Universal Banker Level 1
Universal Banker Level 1
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
The Universal Banker (Level 1 position is a critical role within our financial institution responsible for addressing the diverse banking needs of Personal Prestige and Private Banking clients. This position demands a high level of professionalism attention to detail and adherence to regulatory requirements. The role will require a successful candidate to be fit and proper as per FSCA Regulatory FAIS Representative requirements and demonstrate an unwavering commitment to maintaining the highest standards of ethical conduct in all aspects of their work.
Qualifications :
Qualification
- National Certificate in Banking (NQF5 FAISrecognized qualification or above)
Experience Required
- 35 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 crossselling 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.
- Indepth knowledge of banking operations including account management transaction processing and client relationship management.
- Strong understanding of banking products policies and regulatory compliance.
- Excellent problemsolving skills with a focus on delivering exceptional customer service and ensuring client satisfaction.
- Must meet FSCA Regulatory / FAIS Representative requirements.
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)
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
