Banker, Prestige (Ausspannplatz)

To take demand from Prestige client for any banking matters ranging from product questions to client account activities (e.g., account status, statements, debit order information, etc.), as well as personal account opening 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 what matters to the client within product and legislative (e.g., FAIS) parameters. Diploma in Banking, Commerce or related at NQF 6 Experience: • 3-4 years' experience. Relevant FAIS qualification with FAIS experience and operates without supervision for intermediary services. Operates under supervision or advice. Previous experience within a physical, virtual or voice branch environment with good understanding of bank processes, policies and products. Key Responsibilities: • Action credit violation reports daily as per laid down procedures. • Collate information on value, variation and failure in the system whilst executing work processes, in order to contribute to development of management information for Prestige Direct. • Forge business partnerships with Business Banking stakeholders in the province to leverage the interplay between Personal Banking and Business Banking for optimal growth and retention. • Support clients in the completion of credit application information and obtain the required documents (e.g. personal statements of asset and liabilities and income statements). • Take ownership of every demand and provides the client with an immediate response (depending on the nature of the demand) or facilitates the completion of the client demand (which includes the processing of client mandates and documentation requirements for banking facilities). Behavioural Competencies: • Embracing Change • Exploring Possibilities • Interacting with People • Managing Tasks • Producing Output Technical Competencies: • Account Opening & Maintenance • Application & Submission Verification (Consumer Banking) • Banking Process & Procedures • Client Servicing • Risk Identification