Business Segment: Personal & Private Banking

Key Responsibilities

• Serve as a primary point of contact for client enquiries across products and account activities, providing accurate, timely resolution across branch, voice, and digital channels.
• Deliver service excellence by resolving client demands in a one-and-done manner while adhering to FAIS, KYC, POPI, and internal risk and compliance standards.
• Identify and act on client needs during interactions by promoting appropriate products, services, and digital channels, contributing to sales growth and client satisfaction.
• Open, amend, transfer, and close accounts in line with laid-down procedures, ensuring accurate onboarding, mandates, and documentation.
• Understand and manage risk by assessing account conduct, client information, and supporting documentation, escalating matters outside mandate where required.
• Educate clients on banking processes, self-servi...