Executive Banker

Job Overview

To proactively promote a relationship-based offering by being a dedicated and primary point of contact for customers in the Executive Banking segment, through the provision of banking solutions which meet their needs and in accordance with the specified value propositions.

Key Responsibilities

• Drive profitability and build relationships with affluent clients.
• Provide dedicated and primary point of contact for executive banking customers.
• Cross and up-selling banking products, services, and digital platforms.

Requirements

Type of Qualification: First Degree

Field of Study: Business Commerce

Experience Required: 3-4 years experience in sales and relationship management in the financial services industry.

Behavioural Competencies:

• Convincing People
• Developing Strategies
• Exploring Possibilities
• Generating Ideas
• Interacting with People
• Interpreting Data
• Meeting Timescales
• Producing Output
• Seizing Opportunities
• Team Working
• Understanding People
• Upholding Standards

Technical Competencies:

• Banking Process & Procedures
• Client Servicing
• Cross and Up-Selling
• Customer Understanding (Business Banking)
• Financial Statement Analysis
• Product Knowledge (Business Banking)
• Risk Identification