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 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
NQF Level 5 (FAIS aligned)
Experience Required
Client Coverage
Personal and Private Banking
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
- Attitude & Mind of Customer Experience
- Banking Process & Procedures
- Client Retention
- Customer Understanding & Product Related Systems (Consumer Banking)
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