Job Description

• To lead and inspire a high-performing team at branch Point(s) of Representation (PoR), ensuring safe and efficient daily operations, including cash management, security, risk and compliance, while driving sales growth and delivering an exceptional client experience in line with Personal and Private Banking strategy.
• The role is accountable for leading Universal Bankers and other frontline staff across the full employee life cycle, embedding strong performance, coaching and engagement, and continuously improving processes, controls and client service across the branch.

Key responsibilities:

• Lead and manage the branch team of Universal Bankers and frontline staff through recruitment, performance management, coaching and development to build a high-performance, client-centred culture.
• Drive sales, revenue and client growth by identifying opportunities, deepening relationships and promoting the use of both branch and digital channels to meet customer needs.
• Ensure operational excellence and risk control across cash management, security, processing and day-to-day branch activities, including the timely resolution of audit findings and irregularities.
• Embed compliance and governance standards, including FAIS and other regulatory requirements, fraud prevention and Occupational Health and Safety obligations, through robust controls, reporting and continuous monitoring.

Qualifications

• Bachelor’s degree in Commerce, Business Management, Finance, Banking or a related field.
• FAIS-recognised qualification suitable for a Representative role.
• RE5 certification (Regulatory Examination for Representatives).

Minimum experience:

• 5 to 7 years’ experience in retail or branch banking, including significant frontline exposure to sales and service.
• Proven experience leading and managing a branch or frontline team (such as Universal Bankers or similar roles) with responsibility for performance, coaching and development.
• Demonstrated track record in driving sales, revenue and client growth, including effective use of both branch and digital channels.
• Strong experience in branch operations, including cash management, risk and compliance, audit resolution, fraud prevention and Occupational Health and Safety requirements.

Additional Information

Behavioural Competencies:

• Adopting Practical Approaches & Following Procedures
• Articulating Information & Convincing People
• Challenging Ideas & Generating Ideas
• Directing People & Making Decisions
• Producing Output & Providing Insights
• Exploring Possibilities & Understanding People

Technical Competencies:

• Application & Submission Verification
• Banking Process & Procedures
• Customer Acceptance & Review
• Customer Understanding
• Processing
• Product Knowledge