Stanbic IBTC Holdings PLC is a full service financial services group with a clear focus on three main business pillars - Corporate and Investment Banking, Personal and Business Banking and Wealth Management.
Stanbic IBTC Bank legally became part of Standard Bank Group 24th August 2007. The Standard Bank Group merged its Nigerian operations, Stanbic Bank Nig...
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To grow, maintain and retain a portfolio of private banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.
Job Responsibilities
- Retain Private Banking customers as per the criteria outlined in the segment value proposition and reflected by the Country segment strategy.
- Interact frequently and build strong working relationships with enabler and fulfilment functions (including credit specialists, product specialists and wealth specialists) to shorten turnaround times.
- Liaise effectively with the sales team to ensure seamless transfer of clients after sale has been concluded to relationship management; Retain ownership of customer requests, complaints and applications – follow every task through to completion keeping the customer updated on progress.
- Conduct a needs analysis with all new and existing customers to ensure that product opportunities identified are appropriate to meet the customer’s needs and priorities.
- Pro-actively manage the portfolio to maximize revenue for the Bank (referring to fees, margins and sales), minimize costs and risks, whilst maintaining and entrenching the customer’s relationship with the Bank appropriately.
Qualifications
Experience
- 5-7 years' experience in sales, High Networth Individuals relationship management, credit applications and financial acumen (i.e., proven sales track record in the financial service industry.)
Behavioural Competencies:
- Adopting Practical Approaches
- Articulating Information
- Challenging Ideas
- Convincing People
- Exploring Possibilities
- Following Procedures
- Interacting with People
- Making Decisions
- Meeting Timescales
- Producing Output
- Showing Composure
- Understanding People
Technical Competencies:
- Active Listening
- Difficult Calls Management
- Electronic Communications & Devices
- Inbound Phone Statistics
- Query Resolution
- Telephone Caller Handling
go to method of application »
To grow, maintain and retain a portfolio of private banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.
Job Responsibilities
- Retain Private Banking customers as per the criteria outlined in the segment value proposition and reflected by the Country segment strategy.
- Interact frequently and build strong working relationships with enabler and fulfilment functions (including credit specialists, product specialists and wealth specialists) to shorten turnaround times.
- Liaise effectively with the sales team to ensure seamless transfer of clients after sale has been concluded to relationship management; Retain ownership of customer requests, complaints and applications – follow every task through to completion keeping the customer updated on progress.
- Conduct a needs analysis with all new and existing customers to ensure that product opportunities identified are appropriate to meet the customer’s needs and priorities.
- Pro-actively manage the portfolio to maximize revenue for the Bank (referring to fees, margins and sales), minimize costs and risks, whilst maintaining and entrenching the customer’s relationship with the Bank appropriately.
Qualifications
Experience
- 5-7 years' experience in sales, High Networth Individuals relationship management, credit applications and financial acumen (i.e., proven sales track record in the financial service industry.)
Behavioural Competencies:
- Adopting Practical Approaches
- Articulating Information
- Challenging Ideas
- Convincing People
- Exploring Possibilities
- Following Procedures
- Interacting with People
- Making Decisions
- Meeting Timescales
- Producing Output
- Showing Composure
- Understanding People
Technical Competencies:
- Active Listening
- Difficult Calls Management
- Electronic Communications & Devices
- Inbound Phone Statistics
- Query Resolution
- Telephone Caller Handling
go to method of application »
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.
Essential Functions
- Acquire and open new accounts and cross sells additional products and services in line with customer needs by identifying and referring sales leads to other business stakeholders (e.g., Vehicle and Asset Finance, Electronic Banking, Card, Home Loans, Digital Channels, Enterprise Banking, etc.).
- Conduct a financial needs analysis with all new and existing customers to ensure that product opportunities identified are appropriate to meet the customer's needs and priorities (in line with Financial Advisory and Intermediary Service Act license categories).
- Contact potential and existing customers from leads received / campaigns in order to sell product offerings.
- Educate customers with regards to lending application processes (e.g. vehicle finance, home loans, overdraft, credit card, personal loans, cash, etc.), credit maintenance processes (e.g. annual reviews) and account conduct expectations (e.g., minimum account balances, provision for debit orders and cheque payments, etc.).
- Establish, build and strengthen relationships with customers based on mutual respect, in order to retain customers and gain word-of-mouth referrals. Places equal emphasis on liability generating (non-borrowing) and borrowing customers.
- Grow the Executive Banking new to bank customers, balance sheet and income statements in line with business strategic objectives. Increases branch advances by responsible lending practices.
- Maintain, entrench and grow each client relationship on an annual basis and manages the risk per client to ensure contestant growth in portfolio and returns to the bank.
