Standard Bank Group is the largest African banking group by assets offering a full range of banking and related financial services. “Africa is our home, we drive her growth” Our vision is to be the leading financial services organisation in, for and across Africa, delivering exceptional client experiences and superior value. This sets the prim...
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Job Description
- We are seeking a dynamic and results-driven Relationship Manager to join our Private Banking team. This role is responsible for growing, managing, and retaining a portfolio of high-net-worth clients while delivering exceptional value through personalised financial solutions.
Key Responsibilities:
- Develop and maintain strong relationships with high-net-worth clients by providing tailored financial solutions, proactive engagement, and outstanding service.
- Conduct in-depth financial analyses, create personalised banking strategies, and ensure full compliance with regulatory requirements and internal policies.
- Analyse industry trends, assess the competitive landscape, and provide performance reports to support informed decision-making and drive business growth.
Qualifications
- FAIS aligned Degree in Business Commerce (NQF7 or higher)
- FAIS Representative certification is mandatory, in line with regulatory requirements.
Essential Experience:
- Minimum of 7 years’ experience in financial services, with at least 5–7 years in a relationship management or private banking role.
- Proven ability to analyse clients’ financial needs, identify opportunities, and deliver tailored financial solutions that create value for both client and bank.
- Demonstrated success in client acquisition, retention, and portfolio management within a high-net-worth segment.
- Experience in structuring credit applications and facilitating complex lending, investment, and offshore product offerings.
- Proficient understanding of banking processes, financial acumen, and consumer banking products.
Additional Information
Behavioural Competencies:
- Articulating Information & Providing Insights
- Interpreting Data & Examining Information
- Developing Expertise
- Convincing People & Establishing Rapport
- Producing Output
- Seizing Opportunities
- Taking Action
Technical Competencies:
- Banking Process & Procedures
- Commercial Acumen
- Customer Understanding ( Consumer Banking)
- Financial Acumen
- Product Knowledge (Consumer Banking)
- Risk Identification
- Risk Reporting
go to method of application »
Job Description
- We are looking for an experienced, client-focused sales consultant with a proven sales track record to join our branch banking environment as a Universal Banker.
- This role is suited to a confident frontline banking professional who can engage clients, identify needs, provide appropriate banking solutions and contribute to sustainable sales growth while delivering excellent client service and meeting all risk, compliance and FAIS requirements.
Key Responsibilities:
- Engage clients across branch and related banking channels to understand their needs, resolve queries and provide appropriate banking solutions in line with service, product and legislative requirements.
- Identify sales and demand generation opportunities through client conversations, promote relevant banking products and channels, and contribute to branch sales and growth objectives.
- Open, amend, transfer and close client accounts in line with laid-down procedures, risk controls, KYC, POPIA and FAIS requirements.
- Assess client needs by reviewing account conduct, income and expenditure, scorecards and supporting information to provide informed recommendations and appropriate solutions.
- Educate clients on banking processes, digital functionality, self-service channels, product features and their rights and obligations in line with the Code of Banking Practice.
- Maintain accurate records, update required management information, adhere to team ways of work and contribute to a high-performing branch environment.
Qualifications
- National Certificate or equivalent NQF 5 FAIS-aligned qualification in a field related to banking, financial services, commerce, sales, client service or a related discipline.
- The candidate must meet FAIS Fit and Proper requirements.
Minimum Experience:
- 3 to 4 years’ experience in a branch banking, financial services, contact centre sales or client-facing sales environment.
- Proven sales track record with experience identifying client needs, promoting solutions, cross-selling and achieving sales or growth targets.
- Strong understanding of banking products, client servicing, account opening, application processing and customer acceptance requirements.
- Experience working in a regulated environment where adherence to risk, compliance, KYC, POPIA and FAIS requirements is critical.
- Confident client engagement capability with the ability to build rapport, ask the right questions, handle pressure and provide practical solutions.
Additional Information
Behavioural Competencies:
- Checking Things, Examining Information and Following Procedures
- Convincing People, Impressing People and Seizing Opportunities
- Establishing Rapport, Interacting with People and Inviting Feedback
- Developing Expertise, Developing Strategies and Exploring Possibilities
- Generating Ideas, Taking Action, Pursuing Goals and Meeting Timescales
- Embracing Change, Showing Composure, Team Working and Thinking Positively
Technical Competencies:
- Application & Submission Verification (Consumer Banking)
- Banking Process & Procedures
- Client Acceptance & Review
- Customer Understanding ( Consumer Banking)
- Processing
- Product Knowledge (Consumer Banking)
go to method of application »
Job Description
- We are looking for a professional, client-focused Customer Liaison Officer to provide an effective branch reception and client flow function. This role is suited to an individual who can identify client needs, record information accurately, direct clients to the correct area for assistance and help maintain a positive, well-managed branch experience.
