Universal Banker (Level 1)

Standard Bank of South Africa Limited; Polokwane, Northam, Tzaneen, Burgersfort, Mokopane; On-site; ZAR 200 000 - 300 000; Full time

Job summary

Join a leading financial institution dedicated to providing exceptional service to Personal and Private Banking clients. In this role, you will engage with clients, addressing their banking needs and ensuring their demands are met efficiently and effectively. You will leverage your expertise in banking processes while working under the FAIS framework. This position offers a fantastic opportunity to grow your career in a supportive environment that values client relationships and teamwork. If you are passionate about banking and eager to make a difference, this is the perfect opportunity for you to shine.

Qualifications

• 1-2 years experience in Personal and Private Banking.
• Relevant FAIS qualification is mandatory.

Responsibilities

• Handle banking inquiries from Personal and Private Banking clients.
• Ensure accurate assessment and understanding of client demands.

Skills

Client Coverage

Banking Processes

Interacting with People

Examining Information

Team Working

Education

NQF Level 5

FAIS Accredited Qualification

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 what matters to the client within product and legislative (e.g., FAIS) parameters.

Qualifications

Type of Qualification: NQF Level 5
Field of Study: FAIS Accredited

Experience Required

Client Coverage: Personal and Private Banking
Experience: 1-2 years
Relevant FAIS qualification and experience. If no FAIS experience, would then need to operate under supervision. Previous experience in branch banking or contact centre environment with good understanding of bank processes, policies and products.

Additional Information

• 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