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.
Minimum Qualifications
Type of Qualification: First Degree
Field of Study: Business Commerce
Experience Required
Personal and Private Banking
1-2 years
Previous experience in branch banking or contact centre environment with good understanding of bank processes, policies and products.
Behavioral Competencies:
- Checking Details
- Convincing People
- Developing Expertise
- Embracing Change
- Establishing Rapport
Technical Competencies:
- Application & Submission Verification (Consumer Banking)
- Banking Process & Procedures
- Client Acceptance & Review
- Customer Understanding ( Consumer Banking)
- Product Knowledge (Consumer Banking)
