Standard Bank Banker, Relationship, Enterprise Direct Jobs in South Africa
Standard Bank Banker, Relationship, Enterprise Direct Jobs in South Africa
Job Purpose To take demand from business (enterprise) customers for any banking matters ranging from product questions to customer account activities, as well as 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. NB there are 2 vacancies.
Key Responsibilites
To drive customer service excellence in order to add value and contribute to the overall profitability of the branch and the centre. To use data to identify system conditions that may hinder capability of response and what matters to the customer, whilst maximising value extraction.
Engages with customers in order to understand what matters to the customer and deliver against those identified demands.
Takes ownership of every demand and provides the customer with an immediate response (depending on the nature of the demand) or facilitates the completion of the customer demand. Drives one-and-done as far as possible – updates relevant systems with history notes as applicable.
Contacts potential and existing customers from leads provided to position the product or service offering based on the campaign brief including primary as well as cross-sell mix.
Manages the risks associated with new accounts, mandates and specimen signatures by adhering to risk and compliance requirements (e.g., use of online fingerprint verification, scanning at source, eSign, etc.).
Supports customers in the completion of credit application information requirements (e.g. personal balance sheets,
cash flow statements, financial statements and management accounts).
Continuously 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 department.
Qualifications
FAIS recognised qualification i.e. relevant business related tertiary qualification.
FAIS Regulatory Exam (RE5) level 1
Categories: Long Term Insurance Category A - Funeral Insurance, Short Term Personal Lines Products, Long Term Category B1, Short Term Commercial Lines (Biz – SE), Long Term Deposit: Investment options that are more than 12 months (long term deposit), no access to their funds for more than 12 months, Short Term Deposit: This is any transactional, savings Investment accounts.
How to Apply
For more information and job application details, see; Standard Bank Banker, Relationship, Enterprise Direct Jobs in South Africa
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