Live opening · Posted 6 hours ago
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About the role
Description supplied by the original job listing.
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.
Type of Qualification: Secondary/ Matric
Field of Study: NQF5
Licenses & Certifications: FAIS Representative
3-4 years of client-facing experience in Personal and Private Banking
Proven experience in a branch banking or contact centre environment
Demonstrated understanding of banking processes, policies, and product offerings
Proficiency in identifying and understanding client needs and translating them into appropriate solutions
Sound knowledge of regulatory requirements, particularly FAIS compliance
Problem-solving capability with a focus on one-and-done resolution
Demonstrated cross-selling or sales achievement in banking products
Employment type
Full-time
Work arrangement
No
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