Consultant, Sales & Services, PBL
Job Description
Business Segment: Personal & Private Banking
Location: ZA, GP, Johannesburg, Simmonds Street
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
Type of Qualification: Secondary/High school/A levels/Matric
Field of Study: Not applicable
Experience Required
Client Coverage
Personal and Private Banking
3-4 years
Experience in dealing with self-employed clients, high value/multi segment clients. Proven sales track record in the financial services industry, pro-active hunting experience i.e. and good stakeholder management experience.
Additional Information
- Conveying Self-Confidence
- Examining Information
- Following Procedures
- Interacting with People
- Making Decisions
- Producing Output
- Resolving Conflict
- Team Working
- Thinking Positively
- Upholding Standards
- Attitude of Customer Experience
- Banking Process & Procedures
- Client Retention
- Mind of Customer Experience
- Product Related Systems (Consumer Banking)