Banker, Prestige Direct

To take demand from Prestige clients for any banking matters ranging from product questions to client account activities (e.g. account status statements, debit order information, etc.) as well as personal 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 client within product and legislative (e.g. FAIS) parameters.

Qualifications:

Type of Qualification: Diploma

Field of Study: Business Commerce

Experience Required:

Client Coverage in Personal and Private Banking (5-7 years)

Relevant FAIS qualification with FAIS experience and operates without supervision for intermediary services. Operates under supervision or advice. Previous experience within a physical, virtual, or voice branch environment with a good understanding of bank processes, policies, and products.

Additional Information:

• Checking Things
• Conveying Self-Confidence
• Examining Information
• Exploring Possibilities
• Following Procedures
• Interacting with People
• Managing Tasks
• Producing Output
• Team Working
• Upholding Standards
• Account Opening & Maintenance
• Banking Process & Procedures

Remote Work: Employment Type:

Key Skills:

Sales Experience, Presentation Skills, Financial Services, Customer Service, Financial Acumen, Fraud, Math, Military Experience, Banking, Upselling, Cash Handling, RMF