Job OverviewBusiness Segment: Personal & Private BankingLocation: ZA, WC, Cape Town, Raats DriveJob Type: Full-timeJob Ref ID: 80414823A-0001Date Posted: 12/13/2024Job DescriptionThe 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.QualificationsEssential Qualifications:MatricNational 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.Additional InformationBehavioural CompetenciesGenerating IdeasExploring PossibilitiesProviding InsightsAdopting Practical ApproachesConvincing PeopleTechnical CompetenciesBanking Process & ProceduresClient Acceptance & ReviewApplication & Submission Verification (Consumer Banking)Customer Understanding (Consumer Banking)Product Knowledge (Consumer Banking)Please note: All our recruitment processes comply with the applicable local laws and regulations.
We will never ask for money or any from of payment as part of our recruitment process.
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