Job Description

To effectively manage the sales and service delivery model within a portfolio of clients through enabling and driving a team’s performance to achieve objectives.

As part of our Private Banking and Advisory Team, you will be surrounded by unique talent, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. 

Are you someone who can:

• Track, control, and drive the delivery of exceptional service through proactive, innovative, and appropriate solutions which are delivered by the team.
• Track, control and drive sales activities with the specific aim to achieve pre-determined team sales targets.
• Proactively drive client conversions to main bank through salary deposits.
• Actively coach team members to effectively resolve queries and complaints that are escalated.
• Monitor and evaluate the team's adherence to relevant processes and compliance to legislative and audit requirements.
• Ensure corrective actions are implemented immediately.
• Track, control, and implement changes to sales and service processes to improve efficiencies in delivery to clients.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
• Actively coach team through providing advice about learning, solutions, products, and processes with the aim to improve business performance.
• Plan and manage performance, skills development, employment equity, talent, and culture of the team, to improve team performance, innovation, achieve efficiencies and increase competencies.

 

You will be an ideal candidate if you:

• An appropriate FSCA recognized commerce degree at NQF level 6 / NQF level 7.
• Have 5 years+ experience within a Sales/Service area of a banking / financial environment with financial advisory, sales and leadership experience.
• Completed RE5

 

Additional Requirements                        

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

 

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

24/10/26