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.

Qualifications

Minimum Qualifications

• Matric coupled with a completed FAIS qualification NQF Level 5
• RE 5 – advantageous

Experience Required

• 2 – 3 years’ customer service experience in banking/insurance/financial services/client services environment
• 1 year experience in sales
• A Valid Drivers License is an essential requirement

Additional Information

Behavioural Competencies

• Generating Ideas
• Exploring Possibilities
• Providing Insights
• Adopting Practical Approaches
• Articulating Information

Technical Competencies

• Client Understanding
• Product Knowledge
• Application and Submission Verification
• Processing
• Client Acceptance and Review
• Sales Focus