- The successful candidate will play a key role in supporting client service, managing reception and banking hall activity, identifying migration and cross-sell opportunities, and ensuring that all client interactions are handled with professionalism, integrity and adherence to risk and compliance requirements.
Key Responsibilities:
- Welcome clients into the branch, identify their needs, record client information accurately and direct them to the appropriate banker, department or service area.
- Monitor the reception area and banking hall, intervene with unhappy or irate clients where required, and support a professional and positive client experience.
- Facilitate the resolution of client service requests, including matters relating to card collections, PIN issues, EAP limits, beneficiaries and general banking enquiries.
- Identify migration and cross-sell opportunities during client engagements and ensure all leads are logged correctly in the presence of the client.
- Record and update history notes and service requests accurately to support effective query resolution and maintain a reliable client database.
- Maintain branch presentation standards, promotional displays, information pamphlets, stationery requirements and relevant security document handovers in line with branch procedures.
Qualifications
- National Certificate or equivalent NQF 5 qualification in a field related to banking, financial services, administration, client service, business management or a related discipline.
Minimum Experience:
- 1 to 2 years’ experience in a branch banking, client service, administration or customer-facing environment.
- Experience handling client enquiries, query resolution and client flow within a structured service environment.
- Exposure to banking processes, client servicing, customer reception, channelling and administrative support.
- Ability to work accurately with client information, service requests, system updates and branch records.
- Experience working in an environment where risk, compliance, confidentiality and ethical conduct are important.
Additional Information
Behavioural Competencies:
- Documenting Facts and Interpreting Data
- Following Procedures and Upholding Standards
- Interacting with People and Team Working
- Managing Tasks and Meeting Timescales
- Producing Output and Showing Composure
- Embracing Change and Thinking Positively
Technical Competencies:
- Banking Process & Procedures
- Client Servicing
- Customer Reception and Channelling
- Product Knowledge (Consumer Banking)
go to method of application »
Job Description
- We are looking for an experienced, client-focused sales consultant with a proven sales track record to join our branch banking environment as a Universal Banker.
- This role is suited to a confident frontline banking professional who can engage clients, identify needs, provide appropriate banking solutions and contribute to sustainable sales growth while delivering excellent client service and meeting all risk, compliance and FAIS requirements.
Key Responsibilities:
- Engage clients across branch and related banking channels to understand their needs, resolve queries and provide appropriate banking solutions in line with service, product and legislative requirements.
- Identify sales and demand generation opportunities through client conversations, promote relevant banking products and channels, and contribute to branch sales and growth objectives.
- Open, amend, transfer and close client accounts in line with laid-down procedures, risk controls, KYC, POPIA and FAIS requirements.
- Assess client needs by reviewing account conduct, income and expenditure, scorecards and supporting information to provide informed recommendations and appropriate solutions.
- Educate clients on banking processes, digital functionality, self-service channels, product features and their rights and obligations in line with the Code of Banking Practice.
- Maintain accurate records, update required management information, adhere to team ways of work and contribute to a high-performing branch environment.
Qualifications
- National Certificate or equivalent NQF 5 FAIS-aligned qualification in a field related to banking, financial services, commerce, sales, client service or a related discipline.
- The candidate must meet FAIS Fit and Proper requirements.
Minimum Experience:
- 3 to 4 years’ experience in a branch banking, financial services, contact centre sales or client-facing sales environment.
- Proven sales track record with experience identifying client needs, promoting solutions, cross-selling and achieving sales or growth targets.
- Strong understanding of banking products, client servicing, account opening, application processing and customer acceptance requirements.
- Experience working in a regulated environment where adherence to risk, compliance, KYC, POPIA and FAIS requirements is critical.
- Confident client engagement capability with the ability to build rapport, ask the right questions, handle pressure and provide practical solutions.