Qualifications
Experience Required
- 3-4 years' experience in sales and relationship management of customers and able to drive profitability and build relationships. Proven sales track record in the financial services industry. Knowledge of the bank's products, services and digital platforms.
Behavioural Competencies:
- Adopting Practical Approaches
- Articulating Information
- Challenging Ideas
- Developing Expertise
- Documenting Facts
- Embracing Change
- Examining Information
- Exploring Possibilities
- Interacting with People
- Team Working
- Thinking Positively
- Upholding Standards
Technical Competencies:
- Active Listening
- Customer Reception and Channelling
- Difficult Calls Management
- Electronic Communications & Devices
- Inbound Phone Statistics
- Query Resolution
- Telephone Caller Handling
go to method of application »
To proactively manage a portfolio of retail clients by providing comprehensive, relationship-based banking solutions.
Key Responsibilities
- Establish, build and strengthen relationships with customers, based on mutual respect, to retain customers and gain word-of-mouth referrals.
- Ensure that customers are well informed with regards to lending application processes (e.g. vehicle finance, home loans, overdraft, credit card, personal loans, etc), credit maintenance processes (e.g. annual reviews) and account conduct expectations (e.g. minimum account balances, provision for debit orders and cheque payments, etc).
- Conduct a needs analysis with all new and existing customers to ensure that product opportunities identified are appropriate to meet the customer’s needs and priorities.
- Pro-actively identify cross-sell opportunities within own portfolio of customers to maximise life cycle opportunities.
- Pro-actively manage the portfolio to maximise revenue for the Bank (referring to fees, margins and sales), minimise costs and risks, whilst maintaining and entrenching the customer’s relationship with the Bank appropriately.
Qualifications
Additional Information
Behavioural Competencies:
- Checking Things
- Convincing People
- Developing Expertise
- Developing Strategies
- Embracing Change
- Establishing Rapport
- Examining Information
- Exploring Possibilities
- Following Procedures
- Generating Ideas
- Impressing People
- Interacting with People
- Inviting Feedback
- Meeting Timescales
- Pursuing Goals
- Seizing Opportunities
- Showing Composure
- Taking Action
- Team Working
- Thinking Positively
Technical Competencies:
- Application & Submission Verification (Consumer Banking)
- Banking Process & Procedures
- Client Acceptance & Review
- Customer Understanding (Consumer Banking)
- Processing
- Product Knowledge (Consumer Banking)
go to method of application »
To proactively manage a portfolio of retail clients by providing comprehensive, relationship-based banking solutions.
Key Responsibilities
- Establish, build and strengthen relationships with customers, based on mutual respect, to retain customers and gain word-of-mouth referrals.
- Ensure that customers are well informed with regards to lending application processes (e.g. vehicle finance, home loans, overdraft, credit card, personal loans, etc), credit maintenance processes (e.g. annual reviews) and account conduct expectations (e.g. minimum account balances, provision for debit orders and cheque payments, etc).
- Conduct a needs analysis with all new and existing customers to ensure that product opportunities identified are appropriate to meet the customer’s needs and priorities.
- Pro-actively identify cross-sell opportunities within own portfolio of customers to maximise life cycle opportunities.
- Pro-actively manage the portfolio to maximise revenue for the Bank (referring to fees, margins and sales), minimise costs and risks, whilst maintaining and entrenching the customer’s relationship with the Bank appropriately.
Qualifications
Additional Information
Behavioural Competencies:
- Checking Things
- Convincing People
- Developing Expertise
- Developing Strategies
- Embracing Change
- Establishing Rapport
- Examining Information
- Exploring Possibilities
- Following Procedures
- Generating Ideas
- Impressing People
- Interacting with People
- Inviting Feedback
- Meeting Timescales
- Pursuing Goals
- Seizing Opportunities
- Showing Composure
- Taking Action
- Team Working
- Thinking Positively
Technical Competencies:
- Application & Submission Verification (Consumer Banking)
- Banking Process & Procedures
- Client Acceptance & Review
- Customer Understanding (Consumer Banking)
- Processing
- Product Knowledge (Consumer Banking)
go to method of application »
To proactively manage a portfolio of retail clients by providing comprehensive, relationship-based banking solutions.
Key Responsibilities
- Establish, build and strengthen relationships with customers, based on mutual respect, to retain customers and gain word-of-mouth referrals.
- Ensure that customers are well informed with regards to lending application processes (e.g. vehicle finance, home loans, overdraft, credit card, personal loans, etc), credit maintenance processes (e.g. annual reviews) and account conduct expectations (e.g. minimum account balances, provision for debit orders and cheque payments, etc).
