Banker, Relationship, Private Banking

Johannesburg, GP, ZA, South Africa

Job Description

Job Overview

Business Segment:

Personal & Private Banking

Location:

ZA, Gauteng, Johannesburg, Fourways

Job Type:

Full-time

Job Ref ID:

80334460A-0001

Date Posted:

6/23/2025







To proactively promote a deep relationship-based offering related initiatives and activities aimed at creating value for the client and the bank (i.e. optimising client experience, building deep relationships and create profitability for the bank).



Qualifications



Type of Qualification:

First Degree (NQF7)

Field of Study:

Business Commerce



Experience Required

Affluent Clients

Personal and Private Banking



5-7 years experience in sales, service, relationship management, credit applications and financial acumen (i.e., proven sales track record in the Financial service industry.)

Sound knowledge of the Bank's laid down policies and procedures as it relates to the processing of customer transactions

Proactively promote a relationship-based offering through a primary point of contact, which meets the client expectations by providing personalized financial solutions in line with the client value proposition.

Prepare and submit quality credit applications for evaluation and/or approval by Credit, where required or oversees the preparation of credit applications. Conducts credit reviews as and when required

Analyse client's financial information and formulates solutions on how to respond to a client's needs and requirements accordingly (e.g., a client is experiencing a cash flow problem)

Additional Information



Behavioural Competencies:



Articulating Information

Challenging Ideas

Conveying Self-Confidence

Convincing People

Developing Expertise

Establishing Rapport

Examining Information

Exploring Possibilities

Impressing People

Interacting with People

Interpreting Data

Making Decisions

Meeting Timescales

Providing Insights

Pursuing Goals

Seizing Opportunities

Showing Composure

Taking Action

Team Working

Understanding People



Technical Competencies:



Banking Process & Procedures

Commercial Acumen

Customer Understanding ( Consumer Banking)

Financial Acumen

Product Knowledge (Consumer Banking)

Risk Identification

Risk Reporting



Please note:

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Job Detail

  • Job Id
    JD1446997
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Johannesburg, GP, ZA, South Africa
  • Education
    Not mentioned