Additional Information
Behavioural Competencies:
- Checking Things, Examining Information and Following Procedures
- Convincing People, Impressing People and Seizing Opportunities
- Establishing Rapport, Interacting with People and Inviting Feedback
- Developing Expertise, Developing Strategies and Exploring Possibilities
- Generating Ideas, Taking Action, Pursuing Goals and Meeting Timescales
- Embracing Change, Showing Composure, Team Working and Thinking Positively
Technical Competencies:
- Application & Submission Verification (Consumer Banking)
- Banking Process & Procedures
- Client Acceptance & Review
- Customer Understanding ( Consumer Banking)
- Processing
- Product Knowledge (Consumer Banking)
go to method of application »
Job Description
- We are looking for an experienced, client-focused sales consultant with a proven sales track record to join our branch banking environment as a Universal Banker.
- This role is suited to a confident frontline banking professional who can engage clients, identify needs, provide appropriate banking solutions and contribute to sustainable sales growth while delivering excellent client service and meeting all risk, compliance and FAIS requirements.
Key Responsibilities:
- Engage clients across branch and related banking channels to understand their needs, resolve queries and provide appropriate banking solutions in line with service, product and legislative requirements.
- Identify sales and demand generation opportunities through client conversations, promote relevant banking products and channels, and contribute to branch sales and growth objectives.
- Open, amend, transfer and close client accounts in line with laid-down procedures, risk controls, KYC, POPIA and FAIS requirements.
- Assess client needs by reviewing account conduct, income and expenditure, scorecards and supporting information to provide informed recommendations and appropriate solutions.
- Educate clients on banking processes, digital functionality, self-service channels, product features and their rights and obligations in line with the Code of Banking Practice.
- Maintain accurate records, update required management information, adhere to team ways of work and contribute to a high-performing branch environment.
Qualifications
- National Certificate or equivalent NQF 5 FAIS-aligned qualification in a field related to banking, financial services, commerce, sales, client service or a related discipline.
- The candidate must meet FAIS Fit and Proper requirements.
Minimum Experience:
- 3 to 4 years’ experience in a branch banking, financial services, contact centre sales or client-facing sales environment.
- Proven sales track record with experience identifying client needs, promoting solutions, cross-selling and achieving sales or growth targets.
- Strong understanding of banking products, client servicing, account opening, application processing and customer acceptance requirements.
- Experience working in a regulated environment where adherence to risk, compliance, KYC, POPIA and FAIS requirements is critical.
- Confident client engagement capability with the ability to build rapport, ask the right questions, handle pressure and provide practical solutions.
Additional Information
Behavioural Competencies:
- Checking Things, Examining Information and Following Procedures
- Convincing People, Impressing People and Seizing Opportunities
- Establishing Rapport, Interacting with People and Inviting Feedback
- Developing Expertise, Developing Strategies and Exploring Possibilities
- Generating Ideas, Taking Action, Pursuing Goals and Meeting Timescales
- Embracing Change, Showing Composure, Team Working and Thinking Positively
Technical Competencies:
- Application & Submission Verification (Consumer Banking)
- Banking Process & Procedures
- Client Acceptance & Review
- Customer Understanding ( Consumer Banking)
- Processing
- Product Knowledge (Consumer Banking)
go to method of application »
Job Description
- We are looking for an experienced, client-focused sales consultant with a proven sales track record to join our branch banking environment as a Universal Banker.
- This role is suited to a confident frontline banking professional who can engage clients, identify needs, provide appropriate banking solutions and contribute to sustainable sales growth while delivering excellent client service and meeting all risk, compliance and FAIS requirements.
Key Responsibilities:
- Engage clients across branch and related banking channels to understand their needs, resolve queries and provide appropriate banking solutions in line with service, product and legislative requirements.
- Identify sales and demand generation opportunities through client conversations, promote relevant banking products and channels, and contribute to branch sales and growth objectives.
- Open, amend, transfer and close client accounts in line with laid-down procedures, risk controls, KYC, POPIA and FAIS requirements.
- Assess client needs by reviewing account conduct, income and expenditure, scorecards and supporting information to provide informed recommendations and appropriate solutions.
- Educate clients on banking processes, digital functionality, self-service channels, product features and their rights and obligations in line with the Code of Banking Practice.
- Maintain accurate records, update required management information, adhere to team ways of work and contribute to a high-performing branch environment.
Qualifications
- National Certificate or equivalent NQF 5 FAIS-aligned qualification in a field related to banking, financial services, commerce, sales, client service or a related discipline.
- The candidate must meet FAIS Fit and Proper requirements.
Minimum Experience:
- 3 to 4 years’ experience in a branch banking, financial services, contact centre sales or client-facing sales environment.
- Proven sales track record with experience identifying client needs, promoting solutions, cross-selling and achieving sales or growth targets.
