Universal Banker (Level 1)

Standard Bank Group; Reitz; On-site; ZAR 250 000 - 400 000; Full time

Job summary

A leading financial services group in Africa is seeking a dedicated professional for client coverage in Personal, Prestige, and Private Banking. The role involves addressing client inquiries, ensuring compliance with banking regulations, and delivering exceptional client experiences. Candidates should have a strong background in banking and sales, with a minimum NQF Level 5 qualification.

Qualifications

• 3-4 years sales and service experience required.
• Experience in branch banking or contact centre environment.

Responsibilities

• Handle client inquiries and account activities.
• Ensure compliance with product and legislative requirements.

Skills

Client Coverage

Personal and Private Banking

Sales and Service Experience

Understanding of Bank Processes

Education

NQF Level 5 (FAIS aligned)

Job description

Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description

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

Minimum Qualification:

• NQF Level 5 (FAIS aligned)

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.

Additional Information

Behavioural Competencies:

• Checking Things
• Developing Expertise
• Developing Strategies
• Embracing Change
• Establishing Rapport

Technical Competencies:

• Application & Submission Verification (Consumer Banking)
• Banking Process & Procedures
• Client Acceptance & Review
• Customer Understanding & Product Knowledge (Consumer Banking)
• Processing