Customer Liaison Officer - Prestige Banking

About the role

Standard Bank is looking for a Customer Liaison Officer in Bredasdorp to acquire, service and retain clients within its Prestige Banking segment. The role centres on proactive portfolio growth, quality client engagement and identifying wealth, investment and fiduciary opportunities through collaboration with specialist teams.

Key responsibilities

• Manage and grow an assigned Prestige client portfolio through proactive engagement, needs-based conversations and consistent relationship building
• Deepen client banking relationships by identifying opportunities across transactional, lending, digital and rewards solutions
• Identify wealth, investment, fiduciary and estate planning needs and refer clients to Financial Planners, Investment Consultants and specialist teams
• Conduct structured client reviews to understand financial goals and recommend appropriate banking solutions
• Action client service requests across digital, voice and branch channels with fast turnaround
• Complete AML, KYC, due diligence, arrears management and regulatory requirements on time

Required profile

• Bachelor's degree in Commerce, Banking, Finance or a related field, or an Advanced Diploma (NQF 7) FAIS-recognised qualification
• 2 years of total banking experience, including 1 to 2 years of FAIS-related experience in a physical, virtual or voice branch
• Proven experience in relationship banking and managing a personal, prestige or affluent client portfolio
• Exposure to wealth management, investment consulting or financial planning referral environments
• Ability to grow a portfolio, drive product uptake (lending, transactional and digital) and retain clients
• Experience working across multi-channel environments to handle client requests, manage credit applications and resolve service gaps
• Valid driver's licence and mobility to travel to client sites

Required skills

• Banking process and procedures
• Client knowledge and client retention and servicing
• Risk awareness and risk identification
• Communication competencies such as articulating information, challenging ideas and convincing people