Universal Banker; Level 1

Business Segment:
Personal & Private Banking

Location:

ZA, Free State, Virginia, Virginia

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.

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

• Developing Expertise
• Developing Strategies
• Examining Information
• Banking Process & Procedures
• Client Acceptance & Review