Universal Banker (Level 1)

Standard Bank Group; City of Johannesburg Metropolitan Municipality; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading banking institution in Johannesburg is seeking a dedicated professional to manage client inquiries and account activities. The ideal candidate should have a strong background in personal and private banking with 3-4 years of experience, alongside relevant FAIS qualifications. A focus on customer service and understanding of banking processes is essential. This is a full-time role with a commitment to delivering exceptional client experiences.

Qualifications

• Relevant FAIS qualification and experience needed.
• 3-4 years in branch banking or contact centre.
• Good understanding of bank processes and products.

Responsibilities

• Handle banking inquiries from clients effectively.
• Deliver on client expectations in a timely manner.
• Understand and act on client needs comprehensively.

Skills

Sales Experience

Presentation Skills

Customer Service

Financial Acumen

Math

Upselling

Education

NQF Level 5 or above

Secondary / High school / A levels / Matric

Job description

Overview

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

Type of Qualification: Secondary / High school / A levels / Matric

Field of Study: NQF Level 5 or above

Licenses & Certifications: FAIS Representative

Experience

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.

Additional Information

Behavioural Competencies:

• Checking Things
• Convincing People
• Developing Expertise
• Developing Strategies
• Embracing Change
• Establishing Rapport
• Examining Information
• Exploring Possibilities
• Following Procedures
• Generating Ideas
• Impressing People
• Interacting with People
• Inviting Feedback
• Meeting Timescales
• Pursuing Goals
• Seizing Opportunities
• Showing Composure
• Taking Action
• Team Working
• Thinking Positively

Technical Competencies

• Application & Submission Verification (Consumer Banking)
• Banking Process & Procedures
• Client Acceptance & Review
• Customer Understanding (Consumer Banking)
• Processing
• Product Knowledge (Consumer Banking)

Remote Work

Employment Type: Full-time

Key Skills

Sales Experience, Presentation Skills, Financial Services, Customer Service, Financial Acumen, Fraud, Math, Banking, Upselling, Cash Handling, RMF

Experience

Years

Vacancy

1