Team Leader, Universal Banking

Standard Bank Group; Knysna; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading financial institution in Knysna is seeking a dedicated individual to manage and develop a banking team. The role involves providing strategic direction, ensuring compliance, and driving customer satisfaction. Ideal candidates will have substantial experience in Personal and Private Banking and a recognized banking qualification. This is a full-time position offering opportunities for professional growth within the financial services sector.

Qualifications

• Extensive experience in Personal and Private Banking, including managing client relationships.
• 57 years of proven front-line banking experience.
• Strong knowledge of retail and business banking products.

Responsibilities

• Provide strategic direction to align with organizational goals.
• Ensure adherence to regulatory requirements and operational efficiency.
• Develop strategies to enhance customer satisfaction and business growth.

Skills

Financial Services

Customer Service

Loan Applications

Customer Transactions

Sales Activities

Communication

Problem Resolution

Education

National Diploma (NQF6 FAIS recognized qualification)

Job description

To manage and develop a team and all other available resources (people, process and systems) within the branch to entrench a strong client‑focused culture that will enable high‑quality service to all customers.

Core Responsibilities

• Strategic Leadership and Team Development: Provide strategic direction to align with organizational goals, implement performance management systems, oversee training programs and foster a culture of continuous improvement.
• Operational Excellence and Compliance: Ensure adherence to regulatory requirements, manage resources effectively, streamline processes and mitigate risks while maintaining compliance and operational efficiency.
• Customer and Business Growth Focus: Develop strategies to enhance customer satisfaction, analyze market trends for growth opportunities and represent the branch in high‑level engagements to achieve financial and performance targets.

Qualifications

• National Diploma (NQF6 FAIS recognized qualification)

Required Experience

• Extensive experience in Personal and Private Banking, including managing client relationships, delivering tailored banking solutions and meeting diverse client needs.
• 57 years of proven front‑line banking experience with expertise in client interactions, transaction management, compliance and resolving complex queries.
• Strong knowledge of retail and business banking products, cross‑selling strategies and advising clients on achieving financial goals through tailored solutions.
• Experienced in leading and managing sales teams, including setting targets, driving performance, coaching and implementing sales strategies to achieve organizational objectives.

Behavioural Competencies

• Articulating Information & Providing Insights
• Challenging Ideas & Convincing People
• Following Procedures
• Generating Ideas
• Making Decisions & Producing Output
• Showing Composure
• Understanding People

Technical Competencies

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

Additional Information

Remote Work: No

Employment Type: Full‑time

Key Skills: Financial Services, Customer Service, Loan Applications, Customer Questions, Financial Needs, Bank Products, Customer Transactions, Communication, Customer Relationships, Sales Activities, Referral Goals, NMLS, Problem Resolution, Sales Goals, Account Opening

Experience: years

Vacancy: 1