Universal Banker (Level 1)
Universal Banker (Level 1)
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Were looking for a results-driven Universal Banker with a proven track record of exceeding sales targets to join our team in the Western Cape servicing key areas including Brackenfell Century City Parow Table View & Tygervalley.
The successful candidate will be responsible for driving sales growth developing and executing sales strategies and delivering exceptional customer service. You will attend to the needs of Personal Prestige and Private Banking clients handling a range of banking matters from product queries to client account activities (e.g. opening accounts providing statements processing debit order information etc.). This requires forming a clear understanding of each clients needs and responding effectively in a one-and-done manner that consistently delivers what matters all within the relevant product and legislative (e.g. FAIS) parameters.
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:
- 3-5 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)
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
