Business Segment: Personal & Private Banking
Location: ZA, Eastern Cape, Eastern Cape, Eastern Cape
Job Type: Full-time
Job Ref ID: 80443802A-0001
Date Posted: 7/23/2025
Job Description
To proactively promote a deep relationship-based offering related initiatives and activities aimed at creating value for the client and the bank (i.e. optimising client experience, building deep relationships and create profitability for the bank).
Qualifications
Type of Qualification: First Degree/ NQF7
Field of Study: Business Commerce, Finance and Accounting
Experience Required
Affluent Clients
Personal and Private Banking
1-2 years
Ensure a deep understanding of the client requirements through regular value-adding interactions with clients.
Ensure that procedures laid down in Group Reference Guide are adhered to and, where flexibility needs to be exercised, that the necessary dispensation is held.
Ensure Code of Banking Practice is adhered to.
Analyse clients’ financial behaviours and accounts to match their needs with products that will result in greater value for the client and increased revenue for the bank. Be analytical in approach, and weighing up longer-term benefits and risks.
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
Taking Action
Team Working
Understanding People
Technical Competencies:
Banking Process & Procedures
Commercial Acumen
Customer Understanding ( Consumer Banking)
Financial Acumen
Product Knowledge (Consumer Banking)
Risk Identification
Risk Reporting
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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