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Universal Banker (Level 1) - WC, Hermanus

Standard Bank GroupZA

3 days ago

Job description

Job title : Universal Banker (Level 1) - WC, Hermanus

Job Location : Western Cape,

Deadline : October 26, 2025

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Job Description

We are seeking a skilled and customer-focused Universal Banker to join our team in Hermanus, South Africa. As a Universal Banker, you will play a crucial role in providing comprehensive banking services to our clients, driving sales growth, and ensuring exceptional customer satisfaction.

Deliver a wide range of banking services to Personal, Prestige, and Private Banking clients, including account openings, transaction processing, and product inquiries

Develop and execute effective sales strategies to meet and exceed targets for various banking products and services

Conduct thorough assessments of client needs and provide tailored financial solutions

Process client account activities, including statements and debit order information, with precision and efficiency

Ensure compliance with all relevant banking regulations and internal policies

Collaborate with team members to achieve branch goals and maintain high service standards

Continuously expand product knowledge and stay updated on industry trends and regulatory changes

Identify opportunities for cross-selling and upselling banking products to existing clients

Resolve client queries and concerns promptly and professionally

Contribute to a positive and productive work environment

Qualifications

Matric ,Diploma / Degree

FAIS Regulatory Exam (RE5) level 1 certification ( Must Have )

National Certificate in Banking (NQF5 FAIS-recognised qualification or above)

1-5 years of experience in banking or financial services, with a focus on FAIS qualifications and financial advisory roles

Proven track record of meeting or exceeding sales targets through effective cross-selling and upselling of banking products

In-depth knowledge of banking operations, including account management and transaction processing

Strong understanding of banking products, policies, and regulatory compliance

Excellent problem-solving skills with a focus on delivering exceptional customer service

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