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, Private Banking role in Namibia?
A bachelor's degree in a relevant field such as commerce, business studies, or finance is typically required. Professional certifications like CFA or FRM can be advantageous. Relevant experience in banking or financial services is also essential.
What are the common day-to-day responsibilities of a Transactional Banker, Private Banking in Namibia?
As a Transactional Banker, Private Banking, your day-to-day responsibilities will include managing and advising on financial transactions, providing wealth management solutions, and building relationships with high-net-worth clients. You will also be responsible for identifying and meeting client needs, and providing tailored financial solutions. Transactional tasks such as payments, settlements, and reconciliations will also be part of your duties.
What is the local work culture and expectations for this role in Namibia?
In Namibia, the work culture for a Transactional Banker, Private Banking is expected to be professional, customer-focused, and results-driven. You will be expected to work closely with clients and colleagues to achieve business objectives, and to adhere to regulatory requirements and industry standards. Strong communication and interpersonal skills are essential in this role.
What are the typical benefits for this role in Namibia?
Typical benefits for a Transactional Banker, Private Banking in Namibia may include a competitive salary, medical aid, pension scheme, and leave benefits. Other benefits may include opportunities for professional development and training, and a dynamic work environment. The specific benefits will vary depending on the employer and the individual's level of experience.
How do I apply for this role and what do employers in Namibia look for?
To apply for a Transactional Banker, Private Banking role in Namibia, you can search for job openings on company websites, job boards, or recruitment agencies. Employers typically look for candidates with relevant qualifications, experience, and skills, as well as a strong understanding of the banking industry and regulatory requirements in Namibia.
What are the realistic career progression paths for a Transactional Banker, Private Banking in Namibia?
With experience, a Transactional Banker, Private Banking in Namibia can progress to senior roles such as Relationship Manager, Portfolio Manager, or Head of Private Banking. Alternatively, you may choose to specialize in a particular area such as wealth management or investment banking. Career progression will depend on individual performance, skills, and interests.
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