Business Segment: Personal & Private Banking
Location: ZA, Western Cape, Cape Town, Thibault Square Cnr Hans Strydom, Long St, Cape Town City Centre
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.
Qualifications
Minimum Qualifications
- National Diploma (NQF6 FAIS Aligned Qualification)
Experience
- 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 Information
- Conveying Self-Confidence
- Examining Information
- Following Procedures
- Interacting with People
- Making Decisions
- Producing Output
- Resolving Conflict
- Team Working
- Thinking Positively
- Upholding Standards
- Attitude of Customer Experience
- Banking Process & Procedures
- Client Retention
- Mind of Customer Experience
- Product Related Systems (Consumer Banking)
#J-18808-Ljbffr
