
Posted 7 days ago
Personal Banker
AI Summary
Personal Banker at Standard Bank Offshore acts as the first point of contact for International Personal Banking clients via phone, email, and face-to-face, providing financial solutions within defined governance processes and escalating complex queries as needed.
About this role
Personal Banker
Standard Bank Offshore is the offshore arm of the Standard Bank Group, a leading Africa focused financial services group, and an innovative player on the global stage. Our international Banking, Lending, Investment, Fiduciary and Wealth Management services offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals.
Our clients range from individuals to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa and SBO is perfectly positioned to support the growth of our organisation from our office in the Isle of Man, Jersey, London, MAUs and South Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.
NOTE: This role does not offer Relocation or Sponsorship. Applicants must be eligible to work in Isle of Man.
To operate as the first point of contact and provide an exceptional level of service to International 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 Qualification:
- GCSE's or A levels
Experience Required:
- 1 - 2 years experience in Personal and Private Banking
- Ideally has experience in either a similar Banking/Financial role or has a strong level of customer service experience.
Key Outputs :
- Act as the first point of client contact for any notice to close instructions, and interact with the BCU to resolve posting restriction issues.
- Act as the point of referral for more complex BCU related queries, handing off the interactions relating to deceased clients and fraud.
- Adopt a positive attitude to change and be part of the team’s engagement to ensure a positive adoption of change related project outputs.
- Build relationships with IPB customers by understanding the customer and servicing the customer needs appropriately.
- Engage proactively with other departments, keeping up to date with professional reading, completing internal training requirements, attending lunch and learn sessions and pro-actively understanding end to end processes.
Additional Information
Behavioural Competencies:
- Adopting Practical Approaches
- Embracing Change
- Examining Information
- Following Procedures
- Interacting with People
- Upholding Standards
Technical Competencies:
- Active Listening
- Contact Centre Customer Relationship Management
- Difficult Calls Management
- Query Resolution
- Telephone Caller Handling
- Verbal Communication
#SBO
Skills
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