Business Segment: Personal & Private Banking
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 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 and high value/multi-segment clients.
- Proven sales track record in the financial services industry with proactive hunting experience and good stakeholder management experience.
Additional Information
- Examining Information
- Interacting with People
- Making Decisions
- Resolving Conflict
- Banking Process & Procedures
- Client Retention
- Product Related Systems (Consumer Banking)
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