Hybrid Banking Relationship Advisor – Pretoria

Placements24; Pretoria; Hybrid; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Medical aid

Retirement fund contributions

Extensive training programs

Job summary

Placements24 in Pretoria seeks a Customer Relationship Officer to nurture and strengthen client relationships, advising on banking products and services. You will manage a portfolio, resolve inquiries, and ensure compliance with bank policies from a hybrid office setup in the Pretoria region.

The ideal candidate has banking/financial services experience, excellent communication, and CRM proficiency, with a customer-centric mindset and strong organizational skills.

Qualifications

• Proven experience in a customer-facing role, preferably in banking/financial services.
• Excellent interpersonal and communication skills with diverse clients.
• Strong understanding of banking products, services, and regulations.
• Proficiency in using banking software and CRM systems.
• Customer-centric approach with commitment to exceptional service.
• Detail-oriented with strong organizational and time-management skills.
• Ability to work in a hybrid work model.
• Relevant tertiary qualification in Finance, Business, or related field.

Responsibilities

• Manage and grow a portfolio of individual and business banking clients.
• Provide personalized financial advice and solutions tailored to client needs.
• Handle customer inquiries and resolve issues efficiently, escalating when necessary.
• Process various banking transactions accurately and in compliance with regulations.
• Identify opportunities to cross-sell and upsell banking products and services.
• Conduct regular client check-ins to ensure satisfaction and identify potential new needs.
• Maintain detailed client records and ensure all interactions are logged appropriately.
• Adhere strictly to all bank policies, procedures, and regulatory requirements.

Skills

Customer-facing

Interpersonal skills

CRM systems

Banking products

Education

Finance/Business degree

Tools

CRM software

Banking software

Job description

Placements24 in Pretoria seeks a Customer Relationship Officer to nurture and strengthen client relationships, advising on banking products and services. You will manage a portfolio, resolve inquiries, and ensure compliance with bank policies from a hybrid office setup in the Pretoria region.

The ideal candidate has banking/financial services experience, excellent communication, and CRM proficiency, with a customer-centric mindset and strong organizational skills.