Universal Banker-Sales Consultant

Standard Bank Group; KwaZulu-Natal; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services group in KwaZulu-Natal is seeking an experienced client services representative to manage banking matters for Personal, Prestige, and Private Banking clients. The ideal candidate should have 2-3 years of experience in customer service within banking and a valid driver's license. This role emphasizes efficient handling of client requests and adherence to compliance standards.

Qualifications

• 2 - 3 years' customer service experience in banking or financial services.
• 1 year of experience in sales.
• A valid driver's license is essential.

Responsibilities

• Handle client demand for banking matters efficiently.
• Provide accurate assessments of client needs.
• Ensure compliance with product and legislative requirements.

Skills

Customer service skills

Sales skills

Client understanding

Education

Matric coupled with a completed FAIS qualification 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, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

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 Qualifications

• Matric coupled with a completed FAIS qualification NQF Level 5
• RE 5 - advantageous

Experience Required

• 2 - 3 years' customer service experience in banking/insurance/financial services/client services environment
• 1 year experience in sales
• A Valid Drivers License is an essential requirement

Additional Information

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
• Sales Focus