Universal Banker

We are looking for an experienced, client-focused sales consultant with a proven sales track record to join our branch banking environment as a Universal Banker. This role is suited to a confident frontline banking professional who can engage clients, identify needs, provide appropriate banking solutions and contribute to sustainable sales growth while delivering excellent client service and meeting all risk, compliance and FAIS requirements.
Key Responsibilities:
Engage clients across branch and related banking channels to understand their needs, resolve queries and provide appropriate banking solutions in line with service, product and legislative requirements.
Identify sales and demand generation opportunities through client conversations, promote relevant banking products and channels, and contribute to branch sales and growth objectives.
Open, amend, transfer and close client accounts in line with laid-down procedures, risk controls, KYC, POPIA and FAIS requirements.
Assess client needs by reviewing account conduct, income and expenditure, scorecards and supporting information to provide informed recommendations and appropriate solutions.
Educate clients on banking processes, digital functionality, self-service channels, product features and their rights and obligations in line with the Code of Banking Practice.
Maintain accurate records, update required management information, adhere to team ways of work and contribute to a high-performing branch environment.

Employment type
Full-time

Work arrangement
No