- Conduct a needs analysis with all new and existing customers to ensure that product opportunities identified are appropriate to meet the customer’s needs and priorities.
- Pro-actively identify cross-sell opportunities within own portfolio of customers to maximise life cycle opportunities.
- Pro-actively manage the portfolio to maximise revenue for the Bank (referring to fees, margins and sales), minimise costs and risks, whilst maintaining and entrenching the customer’s relationship with the Bank appropriately.
Qualifications
Additional Information
Behavioural Competencies:
- Checking Things
- Convincing People
- Developing Expertise
- Developing Strategies
- Embracing Change
- Establishing Rapport
- Examining Information
- Exploring Possibilities
- Following Procedures
- Generating Ideas
- Impressing People
- Interacting with People
- Inviting Feedback
- Meeting Timescales
- Pursuing Goals
- Seizing Opportunities
- Showing Composure
- Taking Action
- Team Working
- Thinking Positively
Technical Competencies:
- Application & Submission Verification (Consumer Banking)
- Banking Process & Procedures
- Client Acceptance & Review
- Customer Understanding (Consumer Banking)
- Processing
- Product Knowledge (Consumer Banking)
go to method of application »
To proactively manage a portfolio of retail clients by providing comprehensive, relationship-based banking solutions.
Key Responsibilities
- Establish, build and strengthen relationships with customers, based on mutual respect, to retain customers and gain word-of-mouth referrals.
- Ensure that customers are well informed with regards to lending application processes (e.g. vehicle finance, home loans, overdraft, credit card, personal loans, etc), credit maintenance processes (e.g. annual reviews) and account conduct expectations (e.g. minimum account balances, provision for debit orders and cheque payments, etc).
- Conduct a needs analysis with all new and existing customers to ensure that product opportunities identified are appropriate to meet the customer’s needs and priorities.
- Pro-actively identify cross-sell opportunities within own portfolio of customers to maximise life cycle opportunities.
- Pro-actively manage the portfolio to maximise revenue for the Bank (referring to fees, margins and sales), minimise costs and risks, whilst maintaining and entrenching the customer’s relationship with the Bank appropriately.
Qualifications
Additional Information
Behavioural Competencies:
- Checking Things
- Convincing People
- Developing Expertise
- Developing Strategies
- Embracing Change
- Establishing Rapport
- Examining Information
- Exploring Possibilities
- Following Procedures
- Generating Ideas
- Impressing People
- Interacting with People
- Inviting Feedback
- Meeting Timescales
- Pursuing Goals
- Seizing Opportunities
- Showing Composure
- Taking Action
- Team Working
- Thinking Positively
Technical Competencies:
- Application & Submission Verification (Consumer Banking)
- Banking Process & Procedures
- Client Acceptance & Review
- Customer Understanding (Consumer Banking)
- Processing
- Product Knowledge (Consumer Banking)
go to method of application »
To protect the reputation of the Bank and ensure that the Bank’s products and services, as well as the financial systems are not abused by money launderers, terrorist individuals and entities and / or sanctioned individuals/entities, by investigating transactions alerted by the system, conducting special reviews, rendering AML regulatory returns to the designated Regulators for the Bank, and driving the AML/CFT/CPF Compliance programme of the Bank in line with regulatory requirements.
- Investigation and management of workflow for all assigned alerts, that includes Money laundering, Financing of terrorist, sanctions and PEPs related within the established time frame as per prescribed regulatory requirements.
- Implement appropriate processes and procedures to effectively investigate and manage Money Laundering, Financing of terrorist, sanctions, Money/Value Transfer Services transactions such as MoneyGram and Western Union.
- Escalate pending request for information sent to business teams to Line Manager that could constitute a potential reputational risk to the Bank or allow a large loss to be incurred by the Bank.
- Complete assigned returns, daily, monthly, quarterly or biannually and submit for reviews by the line Manager within timelines or engage for proactively for extensions.
- Apply required knowledge of processes and systems and regulations in completing assigned FCC tasks from GFCC in South Africa within timelines.
- Complete and respond to the Regulators on every request received including requests from Nigerian Financial Intelligence Unit (NFIU) on the GoAML message portal.
Qualifications
- BSc in Social Science, Finance, Accounting or related field.
- Professional certification in relevant field can be an added advantage
Experience:
- 1-2 years Experience in similar role
Behavioural Competencies:
- Checking Things
- Documenting Facts
- Embracing Change
- Examining Information
- Following Procedures
- Interpreting Data
Technical Competencies:
- Client Knowledge
- Client Servicing
- Risk Awareness
- Risk Identification
Method of Application
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