- Strong understanding of banking products, client servicing, account opening, application processing and customer acceptance requirements.
- Experience working in a regulated environment where adherence to risk, compliance, KYC, POPIA and FAIS requirements is critical.
- Confident client engagement capability with the ability to build rapport, ask the right questions, handle pressure and provide practical solutions.
Additional Information
Behavioural Competencies:
- Checking Things, Examining Information and Following Procedures
- Convincing People, Impressing People and Seizing Opportunities
- Establishing Rapport, Interacting with People and Inviting Feedback
- Developing Expertise, Developing Strategies and Exploring Possibilities
- Generating Ideas, Taking Action, Pursuing Goals and Meeting Timescales
- Embracing Change, Showing Composure, Team Working and Thinking Positively
Technical Competencies:
- Application & Submission Verification (Consumer Banking)
- Banking Process & Procedures
- Client Acceptance & Review
- Customer Understanding ( Consumer Banking)
- Processing
- Product Knowledge (Consumer Banking)
go to method of application »
Job Description
- We are looking for an experienced, client-focused sales consultant with a proven sales track record to join our branch banking environment as a Universal Banker.
- This role is suited to a confident frontline banking professional who can engage clients, identify needs, provide appropriate banking solutions and contribute to sustainable sales growth while delivering excellent client service and meeting all risk, compliance and FAIS requirements.
Key Responsibilities:
- Engage clients across branch and related banking channels to understand their needs, resolve queries and provide appropriate banking solutions in line with service, product and legislative requirements.
- Identify sales and demand generation opportunities through client conversations, promote relevant banking products and channels, and contribute to branch sales and growth objectives.
- Open, amend, transfer and close client accounts in line with laid-down procedures, risk controls, KYC, POPIA and FAIS requirements.
- Assess client needs by reviewing account conduct, income and expenditure, scorecards and supporting information to provide informed recommendations and appropriate solutions.
- Educate clients on banking processes, digital functionality, self-service channels, product features and their rights and obligations in line with the Code of Banking Practice.
- Maintain accurate records, update required management information, adhere to team ways of work and contribute to a high-performing branch environment.
Qualifications
- National Certificate or equivalent NQF 5 FAIS-aligned qualification in a field related to banking, financial services, commerce, sales, client service or a related discipline.
- The candidate must meet FAIS Fit and Proper requirements.
Minimum Experience:
- 3 to 4 years’ experience in a branch banking, financial services, contact centre sales or client-facing sales environment.
- Proven sales track record with experience identifying client needs, promoting solutions, cross-selling and achieving sales or growth targets.
- Strong understanding of banking products, client servicing, account opening, application processing and customer acceptance requirements.
- Experience working in a regulated environment where adherence to risk, compliance, KYC, POPIA and FAIS requirements is critical.
- Confident client engagement capability with the ability to build rapport, ask the right questions, handle pressure and provide practical solutions.
Additional Information
Behavioural Competencies:
- Checking Things, Examining Information and Following Procedures
- Convincing People, Impressing People and Seizing Opportunities
- Establishing Rapport, Interacting with People and Inviting Feedback
- Developing Expertise, Developing Strategies and Exploring Possibilities
- Generating Ideas, Taking Action, Pursuing Goals and Meeting Timescales
- Embracing Change, Showing Composure, Team Working and Thinking Positively
Technical Competencies:
- Application & Submission Verification (Consumer Banking)
- Banking Process & Procedures
- Client Acceptance & Review
- Customer Understanding ( Consumer Banking)
- Processing
- Product Knowledge (Consumer Banking)
go to method of application »
Job Description
- We are looking for an experienced and commercially driven Universal Banking Team Leader to lead a team of Universal Bankers within a Local Market environment. The role is responsible for driving sales, service, client experience, operational discipline, risk management and people leadership across assigned Points of Representation.
- This role requires a strong frontline banking leader who can translate Local Market priorities into practical execution, support client engagement initiatives, lead branch-based teams effectively and contribute to sustainable business growth. Frequent travel within the Local Market will be required to engage teams, support client-facing initiatives and maintain strong stakeholder relationships.
Key Responsibilities:
- Lead, coach and manage a team of Universal Bankers to deliver on sales, service, client experience, operational and risk objectives across assigned Points of Representation.
- Implement and execute Local Market initiatives by working closely with branch teams, Local Market leadership and relevant business stakeholders to drive client growth and service excellence.
