Universal Banker
On-siteCape Town, Western Cape, South Africa
Job Summary
Universal Banker role in a branch banking environment requiring client-focused sales expertise to engage clients, identify needs, promote banking solutions, and contribute to branch sales growth while ensuring risk, compliance and FAIS requirements. Responsibilities include engaging clients across branch channels, promoting relevant banking products, opening/amending/closing accounts, assessing client needs for informed recommendations, educating clients on banking processes and self-service channels, maintaining accurate records, and adhering to KYC, POPIA, and FAIS requirements; strong knowledge of banking products, account opening, application processing and customer acceptance is essential.
Required Qualifications
- National Certificate or equivalent NQF 5 FAIS-aligned qualification in a field related to banking, financial services, commerce, sales, client service or a related discipline
- The candidate must meet FAIS Fit and Proper requirements
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