Universal Banker

Job description

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 in line with client experience, product and legislative (e.g., FAIS) requirements.

Qualifications

Qualification

NQF Level 5 (FAIS Required role)

Licenses & Certifications

FAIS Representative Experience Required: 3-4 years Relevant FAIS qualification and experience. If no FAIS experience, would then need to operate under supervision. Experience in branch banking or contact centre environment with good understanding of bank processes, policies and products.

Behavioural Competencies

Checking Things Convincing People Developing Expertise Developing Strategies Embracing Change Technical Competencies: Application & Submission Verification (Consumer Banking) Banking Process & Procedures Client Acceptance & Review Customer Understanding ( Consumer Banking) Processing Product and Services Knowledge