- Drive financial performance by identifying value demand opportunities, supporting cross-selling and up-selling activity, promoting appropriate banking solutions and encouraging effective use of digital and non-branch channels.
- Oversee day-to-day operational, compliance and risk management activities, ensuring that all client interactions, account processes, controls and laid-down procedures are consistently applied.
- Manage team capability, performance, staffing, development and engagement in partnership with Human Capital to build a high-performing, client-focused and accountable team culture.
Qualifications
- NQF Level 6 FAIS-aligned qualification in a field linked to the role, such as Commerce, Banking, Finance, Financial Planning, Business Management or a related discipline.
- Must meet FAIS Fit and Proper requirements.
- FAIS Representative status is required.
- A valid driver’s licence is required.
Minimum Experience
- 3 to 4 years’ relevant frontline banking experience, with strong exposure to sales, service, client engagement and branch operations.
- Experience leading, coaching or coordinating a frontline banking team to deliver against sales, service, operational and compliance objectives.
- Sound understanding of banking processes, client needs analysis, product application processes, account submissions, risk controls and regulatory requirements.
- Proven ability to engage stakeholders, resolve client matters, interpret performance data and implement practical improvements within a branch or Local Market environment.
- Willingness and ability to travel frequently within the Local Market to support client initiatives, team engagement and business execution.
Additional Information
Behavioural Competencies:
- Adopting Practical Approaches and Following Procedures
- Articulating Information and Convincing People
- Challenging Ideas and Exploring Possibilities
- Generating Ideas and Providing Insights
- Making Decisions and Producing Output
- Showing Composure 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)
go to method of application »
Job Description
- We are looking for an experienced and commercially driven Universal Banking Team Leader to lead a team of Universal Bankers within a Local Market environment. The role is responsible for driving sales, service, client experience, operational discipline, risk management and people leadership across assigned Points of Representation.
- This role requires a strong frontline banking leader who can translate Local Market priorities into practical execution, support client engagement initiatives, lead branch-based teams effectively and contribute to sustainable business growth. Frequent travel within the Local Market will be required to engage teams, support client-facing initiatives and maintain strong stakeholder relationships.
Key Responsibilities:
- Lead, coach and manage a team of Universal Bankers to deliver on sales, service, client experience, operational and risk objectives across assigned Points of Representation.
- Implement and execute Local Market initiatives by working closely with branch teams, Local Market leadership and relevant business stakeholders to drive client growth and service excellence.
- Drive financial performance by identifying value demand opportunities, supporting cross-selling and up-selling activity, promoting appropriate banking solutions and encouraging effective use of digital and non-branch channels.
- Oversee day-to-day operational, compliance and risk management activities, ensuring that all client interactions, account processes, controls and laid-down procedures are consistently applied.
- Manage team capability, performance, staffing, development and engagement in partnership with Human Capital to build a high-performing, client-focused and accountable team culture.
Qualifications
- NQF Level 6 FAIS-aligned qualification in a field linked to the role, such as Commerce, Banking, Finance, Financial Planning, Business Management or a related discipline.
- Must meet FAIS Fit and Proper requirements.
- FAIS Representative status is required.
- A valid driver’s licence is required.
Minimum Experience
- 3 to 4 years’ relevant frontline banking experience, with strong exposure to sales, service, client engagement and branch operations.
- Experience leading, coaching or coordinating a frontline banking team to deliver against sales, service, operational and compliance objectives.
- Sound understanding of banking processes, client needs analysis, product application processes, account submissions, risk controls and regulatory requirements.
- Proven ability to engage stakeholders, resolve client matters, interpret performance data and implement practical improvements within a branch or Local Market environment.
- Willingness and ability to travel frequently within the Local Market to support client initiatives, team engagement and business execution.
Additional Information
Behavioural Competencies:
- Adopting Practical Approaches and Following Procedures
- Articulating Information and Convincing People
- Challenging Ideas and Exploring Possibilities
- Generating Ideas and Providing Insights
- Making Decisions and Producing Output
- Showing Composure 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)
go to method of application »
Job Description
- We are looking for an experienced and commercially driven Universal Banking Team Leader to lead a team of Universal Bankers within a Local Market environment. The role is responsible for driving sales, service, client experience, operational discipline, risk management and people leadership across assigned Points of Representation.
- This role requires a strong frontline banking leader who can translate Local Market priorities into practical execution, support client engagement initiatives, lead branch-based teams effectively and contribute to sustainable business growth. Frequent travel within the Local Market will be required to engage teams, support client-facing initiatives and maintain strong stakeholder relationships.
