Proactive Sales Consultant, Port Elizabeth

Business Segment: Personal&Private Banking

To provide an efficient and effective point of contact for new and existing Consumer Clients within the Branch and through Proactive initiatives. To provide an onsite selling capability to lead sources and acquire new business within the relevant Local Market. To ensure that the clients' banking needs are identified and fulfilled efficiently and cost-effectively, while managing the risks associated with new accounts, mandates and specimen signatures.

Qualifications Experience Required:

Client Coverage

3-4 years of experience in Personal and Private Banking

Proven track record in dealing with self-employed clients and high value/multi-segment clients

Demonstrated success in proactive sales and business development within the financial services industry

Experience in stakeholder management and relationship building

Skills and Competencies:

In-depth knowledge of banking products and services

Strong analytical and problem-solving skills

Excellent communication and interpersonal skills

Proficiency in financial analysis and risk assessment

Ability to work independently and as part of a team

Strong negotiation and influencing skills

Proficiency in Microsoft Office suite and banking software

Additional Requirements:

Flexibility to work outside normal office hours when required

Willingness to travel within the local market area

Commitment to ongoing professional development and staying updated with industry trend

Additional Information

Conveying Self-Confidence

Examining Information

Following Procedures

Interacting with People

Attitude&Mindof Customer Experience

Banking Process&Procedures

Client Retention

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