Job title : Universal Banker (Level 1) - Cape Town, Voortrekker Road
Job Location : Western Cape, Cape Town
Deadline : January 06, 2025
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Job Description We are seeking a dedicated and customer-focused Universal Banker (Level 1) to join our team in Parow, Cape Town. As a Universal Banker, you will be the primary point of contact for our Personal, Prestige, and Private Banking clients, providing comprehensive banking services and solutions. Assist clients with a wide range of banking matters, from product inquiries to account activities Accurately assess and understand client needs to provide efficient, one-and-done solutions Open relevant accounts, process statements, and manage debit order information Deliver exceptional customer service that consistently meets client expectations Operate within product and legislative parameters, including FAIS regulations Provide clear and concise explanations of banking products, services, and policies Identify cross-selling opportunities and recommend appropriate financial solutions Maintain up-to-date knowledge of banking regulations and industry trends Collaborate with team members to ensure smooth branch operations Handle customer complaints and resolve issues in a professional and timely manner
Qualifications Essential Qualifications: Matric (Secondary Education Certificate) National Certificate in Banking(NQF5 FAIS recognized qualification)
Professional Experience Requirements: Minimum of 2-3 years of demonstrable sales experience in a financial services environment Comprehensive understanding of branch operations processes and banking products Proven track record in a branch banking or contact center setting, with in-depth knowledge of bank processes, policies, and product offerings Exceptional customer service skills with a focus on delivering professional and efficient client interactions Proficiency in banking software and systems Analytical and problem-solving skills with keen attention to detail Knowledge of FAIS (Financial Advisory and Intermediary Services) regulations Experience in branch operations Ability to work flexibly in a fast-paced environment Strong time management and organizational skills Goal-oriented mindset with a focus on meeting targets and KPIs
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