Zimasa Kula

Manage and grow a portfolio of Prestige Banking clients through personalized relationship management.

Provide expert advice on banking products including investments, lending, savings, insurance, and transactional accounts.

Ensure exceptional service delivery in line with Standard Bank's service excellence standards.

Collaborate with internal specialists to meet complex client requirements.

Monitor client accounts, conduct annual financial reviews, and ensure compliance with regulatory standards.

Maintain high levels of confidentiality and integrity in managing client information and interactions.

Deliver excellent customer service by professionally handling customer queries, transactions, and product/service requests.

Educate customers on available banking products, digital channels, and self-service options to improve their banking experience.

Identify customer needs through effective questioning and offer appropriate financial solutions or refer to relevant specialists.

Drive sales by cross-selling and upselling relevant products such as accounts, loans, insurance, and investment solutions.

Assist customers with account information, transaction processing, and product/service usage guidance.

Identify and understand customer needs to recommend appropriate products or services, enhancing customer satisfaction and loyalty.

Manage and resolve customer complaints or issues professionally, ensuring a positive resolution and escalation when necessary.

Maintain accurate customer records and documentation in line with company policies and regulatory requirements.

Process customer transactions accurately and efficiently, including deposits, withdrawals, payments, and transfers.

Provide friendly, professional service while addressing customer inquiries and resolving issues at the teller counter.

Verify customer identification and ensure compliance with banking policies and regulatory requirements.

Maintain cash drawer with accuracy, balancing daily transactions and preparing cash reports.

Adhere to security procedures to safeguard cash and confidential customer information.