Universal Banker (Level 1)

Job OverviewBusiness Segment: Personal & Private BankingLocation: ZA, Western Cape, Cape Town, Shop 73, AZ Berman Dr, 75 Liberty Promenade, Mitchells PlainJob Type: Full-timeJob Ref ID: 80373397A-0001Date Posted: 10/22/2024Job DescriptionTo 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.QualificationsMinimum QualificationsNational Certificate in Banking (NQF5 FAIS recognised qualification)Experience1-2 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.Behavioural 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 form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or ******
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