Job Description

To operate as the first point of contact and provide an exceptional level of service to Personal Banking (IPB) clients through a number of channels (Phone, e-mail & face to face) within the team, offering financial solutions to clients within defined parameters and governance processes. Always operate with a mindset on client centricity and continuous improvement.

Qualifications

Minimum Qualifications

Type of Qualification: Bachelor Degree

Field of Study: Commerce, Banking, Accounting, Business Administration

Experience Required

Client Coverage

Personal and Private Banking

1-2 years

Ideally has experience in either a similar Banking/Financial role or has a strong level of customer service experience.

Additional Information

Behavioural Competencies:

• Adopting Practical Approaches
• Embracing Change
• Examining Information
• Following Procedures
• Generating Ideas
• Interacting with People
• Producing Output
• Seizing Opportunities
• Team Working
• Thinking Positively
• Understanding People
• Upholding Standards

Technical Competencies:

• Active Listening
• Contact Centre Customer Relationship Management
• Difficult Calls Management
• Query Resolution
• Telephone Caller Handling
• Verbal Communication

• Operate as the first point of contact and provide an exceptional level of service to Personal Banking (IPB) clients through a number of channels (Phone, e-mail & face to face) within the team.
• Offer financial solutions to clients within defined parameters and governance processes.
• Always operate with a mindset on client centricity and continuous improvement.

• Active Listening
• Contact Centre Customer Relationship Management
• Difficult Calls Management
• Query Resolution
• Telephone Caller Handling
• Verbal Communication
• Adopting Practical Approaches
• Embracing Change
• Examining Information
• Following Procedures
• Generating Ideas
• Interacting with People
• Producing Output
• Seizing Opportunities
• Team Working
• Thinking Positively
• Understanding People
• Upholding Standards

• Bachelor Degree in Commerce, Banking, Accounting, or Business Administration
• 1-2 years of experience in a similar Banking/Financial role or strong customer service experience.