Prestige Banker – Client Services

About the role

We are looking for a Prestige Banker to handle client requests across a range of banking services, from product inquiries to account activities and personal account openings. The role requires delivering accurate, compliant solutions in a single interaction, ensuring client satisfaction while adhering to product and legislative guidelines such as FAIS.

Key responsibilities

• Process daily credit violation reports according to established procedures.
• Gather and analyse system data on value, variation and failures to support management reporting for Prestige Direct.
• Build partnerships with Business Banking stakeholders to drive growth and retention.
• Assist clients with credit applications, collecting required documentation such as asset statements and income proofs.
• Own each client demand, providing immediate responses or coordinating the completion of mandates and documentation for banking facilities.

Required profile

• Diploma in Banking, Commerce or a related field (NQF Level 6).
• 3‑4 years of banking experience, preferably in a physical, virtual or voice branch environment.
• Relevant FAIS qualification and practical FAIS experience.
• Ability to operate independently for intermediary services while adhering to supervision guidelines.

Required skills

• FAIS qualification.
• Account opening and maintenance procedures.
• Credit application processing and documentation verification.
• Understanding of banking processes, policies and products.
• Client servicing and risk identification.