Universal Banker (Level 1)

Standard Bank Group; Johannesburg; On-site; ZAR 180 000 - 250 000; Full time

Job summary

A leading financial services group in Johannesburg is seeking a Universal Banker to manage banking demands from clients, ensuring compliance and customer satisfaction. The ideal candidate will have a Matric and FAIS qualification with 2-3 years of customer service experience, along with sales skills. This full-time position requires commitment to delivering exceptional client experiences.

Qualifications

• 2–3 years of customer-service experience in banking or financial services.
• 1 year of sales or relationship-building experience.

Responsibilities

• Take demands from Personal, Prestige and Private Banking clients.
• Deliver client account activities accurately and efficiently.

Skills

Customer service

Sales experience

Client understanding

Product knowledge

Education

Matric qualification

FAIS qualification at NQF Level 5

Job description

Company Description

Standard Bank Group is a leading Africa‑focused financial services group and an innovative player on the global stage. We offer a variety of career‑enhancing opportunities and the chance to work alongside some of the sector’s most talented, motivated professionals. We serve a diverse client base that ranges from individuals and small businesses to high net worth families and large multinational corporates. Our focus is on creating growth in Africa by delivering true, meaningful value to our clients, the communities we serve, and to our employees. We are passionate about building purpose and real impact.

Job Description

As a Universal Banker you will take demand from Personal, Prestige and Private Banking clients for banking matters including product questions and client account activities (e.g., opening relevant accounts, statements, debit order information). You will form an accurate assessment of that demand and act on it in a one‑and‑done manner, consistently delivering in line with client experience, product and legislative (e.g., FAIS) requirements.

Minimum Qualifications

• Matric qualified with a completed FAIS qualification at NQF Level 5
• Relevant regulatory experience (RE 5) advantageous

Experience Required

• 2–3 years of customer‑service experience in banking, insurance, financial services or client‑services environments
• 1 year of sales or relationship‑building experience

Behavioural Competencies

• Generating Ideas
• Exploring Possibilities
• Providing Insights
• Adopting Practical Approaches
• Articulating Information

Technical Competencies

• Client Understanding
• Product Knowledge
• Application and Submission Verification
• Processing
• Client Acceptance and Review

Seniority level

• Entry level

Employment type

• Full‑time

Job function

• Finance and Sales

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