Universal Banker (Level 1) - WC, Hermanus at Standard Bank Group

Job Description

• We are seeking a skilled and customer-focused Universal Banker to join our team in Hermanus, South Africa. As a Universal Banker, you will play a crucial role in providing comprehensive banking services to our clients, driving sales growth, and ensuring exceptional customer satisfaction.
• Deliver a wide range of banking services to Personal, Prestige, and Private Banking clients, including account openings, transaction processing, and product inquiries
• Develop and execute effective sales strategies to meet and exceed targets for various banking products and services
• Conduct thorough assessments of client needs and provide tailored financial solutions
• Process client account activities, including statements and debit order information, with precision and efficiency
• Ensure compliance with all relevant banking regulations and internal policies
• Collaborate with team members to achieve branch goals and maintain high service standards
• Continuously expand product knowledge and stay updated on industry trends and regulatory changes
• Identify opportunities for cross-selling and upselling banking products to existing clients
• Resolve client queries and concerns promptly and professionally
• Contribute to a positive and productive work environment

Qualifications

• Matric ,Diploma/Degree
• FAIS Regulatory Exam (RE5) level 1 certification ( Must Have )
• National Certificate in Banking (NQF5 FAIS-recognised qualification or above)
• 1-5 years of experience in banking or financial services, with a focus on FAIS qualifications and financial advisory roles
• Proven track record of meeting or exceeding sales targets through effective cross-selling and upselling of banking products
• In-depth knowledge of banking operations, including account management and transaction processing
• Strong understanding of banking products, policies, and regulatory compliance
• Excellent problem-solving skills with a focus on delivering exceptional customer service