Job title : Universal Banker (Level 1) - Cape Town, Doncaster RoadJob Location : Western Cape, Cape TownDeadline : February 04, 2025Quick Recommended Links Jobs by Location Job by industries Job Description The Universal Banker (Level 1) is a key position within our banking institution, taking demand from Personal, Prestige, and Private Banking clients.
This role requires a well-rounded and experienced sales professional who can deliver expert banking services while driving sales growth.
The Universal Banker (Level 1) will manage various banking transactions and foster long-term relationships by offering tailored solutions to meet clients' evolving financial needs. As a key contributor to both client retention and sales generation, this role requires a combination of exceptional customer service, sales expertise, and knowledge of banking products.
The ideal candidate will be proactive in identifying sales opportunities, such as cross-selling and upselling products that meet clients' financial needs. Qualifications Essential Qualifications: Matric 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. Required Experience: 1-2 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. Banking jobs