The Universal Banker will be responsible for handling customer inquiries and transactional banking needs, such as account openings, debit order inquiries, and product information. The role demands an in-depth understanding of client requirements and delivering solutions in a one-touch, effective manner. This position also includes cross-selling and upselling banking products, consistently achieving sales targets, and ensuring compliance with regulatory requirements (e.g., FAIS). The successful candidate will also contribute to revenue growth through new client acquisition and relationship management while upholding banking standards and exceptional service delivery.
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Universal Banker (Level 1)
Employer / Company
Standard Bank Group
Archived job advert. This original notice is retained for reference. Applications through this advert are closed.Browse current jobs.
Description (Public)
Duties, Roles and Responsibilities
Respond to and resolve client banking queries efficiently and in compliance with regulations
Open accounts and process transactional requests for Personal, Prestige, and Private Banking clients
Cross-sell and upsell relevant banking products and services
Drive revenue growth through the generation of new business and effective client engagement
Provide accurate product knowledge and support in line with banking standards
Ensure full compliance with FAIS and related banking legislation
Maintain excellent client relationships through proactive service and support
Contribute to team goals and branch performance targets
Qualifications, Education and Competencies
Qualifications:
Matric Certificate
National Certificate in Banking (NQF 5 FAIS-recognized qualification or higher)
Experience:
3–5 years’ experience in banking or financial services
Strong track record in financial advisory and sales roles
Proven experience in meeting and exceeding sales targets
Knowledge of banking operations and regulatory compliance
Experience with client relationship and transaction management
Behavioural Competencies:
Generating Ideas
Exploring Possibilities
Providing Insights
Adopting Practical Approaches
Convincing People
Technical Competencies:
Banking Processes & Procedures
Client Acceptance & Review
Application & Submission Verification (Consumer Banking)
Customer Understanding (Consumer Banking)
Product Knowledge (Consumer Banking)
Application status
This is an archived notice. Applications through this advert are closed.
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