Job Overview
Business Segment: Personal & Private Banking
Location: ZA, WC, Cape Town, Raats Drive
Job Type: Full-time
Job Ref ID: 80414823A-0001
Date Posted: 12/13/2024
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.
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)
Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or
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