Universal Banker (Level 1)

Business Segment: Personal & Private Banking

Location: ZA, undefined, Western Cape, Boland West Coast

We are seeking a dynamic, results-driven Universal Banker with a proven track record of exceeding sales targets to join our team in the Garden Route, specifically in Malmesbury, Paarl, Vredenburg, Vredendal and Worcester. The ideal candidate will be responsible for driving sales growth, developing and executing targeted sales strategies, and delivering exceptional customer service. The role involves managing the banking needs of Personal, Prestige, and Private Banking clients, addressing everything from product inquiries to client account activities (e.g., account openings, providing statements, processing debit order requests, etc.). The successful candidate will be skilled at understanding and accurately assessing client demands, ensuring a one-and-done approach that consistently meets client needs within both product and legislative frameworks (e.g., FAIS).

Qualifications

Minimum Qualifications

1. NQF5 FAIS aligned qualification

Experience Required

1. 5-7 years of experience in banking, preferably in unsecured lending sales
2. Proven track record of exceeding sales targets
3. Strong knowledge of unsecured lending products, regulatory requirements, and market trends
4. Excellent sales, marketing, and negotiation skills
5. Ability to build strong relationships with customers and internal stakeholders

Additional Information

1. Developing Expertise
2. Developing Strategies
3. Banking Process & Procedures
4. Client Acceptance & Review
5. Processing & Product Knowledge (Consumer Banking)

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