Universal Banker (Level 1)

Full job description

Job Overview

Business Segment: Personal & Private Banking

Location: ZA, WC, Hermanus, R43

Job Type: Full-time

Job Ref ID: 80441993A-0001

Date Posted: 6/6/2025

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

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:

3-5 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

Behavioural Competencies

Generating Ideas

Exploring Possibilities

Providing Insights

Adopting Practical Approaches

Convincing People

Technical Competencies

Banking Process & Procedures

Client Acceptance & Review

Application & Submission Verification (Consumer Banking)

Customer Understanding (Consumer Banking)

Product Knowledge (Consumer Banking)

Industries:Banking

Function: Accounting and Finance