Universal Banker (Level 1)

Business Segment: Personal & Private Banking
Location: ZA, Free State, Welkom, 316 Stateway
The role involves taking demand from clients for banking matters ranging from product questions to client account activities (e.g., opening of relevant accounts, statements, debit order information, etc.), while forming an accurate assessment and understanding of that demand 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.
Qualifications Minimum Qualifications:
NQF Level 5 (FAIS 5 aligned)
Experience Required:
Client Coverage
Personal and Private Banking
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 a good understanding of bank processes, policies, and products.
Additional Information: Developing ExpertiseDeveloping StrategiesBanking Process & ProceduresClient Acceptance & Review
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