Universal Banker

2 weeks ago

Cape Town, South Africa Standard Bank Group Full time
Job title : Universal Banker (Level 1) - Cape Town, Shop 73, AZ Berman DrJob Location : Western Cape, Cape TownDeadline : December 18, 2024Quick Recommended Links
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Job Description

  • The Universal Banker (Level 1) is a key position within our banking institution, taking demand from Personal, Prestige, and Private Banking clients. This role requires a well-rounded and experienced sales professional who can deliver expert banking services while driving sales growth. The Universal Banker (Level 1) will manage various banking transactions and foster long-term relationships by offering tailored solutions to meet clients’ evolving financial needs.
  • As a key contributor to both client retention and sales generation, this role requires a combination of exceptional customer service, sales expertise, and knowledge of banking products. The ideal candidate will be proactive in identifying sales opportunities, such as cross-selling and upselling products that meet clients’ financial needs.

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:

  • 1-2 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.

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