Business Segment: Personal & Private Banking
Location: ZA, Gauteng, Johannesburg, Johannesburg South
Job Type: Full-time
Job Ref ID: 80089048A-0001
Date Posted: 6/18/2025
Job Description
To grow, maintain and retain a portfolio of signature banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.
Qualifications
Minimum Qualifications
Type of Qualification: First Degree (NQF7)
Field of Study: Business Commerce
Experience Required
Affluent Clients
Personal and Private Banking
5-7 years experience in sales, service, relationship management, credit applications and financial acumen (i.e., proven sales track record in the Financial service industry.)
The ability to analyse customer needs by engaging with them, analysing their personal financial objectives as well as their current financial position
Proactively promote a relationship-based offering through a primary point of contact, which meets the client expectations by providing personalized financial solutions in line with the client value proposition.
Prepare and submit quality credit applications for evaluation and/or approval by Credit, where required or oversees the preparation of credit applications. Conducts credit reviews as and when required
Analyse client’s financial information and formulates solutions on how to respond to a client’s needs and requirements accordingly (e.g., a client is experiencing a cash flow problem)
Additional Information
Behavioural Competencies:
Articulating Information
Conveying Self-Confidence
Convincing People
Developing Expertise
Developing Strategies
Exploring Possibilities
Impressing People
Interacting with People
Interpreting Data
Making Decisions
Meeting Timescales
Producing Output
Providing Insights
Pursuing Goals
Seizing Opportunities
Taking Action
Understanding People
Upholding Standards
Valuing Individuals
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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