Job Description
To take demand from Personal, Prestige and Private Banking clients for banking matters ranging from product questions to client account activities (e.g., opening of relevant accounts, statements, debit order information, etc.), whilst forming an accurate assessment and understanding of that demand in order to act on it in a one-and-done manner that consistently delivers in line with client experience, product and legislative (e.g., FAIS) requirements.
Qualifications
Type of Qualification:
Field of Study: First Degree
Experience Required
3-4 years
Personal and Private Banking
Relevant sales and service qualification and experience. Experience in branch banking or contact centre environment with good understanding of bank processes, policies and products.
Additional Information
Behavioural Competencies:
Convincing People
Developing Strategies
Establishing Rapport
Generating Ideas
Meeting Timescales
Technical Competencies:
Application & Submission Verification
Banking Process & Procedures
Client Acceptance & Review
Customer Understanding
Product Knowledge