Universal Banker

Standard Bank Group; KwaZulu-Natal; On-site; ZAR 300,000 - 460,000; Full time

Job summary

Standard Bank Group is seeking a client-focused adviser to handle banking matters for Personal, Prestige and Private Banking clients. You will assess requests accurately and act in line with client experience, product knowledge and FAIS requirements.

The role requires 3-4 years of FAIS-qualified experience, with preference for branch banking or contact centre exposure and solid understanding of bank processes, policies and products. Supervisory support available if FAIS experience is lacking.

Qualifications

• 3-4 years relevant FAIS qualification and experience.
• If no FAIS experience, would need to operate under supervision.
• Experience in branch banking or contact centre environment with good understanding of bank processes, policies and products.

Responsibilities

• To take demand from Personal, Prestige and Private Banking clients for banking matters and assess accordingly to act in a one-and-done manner meeting client experience and FAIS requirements.

Skills

Client interaction

Banking knowledge

Compliance awareness

Team collaboration

Process adherence

Education

Secondary/High school/Matric/Relevant National Diploma

Job description

• 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/Relevant 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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