Bank Consultant jobs

DescriptionThe External Consultant will be responsible for the acquisition of new business clients as well as the maintenance of existing clients.In partnership with an Internal Consultant deliver an exceptional client service to business clients, and being a connector and an "enabler" for clients' needs into the other divisions of the Investec Group, for example, Investec For Business, Private B...

The purpose of the position is to acquire new clients by generating sales leads, following up on sales leads, making sales, collecting, and submitting signed documentation for review and approval of sales applications. Following up on submitted applications and installations to ensure that the company acquires sufficient new business that is viable and generates a profit for the business in line ...

The purpose of the position is to acquire new clients by generating sales leads, following up on sales leads, making sales, collecting, and submitting signed documentation for review and approval of sales applications. Following up on submitted applications and installations to ensure that the company acquires sufficient new business that is viable and generates a profit for the business in line ...

DescriptionThe External Consultant will be responsible for the acquisition of new business clients as well as the maintenance of existing clients. In partnership with an Internal Consultant deliver an exceptional client service to business clients, and being a connector and an enabler for clients' needs into the other divisions of the Investec Group, for example, Investec For Business, Private Ba...

Sales Consultant Requisition Number-134054 Closing Date- 29 May 2024 Location-Hermanus Job Family Sales And Services Career Stream Sales Leadership Pipeline Manage Self: Technical FAIS Affected FAIS Affected - Yes Job Purpose To market, sell, and cross-sell Nedbank products, In-Branch, to meet the needs of Retail Business Banking (RBB) clients; to retain and grow client base; to achieve and meet ...

Description of the role Responsibilities:1.Rates 2.Management of non-standard pricing requests from distribution channels Utilise discretion to sign off the breaking of product rules (minimum/maximum entry criteria, early withdrawal, waiving of penalty fees etc) and approval of higher rates. Effectively resolve queries for appeals of breaking of product rules and requesting of higher rates in a t...

DescriptionThe UK Services team is a dynamic, multi-faceted business unit that provides operational expertise to several Investec stakeholders and their clients. Its team members are ambitious, forward-thinking problem solvers who thrive in a fast-paced, high-pressure environment where time management, processing accuracy, and client experience are paramount.The UK Fraud Investigator's primary fu...

DescriptionThe UK Services team is a dynamic, multi-faceted business unit that provides operational expertise to several Investec stakeholders and their clients.Its team members are ambitious, forward-thinking problem solvers who thrive in a fast-paced, high-pressure environment where time management, processing accuracy, and client experience are paramount.The UK Fraud Investigator's primary fun...

Provincial Consultant - Standard Bank Insurance Broker Job Overview Business Segment: Personal & Private Banking Location: ZA, GP, Roodepoort, Ellis Street 4 Strategically support the Provincial Manager in achieving the provincial (Catchment /Squads) goals, income and profit budgets by way of managing the behaviour of staff and relationships with group company staff in Catchment /Squad, (Entrepre...

Sales Consultant Requisition Number-134054 Closing Date- 29 May 2024 Location-Hermanus Job Family Sales And Services Career Stream Sales Leadership Pipeline Manage Self: Technical FAIS Affected FAIS Affected - Yes Job Purpose To market, sell, and cross-sell Nedbank products, In-Branch, to meet the needs of Retail Business Banking (RBB) clients; to retain and grow client base; to achieve and meet ...

Job Description:To provide a basic, branch-based Business Banking sales and service function to a portfolio of Small Enterprise (SE) customers requiring uncomplicated and standardised financial product solutions. ads1 Job Responsibilities:Identifies and actions opportunities for cross- and up-sell.Actions lead lists provided from direct marketing.Identifies migration opportunities and sells produ...

Description of the role Responsibilities:1. Rates 2. Management of non-standard pricing requests from distribution channels Utilise discretion to sign off the breaking of product rules (minimum/maximum entry criteria, early withdrawal, waiving of penalty fees etc) and approval of higher rates. Effectively resolve queries for appeals of breaking of product rules and requesting of higher rates in a...

The purpose of the position is to acquire new clients by generating sales leads, following up on sales leads, making sales, collecting, and submitting signed documentation for review and approval of sales applications. Following up on submitted applications and installations to ensure that the company acquires sufficient new business that is viable and generates a profit for the business in line ...

The purpose of the position is to acquire new clients by generating sales leads, following up on sales leads, making sales, collecting, and submitting signed documentation for review and approval of sales applications. Following up on submitted applications and installations to ensure that the company acquires sufficient new business that is viable and generates a profit for the business in line ...

Job DescriptionTo fulfil all customer generated online demand in order to grow revenue and provide customer service for BC SA.QualificationsMatric/Diploma/DegreeRelevant FAIS qualification coupled with FAIS experience for product categories.Experience2 - 5 Years Business & Commercial Banking experience1 - 5 years Digital & eCommerce experience in an operations / back office environment, specifica...

These jobs were popular with other job seekers To oversee and manage the foreign exchange operations and financial dealings with other institutions on an international level. This role involves strategizing and executing plans to optimize foreign currency trading, managing risks associated with foreign exchange fluctuations, maintaining client relationships, and ensuring compliance with regulator...

Reference: 9436 AV Consultant:Anneke ViviersJob Description:Provide support for the day-to-day operational and administration responsibilities within the companyReview of contracts before contract drafting stage, assist with various pay plan requirementsReview of client settlements before issueAssist the Financial Manager ('FM') with day to day banking requirementsAttend to various month end sche...

Job Description:To take demand from walk-in customers for any cash related matters (e.g. teller, ATM, Moneygram) whilst forming an accurate assessment and understanding of that demand in order to act on it in a manner that consistently delivers what matters to the customer within the parameters of the bank's financial offerings.(ads1)Job Responsibilities:Complete reports and ad-hoc administrative...

Functional Configuration Consultant (ERP) page is loaded Functional Configuration Consultant (ERP) Apply locations Johannesburg time type Full time posted on Posted Yesterday job requisition id R12619 Job DescriptionHello Future Functional Configuration Consultant Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibl...

Business Segment: Business & Commercial Banking To conduct income verification and quality checks on all applications. To accurately perform credit analysis, fraud as first line defence, Know Your Customer and Financial Advisory and Intermediary Services Act as well as due diligence checks, limiting the risk of fraudulent / inaccurate document and processing. To accurately scrutinise applications...

Job Description:To promote and sell the Bank's product bouquet to clients through sales activities in a responsible manner. Responsible for sourcing and developing new contacts/prospects and sales leads through the Bank's internal leads campaigns and your own referrals.(ads1)Job Responsibilities:Responsible for 100% participation in and successful completion of risk and compliance training initia...

Job Description:Deliver day-to-day knowledge work, in order to execute predefined objectives as per agreed standard operating procedures (SOPs).(ads1)Job Responsibilities:Deal Facilitation : Handle all customer interactions professionally and efficientlyCustomer Experience: Responsible for all customer enquiries, service level agreements, and to ensure delivery according to set standards.Contract...

Job Description:To promote and sell the Bank's product bouquet to clients through sales activities in a responsible manner. Responsible for sourcing and developing new contacts/prospects and sales leads through the Bank's internal leads campaigns and your own referrals.(ads1)Job Responsibilities:Ensure accountability for your own behaviours while helping team members to enhance their ability to e...

Provincial Consultant, Standard Bank Insurance Brokers Job Overview Business Segment: Personal & Private Banking To support the provincial manager/supervisor in achieving the provincial (personal and commercial) goals, income and profit budgets by way of managing the behavior of staff and relationships with group company staff in branches, through training, support and motivation.To ensure on-goi...