Universal Banker

Standard Bank Group; Tugela Ferry, Pietermaritzburg; Remote; ZAR 240,000 - 320,000; Full time

Job summary

Standard Bank Group is seeking a customer-focused FAIS Representative to handle queries from Personal, Prestige and Private Banking clients. You will assist with account activities, product information and regulatory requirements, aiming for one-call resolution.

Applicants should have a FAIS qualification, high school education, and 3–4 years in client coverage within banking. Branch or contact centre experience is advantageous, and the role emphasizes accuracy, compliance and customer service

Qualifications

• FAIS qualification and experience required.
• Branch banking or contact centre experience preferred.
• Solid knowledge of banking processes, policies and products.

Responsibilities

• Handle demand from Personal, Prestige and Private Banking clients for banking matters and act in a one-call resolution.
• Assess and understand client needs to provide accurate information and next steps.
• Ensure compliance with FAIS and banking regulations in all interactions.
• Provide product information and assist with account activities as needed.

Skills

Customer service

Attention to detail

Communication

Education

Secondary/High school

FAIS Certification

Job description

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

• 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)

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.