Vacancieshut
Website Standard Bank
Job Description:
To take demand from Prestige customers for any banking matters ranging from product questions to customer 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 customer within product and legislative (e.g., FAIS) parameters. To provide a Direct CST based, proactive sales and service function, aligned to the Prestige Banking customer value proposition, in order to add value and contribute to the overall profitability of the Direct CST. To use data to identify system conditions that may hinder capability of response and what matters to the customer, whilst maximising value demand.
Job Responsibilities:
- Identifies authenticity of the customer in order to prevent disclosure of information to unauthorised persons.
- Engages with customers in order to understand what matters to the customer and deliver against those demands.
- Understands the risks associated with the customer demand and adheres to all risk and compliance requirements when executing on demand.
- Deals with customer enquiries, ranging from product questions and customer account activities across all mediums available in the Direct CST within the agreed service times.
- Takes ownership of every demand and provides the customer with an immediate response (depending on the nature of the demand) or facilitates the completion of the customer demand (which includes the processing of customer mandates and documentation requirements for banking facilities). Drives one-and-done as far as possible – updates relevant systems with history notes as applicable.
Qualification & Experience:
- 5 – 7 years banking experience. 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 good understanding of bank processes, policies and products.
- Matric
- Meets FAIS intermediary services and FAIS advice requirements (under supervision)
- Must complete one of the Qualifications listed on the FSB recognised list within the allocated time i.e. relevant business-related tertiary qualification
Job Details:
Company: Standard Bank
Vacancy Type: Full Time
Job Location: Kingsmead, Kwazulu Natal, SA
Application Deadline: N/A
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