Latest Job Vacancy At Barclays Bank South Africa



Latest Job Vacancy At Barclays Bank South Africa

At Barclays, we recruit based on merit and are committed to promoting diversity throughout our organisation
Barclays moves, lends, invests and protects money for customers and clients worldwide. With over 300 years of history and expertise in banking, we operate in over 50 countries and employ over 140,000 people.

Role: Leads Generator

Overall Role Purpose
Key Accountabilities

To achieve agreed sales targets in line with the business objectives through pro-active selling of Bank’s consumer lending/ Retail asset and credit card products.

Resources Under Control
For MD/D roles all mandatory fields to be completed (see guidance notes)
Direct reports

Indirect reports

Resources (e.g. budget control, size of operations under control)

Decision Authorities – key decision rights that enable the role holder to act with legitimacy and credibility
Authority level and limits (what does the role holder have authority to decide on)

Knowledge and Competence
Market Knowledge and innovation

Accountability: Sales to Retail customers with operational rigour and compliance with KYC requirements: (90%)

Deliver exceptional sales performance by identifying and meeting customer needs through selling & cross selling of Bank’s consumer lending products.
Provide direct “hands on” sales support (quality lead generation and effective follow up) to generate and convert quality leads into sales.
Participate in sales campaigns to meet specific targets.
Maintain own sales performance statistics for management information usage.
Submit completed application forms of different products in line with Bank policies and requirements and submit to Team Leader for review
Check correctness of each new account application, loan document, Barclaycard application and all other customer documents
Comply with general Operational risk & Rigour requirements e.g. Health & Safety standards and security of premises, KYC and anti-money laundering regulations
Ensure accuracy of each new account application, loan document, Barclaycard application and all other customer documents. Lead Generators (LGs) are held personally accountable for accuracy and quality of these and supporting documents that they complete and submit.

Customer Service 5%
Provide excellent customer service in line with Barclays values
Own customer queries and complaints around account opening, loans and card applications and resolve in a timely manner. Escalate any unresolved queries, or queries not resolved in a short period of time to the Line Manager.
Build relationships with internal service providers (Operations and the KYC Helpdesk) to ensure a quick turnaround time of escalated queries and complaints.
Advise customers as soon as new loans are approved and encourage draw-downs on the new loans
Open scheme loan accounts referred by the Scheme Loans Relationship Managers
Technical Experience and Capability 5%
Share knowledge and experience with other Lead Generator in the team.
Agree annual performance objectives with the Team Leader, including specific sales targets.
Pursue continued improvement in personal development by participating in development programmes and training preferred
Risk, Governance and Regulatory

“Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards. Understand and manage risks and risk events (incidents) relevant to the role.”
Key Success Measures / Key Performance Indicators

Experience and Qualifications

Good verbal and written communication
Good selling / influencing skills
Presentation skills
Listening skills

Knowledge & Expertise:
Education and Experience Required
Based on market / country requirements
Minimum of diploma OR equivalent
Experience of competitor products sales advantage

Communication and Interaction required:
Staff in own area (manager, subordinates, colleagues)
Staff outside own area
Internal customers (other than staff in own area)
External Customers
Knowledge & Skills: (Maximum of 6)
Basic knowledge of the bank’s products and services advantage
Basic understanding of how the Bank operates advantage
Knowledge of local banking policies and laws
A Lead Generator needs to match customer needs to product and service offerings provided by the Bank, recognize sales opportunities and carry-out-pro-active selling. They should have the ability to close a sale.
Problem-solving around queries and complaints is largely prescribed.
A good understanding of overall Retail goals & objectives, including the outlet’s objectives growth of sales, cost control and income contribution.
A thorough understanding of the sales process
A working knowledge of the procedure manuals
A good working knowledge and understanding of relevant of legislation e.g KYC , Anti-Money laundering, banking code, service standards, health & safety standards etc.
A thorough knowledge of the bank’s internal departments, systems & procedures as well as risk & rigour requirements.
Some knowledge of competitor products and services offered to high net-worth customers.

Experience & Qualifications:
First degree or diploma or relevant experience in a front-line banking sales/marketing/service environment.
Role requires pro-active sales generation and the role holder will be required to spend a lot of time in the field making sales pitches to potential customers.
Competitor product sales experience

Development Information / Career Path
Key Learning and Development Features

Potential Next Career Development Steps

Role Profile Content Agreement (for Locally Regulated Approved roles only)
The role holder will be a Locally Regulated Approved Person and will be registered with the Local Regulating body in control function 29 – significant management function. The role holder must both initially and ongoing meet the ‘fit & proper’ criteria and standards necessary to be Local Regulator Approved.

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How To Apply:

Interested Applicant should APPLY HERE

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