Job Description
To take demand from personal customers for any banking matters ranging from product questions to customer account activities (e.g., opening 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 what matters to the customer within product and legislative (e.g., FAIS) parameters.
Qualifications
Minimum Qualifications:
Type of Qualification: Secondary/High school/A levels/Matric
Field of Study: Not applicable
Experience Required
Client Coverage:
Consumer & High Net Worth
1-2 years:
Relevant FAIS qualification and experience. If no FAIS experience, would then need to operate under supervision. Previous experience in branch banking or contact centre environment with good understanding of bank processes, policies and products.
Additional Information
Behavioral Competencies:
Checking Details
Convincing People
Developing Expertise
Developing Strategies
Embracing Change
Establishing Rapport
Examining Information
Exploring Possibilities
Following Procedures
Generating Ideas
Impressing People
Interacting with People
Inviting Feedback
Meeting Timescales
Pursuing Goals
Seizing Opportunities
Showing Composure
Taking Action
Team Working
Thinking Positively
Technical Competencies:
Application & Submission Verification (Consumer Banking)
Banking Process & Procedures
Client Acceptance & Review
Customer Understanding ( Consumer Banking)
Processing
Product Knowledge (Consumer Banking).
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