Business Segment: Personal & Private Banking
To take demand from Prestige clients for any banking matters ranging from product questions to client account activities (e.g., account status, statements, debit order information, etc.), as well as personal account opening 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.
Qualifications
Minimum Qualifications
- Bachelor of Commerce in Business Commerce (NQF7 FAIS recognized qualification)
- Meets FAIS intermediary services and FAIS advice requirements
Experience
- 5-7 years relevant FAIS qualification with FAIS experience and operates without supervision for intermediary services. Operates under supervision or advice.
- Previous experience within a physical, virtual or voice branch environment with good understanding of bank processes, policies, and products.
Additional Information
- Exploring Possibilities
- Examining Information
- Interacting with People
- Conveying Self-Confidence
- Banking Process & Procedures
- Account Opening & Maintenance
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