Key Responsibilities:
- Lead, coach and manage a team of Universal Bankers to deliver on sales, service, client experience, operational and risk objectives across assigned Points of Representation.
- Implement and execute Local Market initiatives by working closely with branch teams, Local Market leadership and relevant business stakeholders to drive client growth and service excellence.
- Drive financial performance by identifying value demand opportunities, supporting cross-selling and up-selling activity, promoting appropriate banking solutions and encouraging effective use of digital and non-branch channels.
- Oversee day-to-day operational, compliance and risk management activities, ensuring that all client interactions, account processes, controls and laid-down procedures are consistently applied.
- Manage team capability, performance, staffing, development and engagement in partnership with Human Capital to build a high-performing, client-focused and accountable team culture.
Qualifications
- NQF Level 6 FAIS-aligned qualification in a field linked to the role, such as Commerce, Banking, Finance, Financial Planning, Business Management or a related discipline.
- Must meet FAIS Fit and Proper requirements.
- FAIS Representative status is required.
- A valid driver’s licence is required.
Minimum Experience
- 3 to 4 years’ relevant frontline banking experience, with strong exposure to sales, service, client engagement and branch operations.
- Experience leading, coaching or coordinating a frontline banking team to deliver against sales, service, operational and compliance objectives.
- Sound understanding of banking processes, client needs analysis, product application processes, account submissions, risk controls and regulatory requirements.
- Proven ability to engage stakeholders, resolve client matters, interpret performance data and implement practical improvements within a branch or Local Market environment.
- Willingness and ability to travel frequently within the Local Market to support client initiatives, team engagement and business execution.
Additional Information
Behavioural Competencies:
- Adopting Practical Approaches and Following Procedures
- Articulating Information and Convincing People
- Challenging Ideas and Exploring Possibilities
- Generating Ideas and Providing Insights
- Making Decisions and Producing Output
- Showing Composure 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)
go to method of application »
Job Description
- To manage and develop all branch resources including people, processes and systems to deliver a sustainable and profitable branch/point of representation (PORs) income statement and balance sheet, while embedding a strong, disciplined and client-focused culture aligned to the local catchment strategy. Specific responsibilities include:
Key Responsibilities:
- Lead and optimise branch performance by managing revenue, costs, balance sheet growth and client profitability within defined pricing, risk and governance parameters.
- Build, lead and develop a high-performing team through effective workforce planning, coaching, performance management, capability building and employee engagement across the full employee lifecycle.
- Drive a distinctive client experience by implementing client strategies, enabling cross-selling, migrating clients to appropriate channels and ensuring consistent delivery of what matters most to clients.
- Ensure robust risk, compliance and operational control by identifying, monitoring and mitigating operational, regulatory and conduct risks, and maintaining full adherence to legislative, audit and internal control requirements.
- Embed operational excellence and change adoption by improving processes, resolving system issues, enabling accurate management information and acting as the interface between branch teams and change initiatives.
Qualifications
- Bachelor’s Degree (FAIS aligned NQF7 qualification or higher) in Commerce, Finance, Business Management, Economics or a related commercial discipline.
- Financial Advisory and Intermediary Services Representative status is required
- Regulatory Examinations Level 1 and Level 5 are preferred if not already held.
Experience Required
- A minimum of 8 to 10 years’ experience within a retail or personal banking environment, including proven experience in branch or sales and service leadership.
- Demonstrated experience in managing a branch income statement and balance sheet, driving sales performance, client growth and operational delivery.
- Experience leading teams of managers and frontline staff, with accountability for performance, conduct, development and engagement.
Additional Information
Behavioural Competencies:
- Adopting Practical Approaches & Exploring Possibilities
- Challenging & Generating Ideas
- Articulating Information & Providing Insights
- Following Procedures & Showing Composure
- Convincing & Understanding People
- Producing Output & Making Decisions
Technical Competencies:
- Application & Submission Verification (Consumer Banking)
- Banking Process & Procedures
- Client Acceptance & Review
- Client Knowledge
- Processing
- Product Knowledge (Consumer Banking)
go to method of application »
Job Description
- We are looking for an experienced, client-focused Universal Banker to support the delivery of sales, service, client experience and operational objectives within a branch and Local Market environment.
- The role is responsible for engaging with Personal, Prestige and Private Banking clients, understanding their banking needs and resolving client demand in a one-and-done manner where possible.
- The Universal Banker will also partner closely with the Universal Banking Team Leader to support the execution of Local Market initiatives, identify client growth opportunities, promote appropriate banking solutions and contribute to a high-performing branch environment.
