Learnership Programme – Opportunities for youth

PERSONAL BANKER AT BIDVEST BANK

BIDVEST BANK

  • Undisclosed
  • Permanent Intermediate position
  • Durban (Durban CBD), KwaZulu-Natal
  • Posted 10 Feb 2021 by Bidvest Bank
  • Expires in 31 days
  • Job 2401663 – Ref NZ KZN SG

ABOUT THE POSITION

To acquire, cross sell, develop and grow relationships with high net worth clients (private banking), incorporating the full portfolio of banking services both individual and commercial.

Increase revenue

  • Identifying potential new clients and working with them to build up a relationshipEstablish and grow sales through networking functions, referrals for other customers or from within corporate salesOffer travel forex, VISA world currency card, vehicle finance to private clientsFacilitate cross selling between divisions private and business bankingAdditional revenue streams eg. Tax Clearance applications, Emigration charges Stay informed of market conditions and do research to determine good opportunities to meet private banking revenue goals

Relationship management

  • Offer full spectrum (one stop shop) of customers service covering all individual product offeringsExceptional client service Perform customer visits, courtesy calls, special occasionsProvide solutions to issues as required Facilitate relationship between teams to support efficient overall serviceStay current with events that affects exchange rates in order to assist clients more efficientlyKeep current with market updates and financial newsEstablish rapport with individuals quickly and build trust with potential or current clients

Operational excellence

  • Ensure that interdepartmental processes and relationships are efficient and effective to deliver customer service, including back office, exchange control, governanceRelationship management between departments, more solution based Maintain knowledge and understanding of appropriate legislation and regulations affecting banking and customer interaction to ensure that all transactions are legal

Administration

  • Review the client files and keep up to date with changes in FICA, relationship management and client needs- Update and manage all client interaction on the CRM system/Shared Drive – Manage all administration and related paperwork to conclusion

Requirements:
Qualifications

  • Minimum qualificationNQF 5 -Certificate in banking, DiplomaRE 5
  • B Com degree or equivalent

Experience:
5 years + Previous Private / Personal Sales experience and account management experience within the financial sector

Knowledge, Skills and Abilities:

  • Communication skills – verbal and written
  • Resilience
  • Problem solving
  • Customer Sales and service orientation
  • Attention to detail
  • Building Relationships
  • Competitiveness
  • Analyze financial information
  • Understanding of financial markets and economic conditions

Travel to Clients
Remote and Office bound

Desired Skills:

  • Acquire
  • Cross sell
  • Relationship Building
  • Private Banking
  • Banking
  • Individual
  • Commercial
  • Potential Clients
  • Corporate Sales
  • Emigrant Charges
  • Banking Legislation
  • Banking Regulations
  • FICA
  • CRM
  • Analyse Financial Information

Employer & Job Benefits:

  • Retirement fund

APPLY NOW

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