Banker Relationship, Enterprise Direct
Standard Bank Of South Africa Limited
Cape Town, Western Cape
6d ago
source : findojobs-za

Career Area : Business & Commercial ClientsLocation : Cape Town, Western Cape, South AfricaTo take demand (in branch or via Voice branch) frompersonalandbusiness (SE Lifestyle)customers for any banking matters ranging from product questions to customer account activities, as well as personal and business 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 customer within product and legislative (e.

g., FAIS) parameters.To drive customer service excellence in order to add value and contribute to the overall profitability of the branchKey Responsibilites Determine customer demandEngages with customers in order to understand what matters to the customer and deliver against those demands.

Validates the customers regulatory status (e.g., KYC, POPI, etc.).Deliver on customer demand general customer banking demandsLinks / de-links accounts to Cards according to laid down procedures.

Orders replacement credit / debit cards from Card Division upon customer request.(Applicable to physical branch only)Issues cheque books, cards and Personal Identification Number (PIN) codes.

Attends to requests and provides Collect statements to customersDeliver on customer demand account opening (personal and business customers)Manages the risks associated with new accounts, mandates and specimen signatures (physical branch only) by adhering to risk and compliance requirements (e.

g., use of online fingerprint verification, scanning at source, eSign, etc.)Deliver on customer demand lending support and risk managementGathers and completes accurate data for the opening of loan accounts (e.

g., secured and unsecured) and granting of facilities.Explains credit loan facility options and qualifying criteria to customers.

Drive demand generation opportunitiesInformation collation, analysis and reportingContinuously assesses what matters to the customer against the ability of processes and systems to meet the customers demand, in order to make recommendations to the Team Lead to act on the system and as further input into the Enablement and Product areas.

Collates information on value, variation and failure in the system whilst executing work processes, in order to contribute to development of management information for the departmentWork in self-managed teamsAdheres to the purpose and team principles (i.

e. holding each other accountable).Adheres to and adopts new methods within the workSuccessful delivery of outputs would be measured as followsDelivers against what matters to the customer (within laid-down policies and procedures).

Value vs failure demand (improvement in ratio of value demand versus failure demand).QualificationsFAIS qualification and experience5 - 7 yearsRelevant FAIS qualification coupled with FAIS experience and operates without supervision.

Previous experience within a branch banking or contact centre environment with good understanding of bank processes, policies and productPlease note : All our recruitment processes comply with the applicable local laws and regulations.

Standard Bank South Africa has a Vaccination Policy which requires all employees to be fully vaccinated against COVID-19.

We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on or

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