Universal Banker (Level 1)

Standard Bank Group; Virginia; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial institution in Free State is seeking a dynamic banking professional to assist Personal Prestige and Private Banking clients with their banking needs. The role involves addressing product inquiries and account activities, with an expectation of providing efficient and high-quality service. Candidates must have NQF Level 5 qualifications and 3-4 years of relevant sales experience. Strong communication and analytical skills are essential. The position is full-time, based in Virginia, with no remote work options.

Qualifications

• Minimum qualification required is NQF Level 5 aligned with FAIS.
• Proven track record of exceeding sales targets.
• 3-4 years of sales and service experience required.

Responsibilities

• Advise Personal Prestige and Private Banking clients on banking matters.
• Open relevant accounts and provide clients with account information.
• Assess client demands accurately to provide one-and-done solutions.

Skills

Sales Experience

Excellent verbal and written communication skills

Strong analytical and problem-solving abilities

Proficiency in Microsoft Office suite

Customer relationship management systems

Education

NQF Level 5 (FAIS aligned)

Job description

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

• Minimum Qualification: NQF Level 5 (FAIS aligned)

Experience Required

• Client Coverage
• Personal and Private Banking
• 3-4 years sales and service 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
• Proven track record of meeting and exceeding sales targets
• Experience with customer relationship management systems

Skills and Competencies

• Excellent verbal and written communication skills
• Strong analytical and problem-solving abilities
• Proficiency in Microsoft Office suite particularly Excel
• Ability to work effectively in a fast-paced team-oriented environment
• Strong attention to detail and accuracy in financial transactions
• Excellent time management and organisational skills

Behavioural Competencies

• Developing Expertise
• Developing Strategies
• Embracing Change
• Establishing Rapport
• Examining Information

Technical Competencies

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

Remote Work: No

Employment Type: Full-time

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

Vacancy: 1