- The role may require travel within the Local Market from time to time to support client engagement, branch initiatives and business execution.
Key Responsibilities
- Engage with clients across branch and digital channels to understand their needs, resolve banking queries, open and maintain accounts and deliver a consistent client experience in line with laid-down procedures.
- Support the Universal Banking Team Leader in executing Local Market initiatives by identifying client opportunities, supporting sales activity and contributing to the delivery of branch and Local Market objectives.
- Identify cross-selling and up-selling opportunities through client conversations, promote relevant banking products and services and encourage the use of digital and non-branch channels.
- Apply risk, compliance and regulatory requirements across all client interactions, including Know Your Customer, Protection of Personal Information, FAIS disclosures, account opening, mandates and application submissions.
- Analyse client information, account conduct and supporting documentation to make informed recommendations, resolve demand within scope and escalate matters where required.
- Contribute to a high-performing team culture by following agreed ways of work, supporting team learning, sharing insights and assisting colleagues where needed.
Qualifications
- NQF Level 5 FAIS-aligned qualification in a field linked to the role, such as Commerce, Banking, Finance, Financial Planning, Business Management or a related discipline.
- Must meet FAIS Fit and Proper requirements.
- FAIS Representative status is required, or the ability to operate under supervision where applicable.
- A valid driver’s licence is advantageous where Local Market travel is required.
Minimum Experience
- 3 to 4 years’ experience in branch banking, frontline banking, client service, sales or a contact centre environment.
- Good understanding of banking products, account processes, application submissions, client onboarding and laid-down banking procedures.
- Experience engaging clients to understand their financial needs and identify appropriate banking, lending, insurance, digital or broader financial solutions.
- Sound working knowledge of risk, compliance and regulatory requirements, including FAIS, Know Your Customer and Protection of Personal Information requirements.
- Ability to work in a target-driven environment, manage client demand effectively and support team delivery against sales, service and operational objectives.
Additional Information
Behavioural Competencies:
- Adopting Practical Approaches and Following Procedures
- Articulating Information and Convincing People
- Challenging Ideas and Exploring Possibilities
- Generating Ideas and Providing Insights
- Making Decisions and Producing Output
- Showing Composure 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)
go to method of application »
Job Description
- To achieve Commercial Asset Finance (CAF) sales performance objectives by implementing approved asset-based finance transactions to both new and existing customers for allocated portfolio within a province across segments and sectors.
- To maintain post-sales relationships with customers whilst identifying further asset-based finance and retention opportunities in conjunction with the Relationship Managers.
Qualifications
- Type of Qualification: First Degree
- Field of Study: Business Commerce
- RE5
Experience Required
- 3-4 years Experience within the vehicle and asset finance industry
- Experience in sales, service and deal making. Experience in managing dealer relationships
- Business Solutions
- Business & Commercial Banking
Additional Information
Behavioural Competencies:
- Adopting Practical Approaches
- Convincing People
- Developing Strategies
- Exploring Possibilities
- Interacting with People
Technical Competencies:
- Asset Based Lending
- Financial Acumen
- Financial Industry Regulatory Framework
- Financial Management (Financial)
- Product and Services Knowledge
go to method of application »
Job Description
- To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs.
Qualifications
Minimum Qualification
- NQF level 6-7 Qualification (Advanced Diploma OR Degree)
- 120 credits or Qualification aligned with FAIS and FSCA requirements
- RE 5: Representatives
Experience
- 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.
- Understand Long Term insurance products
- Understand the banks products, processes and systems
- No Supervision required
Additional Information
Behavioural Competencies:
- Articulating Information
- Convincing People
- Developing Expertise
- Documenting Facts
- Establishing Rapport
- Examining Information
- Exploring Possibilities
- Following Procedures
- Interacting with People
- Interpreting Data
- Making Decisions
- Managing Tasks
- Producing Output
- Providing Insights
- Seizing Opportunities
- Showing Composure
- Taking Action
- Thinking Positively
- Understanding People
- Upholding Standards
Technical Competencies:
- Financial Acumen
- Financial Analysis
- Financial Industry Regulatory Framework
- Financial Planning
- Interpreting Financial Statements
- Legal Compliance
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Job Description
- To contribute to a positive workforce experience through innovative learning solutioning to address business requirements.
- Partner with relevant stakeholders on allocated projects; driving efficiencies, agility & commercial viability by optimising technology in the design & development of integrated learning solutions.
