Business Segment: Personal & Private Banking
Location: ZA, Gauteng, Pretoria, Menlyn Pretoria
Job Type: Full-time
Job Ref ID: 80437210A-0003
Date Posted: 8/26/2025
Job Description
To deliver a quality service and manage service gaps realised by clients as they engage through the bank's various touchpoints. Deepen bank-client relationships primarily focused on lending and transactional product entrenchment and uptake on the bank's rewards programme. Mainly driven via campaigns execution and reactive response to client demands.
Qualifications
Type of Qualification: First Degree/NQF7
Field of Study: Business Commerce
Licenses & Certifications: FAIS Representative
Experience Required
Client Coverage
Personal and Private Banking
3-4 Years experience in sales, service, relationship management, credit applications and financial acumen
Analyse customers’ financial behaviour, current product holding and short to long term financial needs
Apply discretion to act on client instructions within defined mandate and escalate where applicable
Identify business opportunities and create additional sales for future growth.
Ability to retain existing customers or clients, diagnose their needs and present product feature and benefits to retain their business.
Additional Information
Behavioural Competencies:
Articulating Information
Challenging Ideas
Conveying Self-Confidence
Convincing People
Developing Expertise
Establishing Rapport
Examining Information
Exploring Possibilities
Impressing People
Interacting with People
Interpreting Data
Making Decisions
Meeting Timescales
Providing Insights
Pursuing Goals
Seizing Opportunities
Showing Composure
Team Working
Understanding People
Technical Competencies:
Banking Process & Procedures
Client Knowledge
Client Retention
Client Servicing
Customer Understanding ( Consumer Banking)
Product Knowledge (Consumer Banking)
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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