Banking Client Advisor & Sales Specialist

Standard Bank Group; KwaZulu-Natal; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services group in KwaZulu-Natal is seeking an experienced client services representative to manage banking matters for Personal, Prestige, and Private Banking clients. The ideal candidate should have 2-3 years of experience in customer service within banking and a valid driver's license. This role emphasizes efficient handling of client requests and adherence to compliance standards.

Qualifications

• 2 - 3 years' customer service experience in banking or financial services.
• 1 year of experience in sales.
• A valid driver's license is essential.

Responsibilities

• Handle client demand for banking matters efficiently.
• Provide accurate assessments of client needs.
• Ensure compliance with product and legislative requirements.

Skills

Customer service skills

Sales skills

Client understanding

Education

Matric coupled with a completed FAIS qualification NQF Level 5

Job description

A leading financial services group in KwaZulu-Natal is seeking an experienced client services representative to manage banking matters for Personal, Prestige, and Private Banking clients. The ideal candidate should have 2-3 years of experience in customer service within banking and a valid driver's license. This role emphasizes efficient handling of client requests and adherence to compliance standards.