Universal Banker

Standard Bank Group; George; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Standard Bank Group, Riversdale branch, is seeking a FAIS-qualified professional to handle client inquiries and account activities for Personal, Prestige, and Private Banking clients. The role requires 3-4 years FAIS experience, NQF Level 5, and FAIS Representative certification.

You will work within established policies to ensure accurate, compliant service and timely processing of requests. We foster diversity and inclusion and support fair employment practices, inviting candidates from all

Qualifications

• NQF Level 5 FAIS qualification required.
• FAIS Representative certification required.

Responsibilities

• Take demand from Personal, Prestige and Private Banking clients for banking matters.
• Assess demand to act in a one-and-done manner compliant with client experience and legislative requirements.

Skills

FAIS Knowledge

Banking Processes

Client Acceptance

Processing

Product Knowledge

Checking Things

Developing Expertise

Developing Strategies

Education

NQF Level 5 FAIS

Job description

Location: ZA, WC, Riversdale, 22 Main Street

Business Segment: Personal & Private Banking

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

• NQF Level 5 (FAISRequired role)

Licenses & Certifications

FAIS Representative

Experience Required

• 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
• Banking Process & Procedures
• Client Acceptance & Review
• Processing
• Product and Services Knowledge

Additional Information

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.