Private banking Assistant (PBA) Required - Sandton

Become part of a company that offers you a career, not just a job! With a wide range of employment options and business areas to choose from, you are bound to find a perfect fit.

Our client, one of the RSA Big 5 Banking institutions shares accountability with their employees and provides you with the best possible opportunities to learn and grow. They are breaking new ground with thier innovative thinking and are challenging their employees to think differently and develop into the thought leaders of the future. The foundation of their success is in the entrepreneurial culture and the belief that their people are the company’s single most important resource.

If you share their values of being:
? Helpful
? Effective
? Ethical
? Innovative
? Accountable
and you have one simple goal: to improve the lives of customers through simple, effective solutions that meet their needs, contact us today and join a winning team.

Description

The role of the PBA is to assist in proactively managing a portfolio of high earning clients with the objective of ensuring client profitability and retention

Job Requirements (KPA’s)

- Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients
- Provide sales support efficiency and services to ensure retention of clients and satisfaction (measured by the Net Promoter Score)
- Understand and market all Transactional Banking products within the portfolio’s offering
- Successfully implement, track and report on Client Campaigns and initiatives
- Manage the growth of active customer Account Base to increase Client base and revenue
- Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions
- Manage and grow portfolio through proactive client contact. Ensure client retention and satisfaction levels (measured via the Net Promoter Score)
- Ensure all client communication is conducted with the highest level of professionalism.
- All client queries or investigations are responded to proactively and within reasonable timeframes and that both the Client and the Private Banker are continually updated on progress
- Provide and track accurate and reliable sales statistics via internal systems
- Comply with governance in terms of legislative and audit requirements
- Provide an efficient client focused administrative service through careful planning, reporting and updating of all related information
- Assist to track, control and influence sales activities to increase efficiency and client delivery. Manage the internal client related activities to ensure that the Private Banker’s time is optimized at all times to increase sales and client profitability
- Manage own development to increase own competencies

Understand and market all Lending solutions within the wealth portfolio offering:
1. Overdrafts
2. Mortgage (Single Home loans)
3. Mortgage (Multiple asset/ multiple property)
4. Commercial Property Finance
5. Share Based Lending

Co-ordinate and liaise with internal service providers to ensure that client expectations are met with:
1. Credit
2. Valuations
3. Legal
4. Fulfilment

Minimum Qualifying Criteria
- B.Comm (Commerce Stream)
- 2-3 years’ experience within a Sales/Service environment. Financial Services experience is preferable