Banking Client Advisor: Service, Compliance & Growth

Standard Bank Group; Noord-Kaap; On-site; ZAR 240,000 - 320,000; Full time

Job summary

Standard Bank Group in South Africa is seeking a FAIS-compliant client service professional to respond to enquiries across Personal, Prestige, and Private Banking. You will resolve requests accurately, promote products, and ensure compliant onboarding and documentation.

The role emphasizes high-quality service delivery, risk awareness, and adherence to regulatory standards while driving business development and customer satisfaction.

Qualifications

• National Certificate in Banking (NQF 5) or higher; FAIS-aligned qualification in Banking, Finance, Business, or related field.
• FAIS Representative status is required, in line with FSCA Fit and Proper requirements.

Responsibilities

• Serve as a primary point of contact for client enquiries across products and account activities, providing accurate, timely resolution across branch, voice, and digital channels.
• Deliver service excellence by resolving client demands in a one-and-done manner while adhering to FAIS, KYC, POPI, and internal risk and compliance standards.
• Identify and act on client needs during interactions by promoting appropriate products, services, and digital channels, contributing to sales growth and client satisfaction.
• Open, amend, transfer, and close accounts in line with laid-down procedures, ensuring accurate onboarding, mandates, and documentation.
• Understand and manage risk by assessing account conduct, client information, and supporting documentation, escalating matters outside mandate where required.
• Educate clients on banking processes, self-service channels, and their rights and obligations under the Code of Banking Practice.

Education

National Certificate in Banking (NQF 5) or higher; FAIS-aligned qualification in Banking, Finance, Business, or related field

Job description

Standard Bank Group in South Africa is seeking a FAIS-compliant client service professional to respond to enquiries across Personal, Prestige, and Private Banking. You will resolve requests accurately, promote products, and ensure compliant onboarding and documentation.

The role emphasizes high-quality service delivery, risk awareness, and adherence to regulatory standards while driving business development and customer satisfaction.