Business Segment: Personal & Private Banking
Location: ZA, Gauteng , Pretoria , Johannesburg North
Job Type: Full-time
Job Ref ID: 80187428A-0001
Date Posted: 6/7/2025
Job Description
To take demand from Prestige client for any banking matters ranging from product questions to client account activities (e.g., account status, statements, debit order information, etc.), as well as personal account opening 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.
Qualifications
Type of Qualification: Diploma
Field of Study: Business Commerce
Experience Required
Client Coverage
Personal and Private Banking
2-4years
Relevant FAIS qualification with FAIS experience and operates without supervision for intermediary services. Operates under supervision or advice. Previous experience within a physical, virtual or voice branch environment with good understanding of bank processes, policies and products.
Additional Information
Behavioural Competencies:
Checking Things
Conveying Self-Confidence
Embracing Change
Examining Information
Exploring Possibilities
Following Procedures
Interacting with People
Managing Tasks
Meeting Timescales
Producing Output
Team Working
Upholding Standards
Technical Competencies:
Account Opening & Maintenance
Application & Submission Verification (Consumer Banking)
Banking Process & Procedures
Client Servicing
Financial Statement Analysis
Risk Awareness
Risk Identification
Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or [email protected]
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