNAMIC, an...


Master Business Associates Ltd. - South Africa

Published 7 days ago

Assistant Accountant

Candidate must have a financial qualification or studying towards one. Job description includes invoicing, project costings, supplier recons, cashbook proces...


Group Technical Security Management - South Africa

Published 23 days ago

Financial Advisor

Main job function Bedfordview, Gauteng - Seeking dynamic and experienced professional financial planners to join a leading Independent Financial Brokerage. W...


Armstrong Appointments - South Africa

Published 7 days ago

Built at: 2024-11-23T00:34:29.701Z