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.

Qualifications

Type 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 Information

• Developing Expertise
• Developing Strategies
• Examining Information
• Exploring Possibilities
• Following Procedures
• Generating Ideas
• Impressing People
• Interacting with People
• Inviting Feedback
• Pursuing Goals
• Showing Composure
• Taking Action
• Team Working
• Thinking Positively
• Banking Process & Procedures
• Client Acceptance & Review

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