Prestige Banker

 

Recruiter:

Boardroom Appointments

Job Ref:

JHB004475/SP

Date posted:

Tuesday, May 24, 2022

Location:

Durban, South Africa

Salary:

Market Related Monthly


JOB SUMMARY:
Our client is looking for a Prestige Banker to take demand from Prestige customers for any banking matters ranging from product questions to customer account activities (e.g., account
status, statements, debit order information, etc.), as well as personal account opening 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 what matters to the customer within the product and legislative (e.g.FAIS) parameters.
To provide a Direct CST based, proactive sales and service function, aligned to the Prestige Banking customer value proposition, in order to add value and contribute to the overall profitability of the Direct CST.To use data to identify system conditions that may hinder the capability
of response and what matters to the customer, whilst maximising value
demand.

JOB DESCRIPTION:

Education and Minimum Requirements:
  • FAIS recognised qualifications i.e. relevant business-related tertiary
  • Meets FAIS intermediary services and FAIS advice requirements (under
    supervision).
Competencies:
  • 5-7 Years Personal and Business Banking
    Relevant FAIS qualification with FAIS experience and operates without
    supervision for intermediary services.
  • Operates under supervision or advice.
    Previous experience within a physical, virtual or voice branch environment
    with a good understanding of bank processes, policies and products.
Behavioral Competencies:
Examining Information, Adopting Practical Approaches, Articulating
Information, Showing Composure, Team Working, Managing Tasks, Taking Action,
Upholding Standards, Understanding People, Valuing Individuals, Seizing
Opportunities, Inviting Feedback, Following Procedures, Resolving Conflict,
Developing Expertise, Meeting Timescales, Providing Insights, Making
Decisions, Documenting Facts, Interacting with People

Technical Competencies:
Commercial Acumen, Credit, Data Analysis, Advice

Additional Job Dimensions:
Accountability for problem-solving
Accountability for the planning of activities
Discretion allowed for decision-making.

Responsibilities:
  • Determine customer requirements.
  • Respond to service requests (including account opening).
  • Lending support, risk management and legislative compliance.
  • Drive demand generation opportunities
  • Information collation, analysis and reporting
  • Work in self-managed teams
  • Successful delivery of outputs would be measured as follows
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