Universal Banker (Level 1)

Standard Bank Group; Virginia; Hybrid; USD 50,000 - 70,000; Full time

Job summary

Standard Bank of South Africa in Virginia, Minnesota is seeking a professional to engage with Personal and Private Banking clients. This role involves addressing banking inquiries and ensuring service delivery aligns with client experience and legislative requirements. Candidates should have 3-4 years in sales and service roles, excellent communication skills, and a solid understanding of banking processes. Strong analytical and problem-solving abilities are essential for success in this position.

Qualifications

• 3-4 years sales and service experience; if no FAIS experience, would need to operate under supervision.
• Experience in branch banking or contact centre environment with understanding of bank processes.

Responsibilities

• Act on banking demands for Personal, Prestige, and Private Banking clients.
• Deliver service in line with client experience, product, and legislative requirements.

Skills

Client Coverage

Excellent verbal and written communication skills

Strong analytical and problem-solving abilities

Proficiency in Microsoft Office suite, particularly Excel

Strong attention to detail and accuracy in financial transactions

Excellent time management and organisational skills

Tools

Customer relationship management systems

Job description

Business Segment: Personal & Private Banking

Company: Standard Bank of South Africa

Location: ZA, Free State, Virginia, Virginia

To take demand from Personal, Prestige and Private Banking clients for banking matters ranging from product questions to client account activities (e.g., opening of relevant accounts, statements, debit order information, etc.), whilst forming an accurate assessment and understanding of that demand in order to act on it in a one-and-done manner that consistently delivers in line with client experience, product and legislative (e.g., FAIS) requirements.

Qualifications

Experience Required:

• Client Coverage
• Personal and Private Banking
• 3-4 years sales and service experience. If no FAIS experience, would then need to operate under supervision
• Experience in branch banking or contact centre environment with good understanding of bank processes, policies and products
• Proven track record of meeting and exceeding sales targets
• Experience with customer relationship management systems

Skills and Competencies

• Excellent verbal and written communication skills
• Strong analytical and problem-solving abilities
• Proficiency in Microsoft Office suite, particularly Excel
• Ability to work effectively in a fast-paced, team-oriented environment
• Strong attention to detail and accuracy in financial transactions
• Excellent time management and organisational skills

Additional Information

• Developing Expertise
• Developing Strategies
• Examining Information
• Banking Process & Procedures
• Client Acceptance & Review