Standard Bank Group

Financial Services

PrestigeBankingRelationshipBanker

worcester, massachusetts, united states FULL TIME
The Brief

“Prestige Banking Relationship Banker at Standard Bank Group. Skills: Relationship Management, Portfolio Growth, Client Engagement, Wealth Management, Investment Consulting. 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”

What You'll Achieve.

proactive portfolio growth; quality client engagement; identification of wealth, investment and fiduciary opportunities; deepening product uptake across lending, transactional and digital banking

Industry & Context.

Financial Services
Eligibility Requirements

Valid driver’s licence and mobility to travel to client sites

What They're Looking For.

Must Have

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, 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, 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

Nice to Have

Exposure to wealth management, investment consulting, or financial planning referral environments

What You'll Do.

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

digital and rewards solutions

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

arrears management and regulatory requirements on time

How You'll Work.

Team & Collaboration

collaboration with specialist teams

Communication Scope

Articulating Information

Free ATS check

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