Responsibilities Proactively grow the balance sheet of an allocated customer and deliver exceptional experience and education to a portfolio of clients on wealth creation. Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Conduct digital client reviews within the context of client engagements. Consult with SME experts on complex products to provide appropriate product advice. Execute opportunities to expand the customer base with creditworthy and potentially profitable customers. Provide appropriate banking and financial solutions across an allocated portfolio of clients. Ensure growth and increase in the customer base by managing existing clients, generating new leads and expanding the active customer account base. Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to the area of specialization. Qualifications Relevant NQF level 7 FSCA approved Degree. RE5 Regulatory Compliance Certificates with relevant Class of Business (COB). 3 to 5 years of experience within a Sales/Service area of a financial environment. Ability to build sound relationships based on trust and openness. Contribution to a culture of service excellence, providing opportunity for feedback and exceptional service. Additional Requirements In accordance with the National Credit Act (NCA), candidates applying for this role will require a credit record check. EEO Statement All appointments will be made in line with the Bank’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose it to other parties. Benefits Opportunities to network and collaborate. Basic guaranteed rewards with uncapped earning potential. Participation in planned activities suitable for personal development. Closing Information Applications will not be accepted on or after 07/06/26. Applicants are advised to apply before the closing date. #J-18808-Ljbffr