Universal Banker (Level 1)
Universal Banker (Level 1)
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Salary Not Disclosed
1 Vacancy
Job Description
Were looking for a resultsdriven 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 oneanddone manner that consistently delivers what matters to the client within product and legislative (e.g. FAIS) parameters.
Qualifications :
Essential Qualifications:
- Matric
- National Certificate in Banking (NQF5 FAISrecognized 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:
- 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.
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
