Talent.com
Universal Banker (Level 1)

Universal Banker (Level 1)

Standard Bank of South Africa LimitedRobertson, Western Cape, South Africa
5 days ago
Job description

Business Segment : Personal & Private Banking

We're looking for a results-driven Universal Banker with a proven track record of exceeding sales targets. The successful candidate will be responsible for driving sales growth, developing and executing sales strategies, and providing exceptional customer service. 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

  • National Certificate in Banking (NQF5 FAIS-recognized qualification or above), demonstrating a solid foundation in banking practices, financial services, and industry standards. This qualification ensures a high level of competency in financial advisory and intermediary services, in line with regulatory requirements.

Required Experience

  • 3-5years’ experience in banking or financial services, with a focus on FAIS qualifications and financial advisory roles.
  • Proven and strong sales background, consistently achieving or exceeding sales targets through effective cross-selling and upselling of banking products (e.g., loans, credit cards, mortgages, savings, and investment solutions).
  • Demonstrated success in generating new business, building a robust sales pipeline, and driving revenue growth in a branch banking or contact centre environment.
  • In-depth knowledge of banking operations including account management, transaction processing, and client relationship management.
  • Strong understanding of banking products, policies, and regulatory compliance.
  • Excellent problem-solving skills with a focus on delivering exceptional customer service and ensuring client satisfaction.
  • Additional Information

  • Generating Ideas
  • Exploring Possibilities
  • Providing Insights
  • Adopting Practical Approaches
  • Banking Process & Procedures
  • Client Acceptance & Review
  • #J-18808-Ljbffr

    Create a job alert for this search

    Level • Robertson, Western Cape, South Africa

    Related jobs
    • Promoted
    Accountant

    Accountant

    Talent Evolution (Pty) LtdSwellendam, Western Cape, South Africa
    Accountant position currently available in Swellendam.The main responsibility of this position is to ensure accurate financial reporting, strengthen internal controls, and develop robust, fit-for-p...Show moreLast updated: 30+ days ago
    • Promoted
    Sales Representative

    Sales Representative

    Exceed Human Resource ConsultantsLangeberg Local Municipality, Western Cape, South Africa
    Reference : 10667 SJ Consultant : Sone Johnson.Build and maintain strong relationships with current clients, including local Architects, Engineers, Homeowner Builders, Renovators as well as with core...Show moreLast updated: 30+ days ago
    • Promoted
    Office Manager (Maternity Contract- Finance Administration - Cape Town)

    Office Manager (Maternity Contract- Finance Administration - Cape Town)

    Kwena Human CapitalMontagu, Western Cape, South Africa
    Debtors function for the branch (sending statements, credit applications, follow-up on payments, payment allocation, trade references, etc. Capturing of Credit Card receipts and reconciliation there...Show moreLast updated: 30+ days ago
    • Promoted
    Guest Relations Officer

    Guest Relations Officer

    Wild Dreams HospitalityCape Winelands, South Africa
    As a Guest Relations Officer, you will form an integral part of their daily operations, ensuring every guest journey is seamless and extraordinary from start to finish. If you have a passion for pro...Show moreLast updated: 16 days ago
    • Promoted
    Senior Manager

    Senior Manager

    Limpopo PersonnelSwellendam, South Africa
    BCom Accounting with completed SAIPA or SAICA articles.Years of relevant experience post articles.Strategic Leadership and Service Delivery. Client Relationship Management.Operational Oversight and ...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Manager

    Financial Manager

    Red Rock RecruitmentSwellendam, Western Cape, South Africa
    Our client, a large concern in the manufacturing and agricultural products industry, is looking to employ a Financial Manager to deal with all company finances on a daily basis.Candidate must be fl...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Accountant CA(SA) - Market Related

