Job Description
Job DescriptionThe Universal Banker (Level 1) is a key position within our banking institution, taking demand from Personal, Prestige, and Private Banking clients. This role requires a well-rounded and experienced sales professional who can deliver expert banking services while driving sales growth. The Universal Banker (Level 1) will manage various banking transactions and foster long-term relationships by offering tailored solutions to meet clients’ evolving financial needs.As a key contributor to both client retention and sales generation, this role requires a combination of exceptional customer service, sales expertise, and knowledge of banking products. The ideal candidate will be proactive in identifying sales opportunities, such as cross-selling and upselling products that meet clients’ financial needs.
Responsibilities + Skills
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.
Education
National Certificate in Banking (NQF5 FAIS-rCeC qCalification 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.
Experience
