Job Description

Job Overview

Business Segment:

Personal & Private Banking

Location:

ZA, Free State, Blomfontein, Bloemfontein

Job Type:

Full-time

Job Ref ID:

80191776A-0001

Date Posted:

6/7/2025







To grow, maintain and retain a portfolio of private banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.



Qualifications



Minimum 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

The ability to analyse customer needs by engaging with them, analysing their personal financial objectives as well as their current financial position

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)

Ensure that all clients in the portfolio meet the segmentation criteria as per defined parameters.

Additional Information

Behavioural Competencies:

Articulating Information

Conveying Self-Confidence

Convincing People

Developing Strategies

Empowering Individuals

Establishing Rapport

Examining Information

Exploring Possibilities

Impressing People

Interacting with People

Interpreting Data

Meeting Timescales

Producing Output

Providing Insights

Pursuing Goals

Seizing Opportunities

Taking Action

Thinking Positively

Understanding People

Upholding Standards

Technical Competencies:

Banking Process & Procedures

Commercial Acumen

Customer Understanding ( Consumer Banking)

Financial Acumen

Product Knowledge (Consumer Banking)

Risk Identification

Risk Reporting

Please note:

All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or TransactionFraudOpsSA@standardbank.co.za