Universal Banker (Level 1)

Business Segment: Personal & Private Banking
To take demand from Personal, Prestige and Private Banking clients for banking matters ranging from product questions to client account activities (e.g., opening of relevant accounts, statements, debit order information, etc.), whilst forming an accurate assessment and understanding of that demand in order to act on it in a one-and-done manner that consistently delivers what matters to the client within product and legislative (e.g., FAIS) parameters.
QualificationsType of Qualification: NQF Level 5
Field of Study: FAIS Accredited
Experience Required Client Coverage: Personal and Private Banking
Experience: 1-2 years
Relevant FAIS qualification and experience. If no FAIS experience, would then need to operate under supervision. Previous experience in branch banking or contact centre environment with good understanding of bank processes, policies and products.
Additional InformationDeveloping ExpertiseDeveloping StrategiesExamining InformationExploring PossibilitiesFollowing ProceduresGenerating IdeasImpressing PeopleInteracting with PeopleInviting FeedbackPursuing GoalsShowing ComposureTaking ActionTeam WorkingThinking PositivelyBanking Process & ProceduresClient Acceptance & Review
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