- Interpret future requirements & shifts in CoE practice, implementing end-to-end solutions, prioritising & ensuring alignment of CoE initiatives implemented, to address needs.
Qualifications
Minimum qualifications
- Degree in Social Science or equivalent.
- A Graphic Design qualification will be highly advantageous
Experience required
- At least 5–7 years of relevant workplace experience in Learning Design, including the effective use of AI-driven technologies to design, develop, and optimise learning interventions.
- In depth experience collaborating with key stakeholders and business leaders around learning experiences and enhancements to gain an understanding of their requirements to inform design methodologies and approaches; use deductive and inductive research and analytics approaches to inform design content which supports a positive learning experience.
- Prior experience contributing suggestions on the design and content of learning technology, taking into account the various end user segments across the enterprise and ensuring that it is in line with group standards and Corporate Identity, to support a positive, seamless, digitally enabled and integrated user experience of the technology.
- Must have experience in assisting with rectifying any technical queries regarding access to both the content libraries as well as the digital platforms, as they occur, to meet the needs of the user and enable business leading learning experiences through simple and agile experience platforms.
Additional Information
Behavioural Competencies:
- Articulating Information
- Checking Things
- Developing Expertise
- Embracing Change
- Establishing Rapport
- Examining Information
- Following Procedures
- Managing Tasks
- Meeting Timescales
- Providing Insights
- Team Working
- Upholding Standards
Technical Competencies:
- Decision Making
- Learning Technology
- Solution Delivery
- Solution Design and Development
- Teaming
- Workforce Insights
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Job Description
- Ensure adherence to Data, Information Governance and data management practices at business unit, entity, and group levels. Collaborate with stakeholders to ensure data milestones and metrics are met as per defined KPIs and contracting.
- Develop data integration business standards, metrics and processes that can be implemented at a business unit, entity and group levels. Act as proxy for business data owner to ensure execution on data ownership requirements in line with Data Ownership Standard.
Qualifications
Minimum qualifications
- Degree in Information Technology / Information Studies
Experience required
- Minimum 8 -10 years experience in data management, governance or analytics with in-depth knowledge of data modelling, architecture, metadata, data warehouse, data platforms, cloud architecture, data integration and data security.
- Must have experience in managing people, drawing up budgets and forecasting.
- Extensive experience in managing data projects from end to end, ability to work out data cost and define data value to the business.
- Demonstrated experience in shaping and executing a data strategy in alignment with the broader business strategy.
- Define data curation practices to ensure that the life span of data is commensurate with requirements. Develop data-quality metrics and requirements, including defining the values, ranges, and parameters that are acceptable for each data element to ensure consistency and quality of data.
- Ability to provide oversight on the Data Integration programme to ensure adherence to data governance principles on risk, data security, compliance, and data protection and privacy. Adapt regulatory or legal restrictions, including retention and governance of the Data and Information.
- Must have understanding of and experience with root cause analysis and problem-solving skills and awareness of the Software Development Life Cycle (SDLC) & Agile methodologies. Understands data flows between systems, ETL and processing of structured and unstructured data within the data architecture.
- Ensure the roll out of the Data and Information Governance programme by driving out governance in line with the Data Lifecycle Management Operating Standard to enforce adherence to data governance principles on risk, security, compliance and privacy.
- Guide and socialise internal stakeholders on data management, data quality and relevant data sources within the area of responsibility to drive effective data management and governance within the organisation.
- Design change management program to improve education on data governance and data management for effective implementation.
- Ability to work with Data Governance Specialist to prioritize business and information needs Plan and drive maturity of data capabilities at the Business Unit, Entity and Group levels level in line with Domain Data Centre of Excellence (CoE) and business requirements. Ensure closure of identified maturity gaps at the BU level.
- Facilitate and approve the process flow of data through the environment by working closely with and coordinating efforts between Privacy, Information and Operations Risk to execute relevant policies.
Additional Information
Behavioural Competencies:
- Adopting Practical Approaches
- Articulating Information
- Developing Strategies
- Directing People
- Documenting Facts
- Embracing Change
- Exploring Possibilities
- Following Procedures
- Interpreting Data
- Producing Output
- Upholding Standards
- Valuing Individuals
Technical Competencies:
- Business Acumen (Audit)
- Data Analysis
- Data Compliance
- Data Integrity
- Data Management (Administration)
- Data Quality
- Process Analysis and Redesign
- Process Governance
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Job Description
- 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)
Method of Application
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