Universal Banker

Standard Bank Group; Durban; Vor Ort; ZAR 280.000 - 360.000; Vollzeit

Zusammenfassung

Standard Bank Group in Durban is seeking a FAIS-qualified professional to handle client banking requests across Personal, Prestige and Private Banking, ensuring accurate assessment and compliant action. You will manage requests from opening accounts to statements within FAIS and policy boundaries.

The role requires 3-4 years of FAIS experience, with branch banking or contact centre exposure. This is a full-time position based in Durban, working within our Personal & Private Banking teams.

Qualifikationen

• 3-4 years FAIS qualification and experience.
• Face-to-face or contact centre banking experience preferred.

Aufgaben

• Take demand from Personal, Prestige and Private Banking clients for banking matters.
• Assess demand accurately and act in a one-and-done manner aligned with FAIS requirements.

Kenntnisse

Banking processes

Client acceptance & review

Processing

Product knowledge (Consumer Banking)

Developing expertise

Thinking positively

Ausbildung

Secondary/High school/Matric/National Diploma

Jobbeschreibung

• Business Segment: Personal & Private Banking

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

• Secondary/High school/Matric/National Diploma
• Licenses & Certifications: FAIS Representative

Experience Required:
Client Coverage
Personal and Private Banking
3-4 years Relevant FAIS qualification and 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.

• Checking Things
• Developing Expertise
• Developing Strategies
• Examining Information
• Exploring Possibilities
• Following Procedures
• Generating Ideas
• Impressing People
• Interacting with People
• Inviting Feedback
• Pursuing Goals
• Showing Composure
• Taking Action
• Team Working
• Thinking Positively
• Banking Process & Procedures
• Client Acceptance & Review
• Processing
• Product Knowledge (Consumer Banking)

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