Personal Banker

Placements24; Lenasia; On-site; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Competitive salary

Health insurance

Comprehensive training

Career growth opportunities

Community-focused role in Soweto

Job summary

Placements24 is seeking a friendly Personal Banker to join their Soweto team. You will provide exceptional service to bank clients, manage accounts, and process transactions.

You will educate customers on products, identify cross-selling opportunities, and build lasting relationships while ensuring compliance and accuracy in everyday banking tasks. The role emphasizes a customer-centric approach with thorough training provided.

Qualifications

• Experience in customer service or banking preferred.
• Understanding of banking products and services.
• Excellent communication and interpersonal skills.
• Strong sales aptitude and ability to identify customer needs.
• Ability to handle cash accurately and maintain accuracy.

Responsibilities

• Assist customers with daily banking transactions and inquiries.
• Open new accounts and process loan applications.
• Educate clients on products and services and recommend solutions.
• Identify cross-selling opportunities (loans, credit cards, investments).
• Ensure compliance with banking regulations and security procedures.
• Maintain high customer satisfaction and build lasting relationships.

Skills

Customer service

Sales aptitude

Communication skills

Problem-solving

Attention to detail

Education

High school diploma

Finance or business studies (bonus)

Job description

About the Role

Our client is seeking a friendly and customer-oriented Personal Banker to join their team in Soweto . This role is focused on providing exceptional service to bank clients, managing their accounts, and identifying opportunities to offer tailored financial products and services within the Banking & Finance sector . You will be a trusted advisor, helping customers meet their financial goals through knowledgeable guidance and efficient transaction processing. Building strong client relationships is key to success in this position.

Key Responsibilities

• Assist customers with daily banking transactions, account inquiries, and problem resolution.
• Open new accounts, process loan applications, and handle various banking services.
• Educate clients on bank products and services, recommending solutions that meet their needs.
• Identify opportunities for cross-selling bank products such as loans, credit cards, and investments.
• Ensure compliance with all banking regulations and security procedures.
• Maintain a high level of customer satisfaction and build lasting client relationships.

Requirements

• High school diploma or equivalent; further education in finance or business is a plus.
• Previous experience in a customer service or banking role is preferred.
• Understanding of banking products, services, and basic financial principles.
• Excellent communication, interpersonal, and problem-solving skills.
• Strong sales aptitude and ability to identify customer needs.
• Attention to detail and ability to handle cash accurately.

Benefits

• Competitive salary and potential for performance-based incentives.
• Comprehensive benefits package including health insurance.
• Thorough training on products, services, and banking procedures.
• Opportunities for career growth within the banking industry.
• A customer-centric role serving the Soweto community.