Universal Banking Team Leader

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profile Job Location:

Cape Town - South Africa

profile Monthly Salary: Not Disclosed
Posted on: 7 hours ago
Vacancies: 1 Vacancy

Job Summary

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...
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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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