To deliver a quality service and manage service gaps realised by clients as they engage through the bank's various touchpoints. To deliver planned and proactive client engagements driven through holistic client reviews focused on achieving contextual client outcomes. Deepen bank-client relationships primarily focused on providing cross-pillar solutions for clients, working with the supporting product specialists to ensure holistic engagement and guidance for financial decisioning by clients.
Qualifications
FAIS aligned Degree in Business Commerce (NQF7 or higher)
Experience Required:
3-4 years' banking experience within Personal and Private Banking, with exposure to Prestige / Affluent client segments.
FAIS-aligned experience - must meet Fit and Proper requirements, able to operate without supervision for intermediary services and under supervision for advice.
Branch and client servicing exposure - practical experience in a physical, virtual, or voice branch environment, with strong knowledge of bank processes, policies, and products.
Sales and credit delivery - proven ability to submit credit applications, entrench transactional and lending products, execute campaigns, and drive portfolio contribution growth.
Additional Information
Behavioral Competencies
Articulating Information
Challenging Ideas
Conveying Self-Confidence
Convincing People
Developing Expertise
Technical Competencies:
Banking Process & Procedures
Client Knowledge
Client Retention & Client Servicing
Customer Understanding ( Consumer Banking)
Risk Awareness & Risk Identification
Please note:
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