Universal Banker

Job Description

We're looking for a results-driven Universal Banker with a proven track record of exceeding sales targets. The successful candidate will be responsible for driving sales growth, developing and executing sales strategies, and providing exceptional customer service. 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 what matters to the client within product and legislative (e.g., FAIS) parameters.

• National Certificate in Banking (NQF5 FAIS-recognized qualification or above), demonstrating a solid foundation in banking practices, financial services, and industry standards. This qualification ensures a high level of competency in financial advisory and intermediary services, in line with regulatory requirements.

• 3-5 years’ experience in banking or financial services, with a focus on FAIS qualifications and financial advisory roles.
• Proven and strong sales background, consistently achieving or exceeding sales targets through effective cross‑selling and upselling of banking products (e.g., loans, credit cards, mortgages, savings, and investment solutions).
• Demonstrated success in generating new business, building a robust sales pipeline, and driving revenue growth in a branch banking or contact centre environment.
• In‑depth knowledge of banking operations including account management, transaction processing, and client relationship management.
• Strong understanding of banking products, policies, and regulatory compliance.
• Excellent problem‑solving skills with a focus on delivering exceptional customer service and ensuring client satisfaction.

• Generating Ideas
• Exploring Possibilities
• Providing Insights
• Adopting Practical Approaches
• Convincing People

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