The Transactional Banker forms part of the Wealth portfolio which serves as the single point of contact in solutioning for the complex needs of our Wealth clients. The role requires a solid understanding of Transaction Banking solutions and the ability to analyze existing client portfolios to identify opportunities for revenue retention, upselling, and cross-selling. It involves conducting client analytics, understanding client needs within Cash, Trade, or Investor Services solutions, and collaborating with internal product, implementation, and service teams to deliver appropriate banking solutions.
The individual serves as a point of contact for clients, assisting in managing relationships, addressing concerns, and ensuring successful implementation of solutions. They are responsible for preparing client proposals and pitches, maintaining accurate client information in Salesforce, managing deal pipelines, and monitoring revenue performance against plans. A strong focus is placed on client satisfaction, commercialization of products, and achieving sales and revenue targets.
Job Summary
- Employer: Standard Bank
- Job Type: Full-time
- Location: Windhoek, Namibia
- Category: Banking
- Closing Date: 2026-09-28
Key Responsibilities
- Analyses and understands existing clients, looking for ways to maintain revenue within allocated portfolio
- Review and analyse the client portfolio to identify potential upsell opportunities.
- Acts as the primary contact for on-going client concerns, negotiations and prioritization, ensuring all deal pipeline deadlines are met to enable accurate projections. Communicates with the deal team, and captures commercial terms and mandates on the system.
- Manage all implementation documentation requirements to meet time deadlines (solutions set as part of the solution framework)
- Prioritise and manage own work to deliver assigned tasks and take responsibility for own development and career progression to consistently deliver work and meet agreed targets.
Requirements
- Advanced Diploma/Bachelor’s Degree NQF 7 in banking related fields (Commerce, Finance, etc)
- 3-5 years’ experience.
- Experience in sales, service, relationship management, credit applications and financial acumen (i.e., proven sales track record in the financial services industry.)
How to Apply
About the Company
Standard Bank Namibia is a prominent financial institution operating across Namibia, offering a comprehensive suite of banking and financial services. As a key subsidiary of the broader Standard Bank Group, it leverages regional expertise to serve individuals, businesses, and corporate clients within the country. The bank plays a vital role in Namibia's economic development, supporting various sectors through its extensive network of branches, ATMs, and digital banking platforms. Committed to local prosperity, Standard Bank Namibia continually aims to provide innovative solutions tailored to the unique needs of the Namibian market.
It Can Be.
Frequently Asked Questions
What qualifications are typically required for a Transactional Banker role in Private Banking in Namibia?
A bachelor's degree in Commerce, Business Studies, or a related field is typically required. Professional certifications such as a CFA or FRM can be advantageous. Relevant banking experience is also highly valued.
What are the common day-to-day responsibilities of a Transactional Banker in Private Banking?
As a Transactional Banker, your day-to-day responsibilities will include managing client relationships, processing transactions, and providing financial solutions to private banking clients. You will also be responsible for maintaining up-to-date knowledge of financial products and services. Additionally, you may be required to handle client queries and resolve issues promptly.
What is the local work culture and expectations for this role in Namibia?
In Namibia, the work culture for banking professionals is generally formal and professional. You can expect to work standard banking hours, with some flexibility to accommodate client needs. Strong communication and interpersonal skills are essential for success in this role, as you will be working closely with clients and colleagues.
What are the typical career progression and growth paths for a Transactional Banker in Private Banking?
With experience, Transactional Bankers can progress to senior roles such as Relationship Manager or Portfolio Manager. Alternatively, they may choose to specialize in a particular area of private banking, such as investment advisory or credit management. Career advancement opportunities will depend on individual performance and business needs.
What typical benefits can I expect as a Transactional Banker in Private Banking in Namibia?
As a Transactional Banker, you can expect to receive a range of benefits, including a competitive salary, medical aid, pension scheme, and annual leave. Other benefits may include bonuses, flexible working arrangements, and professional development opportunities. The specific benefits will vary depending on the employer and individual circumstances.
How do I apply for a Transactional Banker role in Private Banking in Namibia and what do employers look for?
To apply for a Transactional Banker role, you will typically need to submit a CV and cover letter, highlighting your relevant experience and qualifications. Employers in Namibia look for candidates with strong communication and interpersonal skills, as well as a good understanding of financial products and services. A tailored application that showcases your skills and experience will increase your chances of success.
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