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
Remote Work :
No
Employment Type :
Full-time
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 orde...
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
Remote Work :
No
Employment Type :
Full-time
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