Business Segment: Personal & Private Banking
Location: ZA, WC, Western Cape, Garden Route
Job Type: Full-time
Job Ref ID: 80444630A-0001
Date Posted: 8/21/2025
Job Description
Provides dedicated support to the branch network on Home Loan products by delivering product updates, training, criteria changes, and acquisition tactics. The role is accountable for driving Home Loan sales through the branch channel, while providing relationship management, coordination, and technical expertise to internal channels (e.g., Universal Bankers and Private Bankers). This includes monitoring performance, ensuring service excellence, and equipping internal teams with the knowledge and skills required to achieve sales targets and deliver a superior client experience.
Qualifications
Diploma (NQF 6) in Business, Commerce, Banking or a related field
Required Experience:
3-4 years’ proven experience in a banking and sales environment, with exposure to Home Loans or Secured Lending
Demonstrated track record in driving acquisition, sales performance and client engagement within branch or private banking channels
Experience in training, coaching or upskilling financial services staff, for example branch consultants or private bankers
Knowledge of Home Loan processes, credit assessment and risk management frameworks
Familiarity with product-related systems and operational compliance standards within banking
Additional Information
Behavioural Competencies:
Adopting Practical Approaches
Articulating Information & Documenting Facts
Convincing People
Interacting with People & Establishing Rapport
Embracing Change
Seizing Opportunities
Technical Competencies:
Banking Process & Procedures
Customer Acceptance & Review (Consumer Banking)
Customer Understanding ( Consumer Banking)
Financial Systems Administration
Product Related Systems (Consumer Banking)
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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