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

• Type of Qualification: NQF Level 5
• Field of Study: FAIS Accredited 

Experience Required

• Client Coverage
• Personal and Private Banking
• 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

• 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)