Job description
To take demand from Personal, Prestige and Private Banking clients for banking matters ranging from product questions to client account activities (e.g., opening of relevant accounts, statements, debit order information, etc.), whilst forming an accurate assessment and understanding of that demand in order to act on it in a one-and-done manner that consistently delivers in line with client experience, product and legislative (e.g., FAIS) requirements.
Key responsibilities
Behavioural Competencies:
- Checking Things
- Convincing People
- Developing Expertise
- Developing Strategies
- Embracing Change
- Establishing Rapport
- Examining Information
- Exploring Possibilities
- Following Procedures
- Generating Ideas
- Impressing People
- Interacting with People
- Inviting Feedback
- Meeting Timescales
- Pursuing Goals
- Seizing Opportunities
- Showing Composure
- Taking Action
- Team Working
- Thinking Positively
Technical Competencies:
- Application & Submission Verification (Consumer Banking)
- Banking Process & Procedures
- Client Acceptance & Review
- Customer Understanding ( Consumer Banking)
- Processing
- Product Knowledge (Consumer Banking)
Requirements
Type of Qualification: Secondary/High school/A levels/Matric
Field of Study: Not applicable
Licenses & Certifications: FAIS Representative
Experience Required
Client Coverage
Personal and Private Banking
3-4 years
Relevant FAIS qualification and experience. If no FAIS experience, would then need to operate under supervision. Experience in branch banking or contact centre environment with good understanding of bank processes, policies and products.
Benefits & perks
- Comprehensive training programs to enhance your banking knowledge and customer service skills.
- Competitive salary with performance-based bonuses to reward your hard work and achievements.
- Flexible scheduling options to support a healthy work-life balance.
- Opportunities for career growth and advancement within the organization.
- Access to a range of employee benefits, including health insurance, retirement plans, and paid time off.
- A collaborative and inclusive work environment that values diversity and encourages teamwork.
How to apply
CLick Apply Below