Banker, Private
Banker, Private
Posted on :
24-05-2025
Employer Active
1 Vacancy
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Job Description
To grow maintain and retain a portfolio of private banking customers in line with the segment value propositions related initiatives and activities aimed at creating value for the client and the bank.
Job Responsibilities
- 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.
- Adhere to sound account management principles for optimal credit portfolio management execution (i.e. reduced excesses unauthorised overdrawn accounts and overdue reviews)
- Educate customers with regards to lending application processes (e.g. vehicle finance home loans overdraft credit card personal loans cash etc.) credit maintenance processes (e.g. annual reviews) and account conduct expectations (e.g. minimum account balances provision for debit orders and cheque payments etc.)
- 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 customers financial behaviour current product holding and short to long term financial needs to identify sales opportunities that are mutually beneficial to the bank and the customer.
Qualifications :
- First Degree
Experience
- 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.)
Additional Information :
Behavioural Competencies:
- Convincing People
- Developing Strategies
- Establishing Rapport
- Examining Information
- Exploring Possibilities
- Interpreting Data
- Taking Action
- Understanding People
Technical Competencies:
- Banking Process & Procedures
- Commercial Acumen
- Customer Understanding ( Consumer Banking)
- Financial Acumen
- Product Knowledge (Consumer Banking)
- Risk Identification
- Risk Reporting
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
Key Skills
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