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Description
Universal Banker (Level 1): Standard Bank
Job Overview
Date Posted
December 29, 2024
Location
Expiration date
January 31, 2025
Experience
1 Year
Qualification
Certificate/ Diploma
Job Description
Job Overview:
Business Segment: Personal & Private Banking
Location: Cape Town, Cavendish Street, ZA, WC
Job Type: Full-time
Job Ref ID: 80391728A-0001
Date Posted: 12/27/2024
Job Description:
The Universal Banker (Level 1) plays a crucial role in our banking institution, engaging with Personal, Prestige, and Private Banking clients. This position is designed for a versatile and experienced sales professional proficient in delivering expert banking services while actively driving sales growth.
The Universal Banker will manage various transactions and cultivate long-term relationships by offering customized solutions that adapt to clients’ changing financial needs.
As a vital contributor to client retention and sales generation, this role entails:
Providing exceptional customer service
Utilizing sales expertise to identify and act upon sales opportunities
Effectively cross-selling and upselling banking products to meet client financial needs
Qualifications:
Essential Qualifications:
Matric
National Certificate in Banking (NQF5 FAIS-recognized qualification or above): This qualification provides a robust knowledge base in banking practices, financial services, and industry standards, ensuring compliance and competency in advisory and intermediary services.
Required Experience:
1-2 years’ experience in banking or financial services, with a focus on FAIS qualifications and financial advisory roles.
Proven and impressive sales track record, consistently achieving or surpassing 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 strong sales pipeline, and driving revenue growth within a branch or contact center environment.
Comprehensive understanding of banking operations, including account management, transaction processing, and customer relationship management.
Strong grasp of relevant banking products, policies, and regulatory compliance.
Excellent problem-solving skills, dedicated to delivering exceptional customer service and ensuring high client satisfaction.
Additional Information:
Behavioural Competencies:
Generating Ideas
Exploring Possibilities
Providing Insights
Adopting Practical Approaches
Convincing People
Technical Competencies:
Banking Processes & Procedures
Client Acceptance & Review
Application & Submission Verification (Consumer Banking)
Customer Understanding (Consumer Banking)
Product Knowledge (Consumer Banking)
Note: Interested candidates are encouraged to apply and become part of a dynamic team focused on delivering exceptional banking experiences.