Universal Banker (Level 1)

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profile Job Location:

Virginia - South Africa

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

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 one-and-done manner that consistently delivers in line with client experience product and legislative (e.g. FAIS) requirements.


Qualifications :

Minimum Qualification:

 

  • NQF Level 5 (FAIS aligned)

 

Experience Required:

 

  • Client Coverage
  • Personal and Private Banking
  • 3-4 years sales and service experience. If no FAIS experience would then need to operate under supervision
  • Experience in branch banking or contact centre environment with good understanding of bank processes policies and products
  • Proven track record of meeting and exceeding sales targets
  • Experience with customer relationship management systems

 

Skills and Competencies:

 

  • Excellent verbal and written communication skills
  • Strong analytical and problem-solving abilities
  • Proficiency in Microsoft Office suite particularly Excel
  • Ability to work effectively in a fast-paced team-oriented environment
  • Strong attention to detail and accuracy in financial transactions
  • Excellent time management and organisational skills

 

 


Additional Information :

Behavioural Competencies:

  • Developing Expertise
  • Developing Strategies
  • Embracing Change
  • Establishing Rapport
  • Examining Information

Technical Competencies:

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

Remote Work :

No


Employment Type :

Full-time

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 orde...
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Key Skills

  • Sales Experience
  • Presentation Skills
  • Financial Services
  • Customer Service
  • Financial Acumen
  • Fraud
  • Math
  • Military Experience
  • Banking
  • Upselling
  • Cash Handling
  • RMF

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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