Priority Banker – The Grove(Job Number: 90172973)

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Proactively develop, maintain and expand an enhanced banking relationship with identified affluent clients through holistic professional, reliable and appropriate financial solutions, to achieve all financial targets.
 
  • Contact the referrals and leads of assigned customers to discuss their financial needs and to solution the customer appropriately.
  • Sell the appropriate products to the customers ensuring that all requirements in terms of FAIS (Financial Advisory), FICA (Client Identification) and NCA (Credit Rules) are met.
  • Complete detailed assessments of client needs for banking products and other financial products, including Insurance. (Customer Needs Analysis Tool)
  • Create lead referrals and call on specialists to assist. (Daily Appointment Sharing)
  • Action all instructions, general queries and complaints related to requests from affluent customers and respond directly to the customers. Ensure correct escalation process is followed should actions not be resolved within the service level agreement.
  • Ensure that all compliments and complaints are captured according to CCP (Customer complaints process)
  • Ensure transparency and open dialogue between credit and the client by communicating the client’s requirements and giving feedback on the banks position regarding these requirements.
  • Follow up with clients who have outstanding FICA documentation based on the listings supplied from operations.
  • Ensure that all transactions are processed within processing mandates.
  • Process requests from customers for audit certificates, bank codes and account confirmation letters.
  • Administer the completion and the release of security documentation and keep the customers informed of the status.
  • Score credit applications using the bank’s scoring system. Escalate and motivate items that do not pass system scoring to credit for further review.
  • Ensure that all requirements in terms of FAIS (Financial advice in terms of the Financial Advisory and Intermediary Service Act), FICA (Client Identification in terms of Financial Intelligence Centre Act) and NCA (Credit rules in terms of the National Credit ACT) are met.
  • Act as backup for other team members in case of absence or during peak times.
  • Interact with various internal stakeholders on a regular basis to coach them on the sales process and how to identify leads.
  • Score credit applications using the bank’s scoring system. Escalate and motivate items that do not pass system scoring to credit for further review.
    Ensure that all requirements in terms of FAIS (Financial advice in terms of the Financial Advisory and Intermediary Service Act), FICA (Client Identification in terms of Financial
    Intelligence Centre Act) and NCA (Credit rules in terms of the National Credit ACT) are met
 
Knowledge & Skills:
 Financial analysis and risk assessment
 Statutory laws and policies
 Strong selling skills
 Deal structuring and proposing
 Leads generation
 PC literacy (Word, PowerPoint & Excel, Outlook)
Essential/Basic Qualifications

 

  • B-degree in Finance, Commerce or Banking (NQF level 6.)
  • An appropriate qualification at NQF level 6 in line with the new FAIS fit and Proper
  • requirements (60 Credits)
  • Current FAIS qualifications required: RE1 (Regulatory Exam)
  • 5 years’ experience in the Financial Service Industry
  • 3 years must have been in a sales environment.

 

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