Business Segment: Personal & Private Banking
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.
Qualifications Experience Required:
Client Coverage
Personal and Private Banking
3-4 years sales and service experience. If no FAIS experience, would then need to operate under supervision
Experience in branch banking or contact centre environment with good understanding of bank processes, policies and products
Additional Information
Developing Expertise
Developing Strategies
Examining Information
Banking Process & Procedures
Client Acceptance & Review