Job Description
To take demand from Personal and Prestige banking customers for any banking matters ranging from product questions to customer account activities as well as any other service requests. Form an accurate assessment and understanding of the demands in order to act on it in a one‑and‑done manner that consistently delivers what matters to the customer within product, segment and legislative (e.g., FAIS) parameters.
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.Behavioral Competencies
Articulating InformationChallenging IdeasConveying Self-ConfidenceConvincing PeopleDeveloping ExpertiseTechnical Competencies
Banking Process & ProceduresClient KnowledgeClient Retention & Client ServicingCustomer Understanding (Consumer Banking)Risk Awareness & Risk IdentificationSeniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Finance and Sales
Location
Cape Town, Western Cape, South Africa
Referral
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