Universal Banker (Level 1)

Standard Bank Of South Africa Limited; Stellenbosch; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A leading financial institution is looking for a results-driven Universal Banker in Western Cape. The successful candidate will be responsible for driving sales growth and delivering exceptional customer service to Banking clients. Ideal applicants will have a National Certificate in Banking and a proven sales background with 3-5 years of experience in the financial services industry.

Qualifications

• 3-5 years of experience in banking or financial services.
• Strong background in sales with proven target achievement.
• In-depth knowledge of banking operations and compliance.

Responsibilities

• Drive sales growth and execute sales strategies.
• Handle queries and client account activities.
• Ensure exceptional customer service.

Skills

Sales target achievement

Customer service

Cross-selling banking products

Problem-solving

Education

National Certificate in Banking (NQF5)

Job description

Business Segment: Personal & Private Banking

We're looking for a results‑driven Universal Banker with a proven track record of exceeding sales targets to join our team in the Western Cape, specifically in Athlone, Franschhoek, Khayelitsha, Makhaza, and Mitchells Plain. The role is responsible for driving sales growth, developing and executing sales strategies, and providing exceptional customer service.

You will take demand from Personal, Prestige, and Private Banking clients for banking matters ranging from product queries to client account activities (e.g., opening of relevant accounts, statements, debit order information, etc.), while forming an accurate assessment and understanding of that demand.

Qualifications

National Certificate in Banking (NQF5 FAIS‑recognized qualification or above), demonstrating a solid foundation in banking practices, financial services, and industry standards.

This qualification ensures a high level of competency in financial advisory and intermediary services, in line with regulatory requirements.

Required Experience: 3‑5 years' experience in banking or financial services, with a focus on FAIS qualifications and financial advisory roles. Proven and strong sales background, consistently achieving or exceeding sales targets through effective cross‑selling and upselling of banking products (e.g., loans, credit cards, mortgages, savings, and investment solutions).

Demonstrated success in generating new business, building a robust sales pipeline, and driving revenue growth in a branch banking or contact centre environment. In‑depth knowledge of banking operations including account management, transaction processing, and client relationship management. Strong understanding of banking products, policies, and regulatory compliance. Excellent problem‑solving skills with a focus on delivering exceptional customer service and ensuring client satisfaction.

Additional Information

• Generating Ideas
• Exploring Possibilities
• Providing Insights
• Adopting Practical Approaches
• Banking Process & Procedures
• Client Acceptance & Review

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