Prestige Banking Relationship Banker
Standard Bank
Somerset West, Western Cape
This listing does not state a salary. As a guide, customer service roles in South Africa typically pay R7 000 to R17 000 a month (indicative).
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Job description
Job Overview Business Segment: Personal & Private Banking Company: Standard Bank of South Africa Location: ZA, Western Cape, Somerset West, Standard Bank Helderberg, Shop 1, Somerset Mall, Value Ring Road Job Type: Full-time Job Ref ID: 80264910A-0002 Date Posted: 8/31/2026 Save Job Apply Now Job Description To acquire, service and retain clients within the Prestige Banking segment by delivering exceptional relationship management, conducting structured needs analyses and deepening product uptake across lending, transactional and digital banking. The role focuses on proactive portfolio growth, quality client engagement, and the identification of 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 efficiently across digital, voice and branch channels, ensuring fast turnaround and a seamless client experience
- Uphold governance and compliance standards by completing all AML, KYC, due diligence, arrears management and regulatory requirements on time Qualifications
- Bachelor’s Degree in Commerce, Banking, Finance or related field or Advanced Diploma (NQF 7) FAIS-recognised qualification
- Valid driver’s licence and mobility to travel to client sites
Experience Required:
- 2 years total banking experience, with 1 to 2 years FAIS-related experience in a physical, virtual or voice branch environment
- Proven experience in relationship banking, managing a personal, prestige or affluent client portfolio
- Exposure to wealth management, investment consulting, or financial planning referral environments
- Demonstrated ability to grow a portfolio, drive product entrenchment (lending, transactional and digital) and retain clients
- Experience working across multi-channel environments to action client requests, manage credit applications and resolve service gaps
Behavioral Competencies:
- Articulating Information
- Challenging Ideas
- Conveying Self-Confidence
- Convincing People
- Developing Expertise
Technical Competencies:
- Banking Process & Procedures
- Client Knowledge
- Client Retention & Client Servicing
- Customer Understanding ( Consumer Banking)
- Risk Awareness & Risk Identification Additional Information
Save Job Apply Now Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or TransactionFraudOpsSA@standardbank.co.za
Found on Indeed · Posted 1 months ago · Last checked 4 weeks ago
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What does this customer service job pay?
This listing does not state a salary. As a guide, customer service roles in South Africa typically pay R7 000 to R17 000 a month (indicative).
Do I need experience for customer service jobs in Somerset West?
Many customer service roles in Somerset West are open to candidates with little or no experience. Read the listing for its exact requirements.
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Found on Indeed · Posted 1 months ago
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