Universal Banker – Standard Bank Group
Job Description
Position Overview
Standard Bank Group is searching for a customer-oriented sales specialist with a documented history of hitting sales targets to operate within a branch banking setting. The successful candidate will act as a frontline representative capable of interacting with customers, discovering requirements, delivering suitable financial answers, and helping drive consistent business expansion while upholding strict adherence to risk management, regulatory guidelines, and statutory competencies.
Core Duties
The incumbent will interact with patrons throughout physical branch locations and associated service platforms to uncover requirements, answer questions, and recommend suitable financial offerings conforming to applicable service standards, merchandise criteria, and statutory guidelines. Responsibilities include spotting cross-selling possibilities during customer interactions, highlighting relevant financial goods and digital platforms, and assisting with overall branch financial targets. The role requires processing account creation, modifications, movements, and terminations following established protocols, risk frameworks, and regulatory mandates. Professionals will evaluate customer requirements by analyzing transaction history, earnings, spending patterns, and verification documents to formulate knowledgeable suggestions. Additionally, the appointee will guide patrons regarding financial procedures, digital tools, automated channels, merchandise attributes, and consumer obligations in alignment with industry codes, while maintaining precise logs and supporting high team performance.
Job Requirements
Applicants must hold a National Certificate or an equivalent NQF level 5 credential aligned with regulatory standards within commerce, financial services, sales, or customer relations, alongside meeting statutory fit and proper criteria. Candidates are required to possess three to four years of practical background gained inside retail banking, financial institutions, contact centers, or customer-facing sales sectors, backed by a demonstrable history of meeting sales metrics and identifying commercial opportunities. A thorough grasp of financial merchandise, client servicing workflows, account administration, and regulated compliance procedures is essential. Key personal attributes involve meticulous attention to detail, strong persuasion capabilities, excellent interpersonal skills, adaptability, and goal-oriented execution.
How to Apply
Submit your application through the employer’s application page: Apply now.
