Entrenchment Universal Banker

Standard Bank Group; Gqeberha; Presencial; ZAR 180.000 - 300.000; Tempo integral

Resumo da vaga

Standard Bank Group is seeking an energetic Outbound Sales Consultant for Personal & Private Banking. You will drive outbound telesales, manage inbound inquiries, and entrench client relationships by offering suitable banking solutions. The role requires FAIS knowledge and 2–3 years in a target-driven call centre environment.

You will promote cross-sell opportunities, explain product features and pricing, and ensure accurate, compliant data capture across systems.

Qualificações

• National Certificate in Banking (NQF 5) or equivalent qualification.
• FAIS Fit and Proper requirements applicable to the role.
• Experience in a call centre environment with banking products.

Responsabilidades

• Sell and cross-sell Personal and Private Banking products via outbound and inbound calls.
• Run outbound campaigns and convert inquiries into sales.
• Identify client needs and recommend suitable solutions to secure the sale.
• Explain product features, pricing and terms; educate on self-service channels.
• Accurately capture applications and daily activity while complying with risk and regulatory requirements.

Conhecimentos

Outbound telesales

Needs-based selling

Cross-selling

Objection handling

Sales targets

Client relationships

Banking products

Compliance awareness

Communication skills

Formação

National Certificate in Banking (NQF 5)

Ferramentas

CRM systems

Sales reporting tools

Descrição da vaga

• Business Segment: Personal & Private Banking

Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities - plus the chance to work alongside some of the sector's most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We're passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description

To drive sales growth and deepen client relationships in Personal and Private Banking through proactive outbound and inbound telesales and virtual client engagement (calls, chat and email). The role converts sales opportunities into the right solutions, achieves set sales and cross-sell targets, and delivers on entrenchment Key Performance Indicators such as activation, onboarding and retention.

Key responsibilities

• Sell and cross-sell Personal and Private Banking products through outbound and inbound telesales, taking ownership of individual sales targets and Key Performance Indicators.
• Run outbound sales and entrenchment campaigns and convert inbound enquiries into sales, delivering uplift in transactional activity, cross-sell and retention.
• Hold needs-based sales conversations that identify client needs, recommend the right solution and secure the sale.
• Explain product features, benefits, pricing and conditions clearly, and educate clients on self-service, Interactive Voice Response and their rights and obligations in line with the Code of Banking Practice.
• Accurately capture applications and daily activity on the required tools, and adhere to all risk, compliance and Financial Advisory and Intermediary Services Act requirements.

Qualifications

• National Certificate in Banking (NQF 5), FAIS-recognised, or an equivalent relevant qualification.
• Must meet the applicable FAIS Fit and Proper requirements for the role.
• Minimum of 2 to 3 years' total experience in a call centre environment, with a good understanding of bank processes, policies and products.
• Experience as an Outbound Sales Consultant or in a similar target-driven telesales role, preferably within banking, insurance or funeral policy sales.
• Experience engaging clients telephonically, identifying sales opportunities and promoting products and services across outbound and inbound calls.
• Proven ability to achieve sales targets, handle objections and convert client conversations into successful sales.
• Experience working with sales targets, conversion rates, client relationship management systems and sales reporting.
• Pursuing Goals
• Following Procedures
• Upholding Standards
• Outbound and Inbound Telesales
• Needs-Based Selling and Cross-Sell
• Objection Handling and Closing
• Banking, Insurance and Funeral Product Knowledge
• Risk, Compliance and Regulatory Governance
• Sales Performance and Client Relationship Management Systems