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 what matters to the client within product and legislative (e.g., FAIS) parameters.
Qualifications
Minimum Qualification:
- NQF Level 5 (FAIS aligned)
Experience Required:
- Client Coverage
- Personal and Private Banking
- 1-2 years sales experience. If no FAIS experience, would then need to operate under supervision.
- Previous experience in branch banking or contact centre environment with good understanding of bank processes, policies and products.
Additional Information
Behavioural Competencies:
- Checking Things
- Convincing People
- Developing Expertise
- Developing Strategies
- Embracing Change
Technical Competencies:
- Application & Submission Verification (Consumer Banking)
- Banking Process & Procedures
- Client Acceptance & Review
- Customer Understanding & Product Knowledge (Consumer Banking)
- Processing
