Universal Banker; Level 1

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.

• Minimum Qualification:
  
  NQF Level 5 (FAIS aligned)

• 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

• 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
• Embracing Change
• Establishing Rapport
• Examining Information

• 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

Key

Skills:

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

Vacancy: 1