Job Description

• We’re looking for a results-driven Universal Banker with a proven track record of exceeding sales targets to join our team at Bayside Mall in the Western Cape.
• The successful candidate will be responsible for driving sales growth, developing and executing sales strategies, and delivering exceptional customer service. You will attend to the needs of Personal, Prestige, and Private Banking clients, handling a range of banking matters — from product queries to client account activities (e.g., opening accounts, providing statements, processing debit order information, etc.).
• This requires forming a clear understanding of each client’s needs and responding effectively in a one-and-done manner that consistently delivers what matters, all within the relevant product and legislative (e.g., FAIS) parameters.

Qualifications

• National Certificate in Banking (NQF5 FAIS-recognized qualification 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.

Required Experience:

• 3-5 years’ experience in banking or financial services, with a focus on FAIS qualifications and financial advisory roles.
• Proven and strong sales background, consistently achieving or exceeding sales targets through effective cross-selling and upselling of banking products (e.g., loans, credit cards, mortgages, savings, and investment solutions).
• 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.
• Strong understanding of banking products, policies, and regulatory compliance.
• Excellent problem-solving skills with a focus on delivering exceptional customer service and ensuring client satisfaction.