Business Segment: Personal & Private Banking
Location: ZA, Gauteng, Johannesburg, Johannesburg
Job Type: Full-time
Job Ref ID: 80224797A-0001
Date Posted: 7/17/2025
Job Description
To grow, maintain and retain a portfolio of private banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.
Qualifications
Type of Qualification: First Degree (NQF7) and RE
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.)
Sound knowledge of the Bank's laid down policies and procedures as it relates to the processing of customer transactions
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 Strategies
Empowering Individuals
Establishing Rapport
Examining Information
Exploring Possibilities
Impressing People
Interacting with People
Interpreting Data
Meeting Timescales
Producing Output
Providing Insights
Pursuing Goals
Seizing Opportunities
Taking Action
Thinking Positively
Understanding People
Upholding Standards
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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