Job Overview
Business Segment: Personal & Private Banking
Location: ZA, undefined, Western Cape, Western Cape
Job Type: Full-time
Job Ref ID: 80422354A-0001
Date Posted: 11/2/2024
Job Description
To deliver a quality service and manage service gaps realised by clients as they engage through the bank's various touchpoints. To deliver planned and proactive client engagements driven through holistic client reviews focused on achieving contextual client outcomes. Deepen bank-client relationships primarily focused on providing cross-pillar solutions for clients, working with the supporting product specialists to ensure holistic engagement and guidance for financial decisioning by clients.
Qualifications
Bachelor's degree/Advanced Diploma (NQF7 FAIS recognized qualification) in Finance, Economics, Accounting, Business Administration, or a related field.
Professional Experience Requirements:
- Minimum of 3-5 years of professional experience in Personal and Private Banking sectors, encompassing:
- Demonstrated proficiency in sales and service delivery.
- Proven track record in relationship management.
- Expertise in processing credit applications.
- Strong financial acumen, as evidenced by a successful sales history within the financial services industry.
- Proficiency in financial analysis and risk assessment.
- Strong communication and interpersonal skills.
- Ability to work under pressure and meet deadlines.
- Excellent problem-solving and decision-making skills.
- Proficiency in Microsoft Office suite and banking software.
- In-depth knowledge of regulatory compliance and banking laws.
Behavioral Competencies:
- Articulating Information
- Challenging Ideas
- Conveying Self-Confidence
- Convincing People
- Developing Expertise
Technical Competencies:
- Banking Process & Procedures
- Client Knowledge
- Client Retention & Client Servicing
- Customer Understanding (Consumer Banking)
- Risk Awareness & Risk Identification
Please 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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