Banker, Affluent EVB at Standard Bank Group

JOB DESCRIPTION

• To provide an efficient and effective point of contact for new and existing Personal Affluent Market customers within the Coverages and through Proactive initiatives.
• To provide an onsite selling capability to lead sources.
• To acquire new bulk Personal and Affluent market business within the relevant Coverages.
• To ensure that the customers’ banking needs are identified and fulfilled efficiently and cost-effectively, while managing the risks associated with new accounts, mandates and specimen signatures.

QUALIFICATIONS

• Qualification : Field of study: Business Commerce (NQF7)

Experience Required

• 3-4 Years experience to pro-actively identify migrations to Private Bank, Professional and Prestige offering
• Identifies referral opportunities for other SBSA stakeholders
• Provides additional information onsite to customers to ensure support and service on products/services, and identifies problems.
• Meets business market customer requirements and their employee base by identifying their personal financial/transactional needs and recommends bank products as solutions
• Provides a mobile primary point of contact to the employees and or gatekeepers, of Standard Bank’s business market customers.
   

ADDITIONAL INFORMATION
Technical Competencies

• Product Knowledge
• Sales Planning and Reporting
• Local Market Knowledge
• Banking Process and Procedures