Universal Banker

Standard Bank Group; Cape Town; On-site; ZAR 360,000 - 480,000; Full time

Job summary

Standard Bank Group in Cape Town seeks a results-driven Universal Banker to drive sales growth, execute sales strategies and deliver exceptional customer service. You will handle requests from Personal, Prestige and Private Banking clients, ensuring FAIS compliance and accurate account actions.

The role requires a strong sales background, 3-5 years in banking, and solid knowledge of banking operations and client relationship management.

Qualifications

• National Certificate in Banking (NQF5 FAIS-recognized qualification or above) required.
• 3-5 years’ experience in banking or financial services with FAIS qualifications and financial advisory roles.
• Proven sales record with cross-selling and upselling banking products.

Responsibilities

• Drive sales growth and develop sales strategies.
• Handle demand from Personal, Prestige and Private Banking clients for banking matters.
• Open accounts, provide statements, and manage debit order information in a one-and-done manner.
• Ensure FAIS-compliant client interactions and regulatory adherence.
• Deliver exceptional customer service and build client satisfaction.

Skills

Sales

Customer service

FAIS knowledge

Banking operations

Account management

Regulatory compliance

Problem solving

Cross-selling

Education

National Certificate in Banking (NQF5 FAIS-recognized)

Job description

Location: ZA, Western Cape, Cape Town, Thibault Square Cnr Hans Strydom, Long St, Cape Town City Centre

Business Segment: Personal & Private Banking

We're looking for a results-driven Universal Banker with a proven track record of exceeding sales targets. The successful candidate will be responsible for driving sales growth, developing and executing sales strategies, and providing exceptional customer service. 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 what matters to the client within product and legislative (e.g., FAIS) parameters.

Qualifications

• National Certificate in Banking (NQF5 FAIS-recognized qualification or above), demonstrating a solid foundation in banking practices, financial services, and industry standards. This qualification ensures a high level of competency in financial advisory and intermediary services, in line with regulatory requirements.

Required Experience:

• 3-5years’ experience in banking or financial services, with a focus on FAIS qualifications and financial advisory roles.
• Proven and strong sales background, consistently achieving or exceeding sales targets through effective cross-selling and upselling of banking products (e.g., loans, credit cards, mortgages, savings, and investment solutions).
• Demonstrated success in generating new business, building a robust sales pipeline, and driving revenue growth in a branch banking or contact centre environment.
• In-depth knowledge of banking operations including account management, transaction processing, and client relationship management.
• Strong understanding of banking products, policies, and regulatory compliance.
• Excellent problem-solving skills with a focus on delivering exceptional customer service and ensuring client satisfaction.

Additional Information

• Generating Ideas
• Exploring Possibilities
• Providing Insights
• Adopting Practical Approaches
• Banking Process & Procedures
• Client Acceptance & Review
• Product Knowledge (Consumer Banking)

Our Commitment to Diversity, Equity and Inclusion

Standard Bank Group is committed to fair and inclusive employment practices. We aim to build a workforce that reflects the diversity of the communities we serve and welcome applications from candidates of all backgrounds, including people with disabilities. We strive to create an environment where everyone has an equal opportunity to contribute and grow.