The Universal Banking Team Leader is accountable for leading a branch-based sales team to deliver sustained revenue growth deepened client relationships and a consistently excellent client experience. This role drives sales performance embeds a strong client-centric culture and ensures full compliance with regulatory risk and conduct standards while developing a high-performing team aligned to market opportunity and business strategy.
Key Responsibilities:
- Accountable for driving sustained sales and revenue growth by identifying market opportunities deepening existing client relationships and acquiring new business in line with branch financial targets.
- Responsible for leading coaching and developing a team of Universal Bankers to build capability accountability and a high-performance sales and service culture.
- Ensures a consistently excellent client experience by embedding a strong client-centric approach that delivers high-quality service effective resolution of client needs and long-term relationship value.
- Oversees risk compliance and conduct management across the branch ensuring full adherence to FAIS Fit and Proper requirements internal policies and regulatory standards.
- Uses market insight management information and performance data to optimise client coverage resource allocation and branch execution.
Qualifications :
- Bachelor of Commerce degree or an Advanced Certificate (NQF7 FAIS aligned qualification as per regulatory requirements) in a relevant field aligned to banking finance sales or management.
- RE1 and RE5 preferred.
Experience Required:
- 5 to 7 years experience within a retail or universal banking environment with proven exposure to frontline sales and client engagement.
- At least 2 to 3 years proven leadership experience managing and developing sales teams in a branch or client-facing environment.
- Demonstrated sustained sales performance track record including achievement of financial and growth targets.
- Strong experience in risk management compliance and conduct including FAIS compliance and Fit and Proper requirements.
- Experience managing audits operational risk client complaints and regulatory adherence within a banking environment.
Additional Information :
Behavioural Competencies:
- Adopting Practical Approaches and Producing Output
- Articulating Information and Convincing People
- Challenging Ideas and Exploring Possibilities
- Generating Ideas and Providing Insights
- Making Decisions and Showing Composure
- Following Procedures 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
The Universal Banking Team Leader is accountable for leading a branch-based sales team to deliver sustained revenue growth deepened client relationships and a consistently excellent client experience. This role drives sales performance embeds a strong client-centric culture and ensures full complian...
The Universal Banking Team Leader is accountable for leading a branch-based sales team to deliver sustained revenue growth deepened client relationships and a consistently excellent client experience. This role drives sales performance embeds a strong client-centric culture and ensures full compliance with regulatory risk and conduct standards while developing a high-performing team aligned to market opportunity and business strategy.
Key Responsibilities:
- Accountable for driving sustained sales and revenue growth by identifying market opportunities deepening existing client relationships and acquiring new business in line with branch financial targets.
- Responsible for leading coaching and developing a team of Universal Bankers to build capability accountability and a high-performance sales and service culture.
- Ensures a consistently excellent client experience by embedding a strong client-centric approach that delivers high-quality service effective resolution of client needs and long-term relationship value.
- Oversees risk compliance and conduct management across the branch ensuring full adherence to FAIS Fit and Proper requirements internal policies and regulatory standards.
- Uses market insight management information and performance data to optimise client coverage resource allocation and branch execution.
Qualifications :
- Bachelor of Commerce degree or an Advanced Certificate (NQF7 FAIS aligned qualification as per regulatory requirements) in a relevant field aligned to banking finance sales or management.
- RE1 and RE5 preferred.
Experience Required:
- 5 to 7 years experience within a retail or universal banking environment with proven exposure to frontline sales and client engagement.
- At least 2 to 3 years proven leadership experience managing and developing sales teams in a branch or client-facing environment.
- Demonstrated sustained sales performance track record including achievement of financial and growth targets.
- Strong experience in risk management compliance and conduct including FAIS compliance and Fit and Proper requirements.
- Experience managing audits operational risk client complaints and regulatory adherence within a banking environment.
Additional Information :
Behavioural Competencies:
- Adopting Practical Approaches and Producing Output
- Articulating Information and Convincing People
- Challenging Ideas and Exploring Possibilities
- Generating Ideas and Providing Insights
- Making Decisions and Showing Composure
- Following Procedures 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
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