Universal Banker

To build foundational knowledge and practical insight into delivering banking services by shadowing experienced Universal Bankers and engaging in supervised learning. Observe how client needs are identified and addressed, developing a strong understanding of account servicing processes, product offerings, compliance requirements, and customer experience standards. Prepare for future independent client engagement by gaining skills and accreditations required.
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

Employment type
Full-time

Work arrangement
No