Private Banking Assistant - Cape Town Verfied

Salary Negotiable Cape Town, Western Cape Cape Town, Western Cape more than 14 days ago 22-04-2015 1:04:08 PM
20-05-2015 1:04:08 PM
B.Comm (Commerce Stream)
Experience 2-3 years experience within a Sales/Service environment. Financial Services experience is preferable MINIMUM ROLE OUTPUTS
Perspective: Finance
Generic (an output or deliverable)
DESCRIPTION Market Share growth Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients
Perspective: Client Services
Generic (an output or deliverable)
DESCRIPTION Client Retention Provide sales support efficiencies and services to ensure retention of clients and satisfaction (measured by the Net Promoter Score) Product Offerings and Solutions Understand and market all Transactional Banking products within the FNB Wealth offering. Understand and market all Lending solutions within the FNB Wealth offering: • Overdrafts • Mortgage (Single Homeloan) • Mortgage (Multiple asset/ multiple property)
2 FNB Organisational Design
Role:
• Commercial Property Finance • Share Based Lending Campaign Management Successfully implement, track and report on Client Campaigns and initiatives Growth of Active Customer Account Base Manage the growth of active customer Account Base to increase Client base and revenue Service Delivery Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions Client Relationship Management Manage and grow portfolio through proactive client contact. Ensure client retention and satisfaction levels (measured via the Net Promoter Score) Telephone Etiquette and Professionalism 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
Perspective: Process
Generic (an output or deliverable)
DESCRIPTION Sales Stats Provide and track accurate and reliable sales statistics via Siebel Corporate Governance Comply with governance in terms of legislative and audit requirements Sales Co-ordination Provide an efficient client focused administrative service through careful planning, reporting and updating of all related information Co-ordinate and liaise with internal service provides e.g. • Credit • Valuations • Legal • Fulfilment To ensure that client expectations are met Achievement of Sales Team Efficiencies Assist to track, control and influence sales activities to increase efficiencies 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
Perspective: People
Generic (an output or deliverable)
DESCRIPTION Personal Development Manage own development to increase own competencies