Universal Banker (Level 1) - Western Cape, Paarl

Standard Bank Group; Paarl; On-site; ZAR 200,000 - 350,000; Full time

Job summary

A leading bank in South Africa seeks a results-driven Universal Banker to excel in sales, develop strategies, and ensure client satisfaction. The ideal candidate will possess essential banking qualifications and experience, focusing on driving growth and exceptional service in a dynamic banking environment.

Qualifications

• 3-5 years' experience in banking or financial services.
• FAIS qualifications in financial advisory roles.
• Strong sales background with proven results.

Responsibilities

• Drive sales growth by developing and executing strategies.
• Provide exceptional customer service to banking clients.
• Manage client account activities in a compliant manner.

Skills

Sales Target Achievement

Customer Service

Problem Solving

Education

Matric

National Certificate in Banking (NQF5)

Job description

Job Location : Western Cape, Paarl Deadline : June 16, 2025 Quick Recommended Links

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Job Description

• We're looking for a results-driven Universal Banker with a proven track record of exceeding sales targets. The successful candidate will be responsible for driving sales growth, developing and executing sales strategies, and providing exceptional customer service. 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

Essential Qualifications :

• Matric
• 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 :

• 3-5years’ 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