Job Description

• To proactively promote a deep relationship-based offering related initiatives and activities aimed at creating value for the client and the bank (i.e. optimising client experience, building deep relationships and create profitability for the bank).

Qualifications

• Type of Qualification:First Degree (NQF7)
• 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.)
• Sound knowledge of the Bank’s laid down policies and procedures as it relates to the processing of customer transactions
• Proactively promote a relationship-based offering through a primary point of contact, which meets the client expectations by providing personalized financial solutions in line with the client value proposition.
• Prepare and submit quality credit applications for evaluation and/or approval by Credit, where required or oversees the preparation of credit applications. Conducts credit reviews as and when required
• Analyse client’s financial information and formulates solutions on how to respond to a client’s needs and requirements accordingly (e.g., a client is experiencing a cash flow problem)