ZA, Western Cape, Cape Town, Western Cape, Tygerberg
Job Type:
Full-time
Job Ref ID:
80386220A-0001
Date Posted:
4/29/2025
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
Type of Qualification:
First Degree
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.)
Identifies business opportunities; creates additional sales for future growth; wants to win and outperform competitors
Adhere to sound account management principles for optimal credit portfolio management execution (i.e., reduced excesses, unauthorised overdrawn accounts and overdue reviews).
Apply discretion to act on client instructions within defined mandate and escalate where applicable (e.g., client requests an EFT transfer to be made, jobholder may act on the request if within allocated mandate.
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:
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