Universal Banking Team Leader

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profile Job Location:

Cape Town - South Africa

profile Monthly Salary: Not Disclosed
Posted on: 06-11-2025
Vacancies: 1 Vacancy

Job Summary

To oversee a team of Universal Bankers for a Point/s of Representation (POR/s) within client experience product and laid down requirements to drive sales and service objectives. The role ensures effective delivery of sales service and risk outcomes through people leadership operational discipline and customer engagement excellence.

Key Responsibilities:

  • Sales and Service Delivery: Drive the achievement of sales and service targets through effective team performance client engagement and value-demand opportunities across multiple channels.
  • People Leadership and Development: Lead coach and develop a high-performing team of Universal Bankers through recruitment performance management capability building and employee engagement to deliver superior client experiences.
  • Operational and Risk Management: Oversee compliance with all risk audit and regulatory requirements ensuring controls are implemented and any irregularities are promptly addressed.
  • Client Experience Management: Guide the team in handling client interactions efficiently and empathetically ensuring client needs are resolved within agreed standards and aligned to the Banks service promise.
  • Performance Insight and Continuous Improvement: Analyse operational and sales reports identify trends and implement enhancements to optimise branch capability productivity and client satisfaction.

Qualifications :

  • Advanced Certificate or National Diploma ((NQF6 FAIS Recognised Qualification)

Experience

  • A minimum of 34 years experience in frontline banking preferably within a branch leadership or supervisory capacity.
  • Proven track record in leading and motivating a sales and service team to meet and exceed performance targets.
  • Demonstrated ability to manage operational processes ensure compliance with risk and regulatory frameworks and maintain audit standards.
  • Experience in building client relationships and driving cross-sell and up-sell opportunities through a deep understanding of customer needs and available banking solutions.

Additional Information :

Behavioural Competencies:

  • Adopting Practical Approaches and Articulating Information
  • Challenging Ideas and Convincing People
  • Exploring Possibilities and Following Procedures
  • Generating Ideas and Making Decisions
  • Producing Output and Providing Insights
  • Showing Composure and Understanding People

Technical Competencies:

  • Application & Submission Verification (Consumer Banking)
  • Banking Process & Procedures
  • Client Acceptance & Review
  • Customer Understanding ( Consumer Banking)
  • Processing
  • Product Knowledge (Consumer Banking)

Remote Work :

No


Employment Type :

Full-time

To oversee a team of Universal Bankers for a Point/s of Representation (POR/s) within client experience product and laid down requirements to drive sales and service objectives. The role ensures effective delivery of sales service and risk outcomes through people leadership operational discipline an...
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Key Skills

  • Financial Services
  • Customer Service
  • Loan Applications
  • Customer Questions
  • Financial Needs
  • Bank Products
  • Customer Transactions
  • Communication
  • Customer Relationships
  • Sales Activities
  • Referral Goals
  • NMLS
  • Problem Resolution
  • Sales Goals
  • Account Opening

About Company

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients ... View more

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