Banker, Relationship, Private Banking, Bloemfontein

Overview Business Segment: Personal&Private Banking

To proactively promote a deep relationship-based offering related initiatives and activities aimed at creating value for the client and the bank (i.e. optimising client experience, building deep relationships and create profitability for the bank).

Qualifications

Type of Qualification: First Degree/NQF 7

Field of Study: Business Commerce, Finance and Accounting

Experience Required: Affluent Clients

Experience Required: Personal and Private Banking

Responsibilities

1-2 years

Ensure a deep understanding of the client requirements through regular value-adding interactions with clients.

Ensure that procedures laid down in Group Reference Guide are adhered to and, where flexibility needs to be exercised, that the necessary dispensation is held.

Ensure Code of Banking Practice is adhered to.

Analyse clients’ financial behaviours and accounts to match their needs with products that will result in greater value for the client and increased revenue for the bank. Be analytical in approach, and weighing up longer-term benefits and risks.

Additional Information

Articulating Information

Challenging Ideas

Conveying Self-Confidence

Developing Expertise

Examining Information

Exploring Possibilities

Impressing People

Interacting with People

Interpreting Data

Making Decisions

Providing Insights

Pursuing Goals

Showing Composure

Taking Action

Team Working

Banking Process&Procedures

Commercial Acumen

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