Financial Services Professional

3 weeks ago


Nelspruit, Mpumalanga, South Africa Standard Bank Group Full time
Job Description

To deliver exceptional client experiences and bridge service gaps through proactive engagement and holistic reviews. Foster deep relationships with clients, providing tailored solutions and guidance to inform their financial decisions.

Key Responsibilities
  • Develop and maintain strong client relationships through regular reviews and proactive engagement.
  • Identify and address client service gaps, ensuring seamless experiences across touchpoints.
  • Collaborate with product specialists to deliver cross-pillar solutions and guidance.
  • Stay up-to-date with bank processes, policies, and products to provide informed advice.
Qualifications
  • Diploma in Business Commerce
  • Compliance with FAIS intermediary services and FAIS advice requirements
Experience
  • Client Coverage
  • 5-7 years of relevant experience with FAIS qualification and supervision
  • Previous experience in a physical, virtual, or voice branch environment
Behavioral Competencies
  • Exploring Possibilities
  • Examining Information
  • Interacting with People
  • Conveying Self-Confidence
  • Embracing Change
Technical Competencies
  • Financial Statement Analysis
  • Banking Process & Procedures
  • Account Opening & Maintenance
  • Risk Identification
  • Application & Submission Verification (Consumer Banking)


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