    Senior Accountant CA(SA) - Market Related

    Network RecruitmentSwellendam, Western Cape, South Africa
    Senior Accountant CA(SA) - Market Related.Be among the first 25 applicants.Direct message the job poster from Network Recruitment. Leading a team of inspired & fired up recruiters / mom / wife #passiona...Show moreLast updated: 8 days ago
    • Promoted
    Operations Manager / Lodge Anchor

    Operations Manager / Lodge Anchor

    Phoenix RecruitmentRobertson Valley, South Africa
    Oversee all lodge departments and ensure efficient daily operations.Supervise and schedule housekeeping, ensuring rooms and public areas meet five-star standards. Oversee food and beverage service a...Show moreLast updated: 24 days ago
    • Promoted
    SERVICE ADVISOR – AUTOMOTIVE (STELLENBOSCH)

    SERVICE ADVISOR – AUTOMOTIVE (STELLENBOSCH)

    University of Fort HareSwellendam, Western Cape, South Africa
    SERVICE ADVISOR – AUTOMOTIVE (STELLENBOSCH).The Service Advisor serves as the primary contact for customers requiring vehicle servicing and maintenance. The role focuses on delivering an exceptional...Show moreLast updated: 14 days ago
    • Promoted
    Consultant, Cash (Level 1)

    Consultant, Cash (Level 1)

    Standard Bank of South Africa LimitedSwellendam, Western Cape, South Africa
    Business Segment : Personal & Private Banking.To attend to any cash related matter (e.ATM's) whilst forming an accurate assessment and understanding of that demand in order to act on it in a manner ...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Manager Swellendam

    Financial Manager Swellendam

    Red Rock RecruitmentSwellendam, Western Cape, South Africa
    Our client, a large concern in the manufacturing and agricultural products industry, is looking to employ a Financial Manager to deal with all company finances on a daily basis.Very Important : Cand...Show moreLast updated: 30+ days ago
    • Promoted
    GROUP FINANCIAL MANAGER

    GROUP FINANCIAL MANAGER

    CA SupportRobertson, Western Cape, South Africa
    A well-established and trusted name in the building materials and home improvement industry is seeking an experienced Group Financial manager to join their Finance team. If you value a stable workin...Show moreLast updated: 17 days ago
    • Promoted
    Financial Adviser

    Financial Adviser

    Discovery LimitedRobertson, Western Cape, South Africa
    Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Discovery Limited. Discovery Limited is a dynamic global company tha...Show moreLast updated: 30+ days ago
    • Promoted
    Catering Manager

    Catering Manager

    Legal Aid SASwellendam, Western Cape, South Africa
    We are recruiting for a Catering Manager in Retirment Sector.The Catering Manager will be responsible for guiding the kitchen staff perform to efficiently, whilst establishing standard menu options...Show moreLast updated: 4 days ago
    • Promoted
    Accountant

    Accountant

    The HR CompanySwellendam, South Africa
    Operational Accounting & Reporting.Manage the recording and reporting of all financial transactions in compliance with IFRS. Ensure accuracy of monthly, quarterly, and year-end closing processes, re...Show moreLast updated: 30+ days ago
    • Promoted
    Finance Manager

    Finance Manager

    M3 Human Capital Management (Pty) LtdGreyton, Western Cape, South Africa
    Our client, based in the Greyton area, requires an ambitious, hands-on Financial Manager to join their growing agribusiness in South Africa. This role combines operational financial control with str...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Bestuurder

    Senior Bestuurder

    Skills ConnectorSwellendam, South Africa
    Strategiese Leierskap & Dienslewering.Operasionele Toesig & Prosesverbetering.Regulerende Nakoming & Risikobestuur.Finansiële & Besigheidsbeplanning. Verslagdoening & Korporatiewe Bestuur.Graad in R...Show moreLast updated: 30+ days ago
    • Promoted
    Accountant

    Accountant

    Competent People SolutionsSwellendam, Western Cape, South Africa
    To ensure accurate financial reporting, strengthen internal controls, and develop robust, fit-for-purpose financial processes and documentation that enhance decision-making and operational efficien...Show moreLast updated: 21 days ago