Universal Banker – Standard Bank Group

Job Description

Organizational Overview

Standard Bank Group operates as a prominent financial services institution centered on the African continent, recognized globally for innovation and professional excellence. The organization delivers diverse career pathways alongside a collaborative culture involving highly driven financial experts. Serving an expansive clientele ranging from private individuals and small enterprises to wealthy families and international corporations, the institution remains deeply committed to fostering economic progress throughout Africa and delivering genuine value to all stakeholders.

Role Summary

The branch environment requires a dedicated and experienced sales professional who possesses a demonstrated history of sales achievement. This frontline banking position centers on cultivating client relationships, uncovering financial requirements, recommending suitable banking offerings, and driving sustainable commercial expansion while strictly upholding all regulatory, compliance, and FAIS guidelines.

Key Responsibilities

• Interacting with visitors across physical and associated service channels to comprehend financial objectives, answer questions, and deliver fitting monetary answers conforming to operational and legal standards.
• Spotting commercial expansion opportunities through direct customer dialogues, advocating for relevant monetary services and alternative platforms, and supporting branch commercial goals.
• Handling the establishment, modification, migration, and termination of customer profiles following established operational guidelines, security measures, KYC protocols, POPIA regulations, and FAIS standards.
• Evaluating visitor requirements by analyzing financial history, earnings, spending patterns, credit metrics, and verification documents to formulate knowledgeable suggestions.
• Instructing customers regarding operational procedures, online banking tools, automated platforms, merchandise attributes, and regulatory commitments under the Banking Code.
• Recording accurate administrative notes, maintaining necessary operational statistics, supporting group workflows, and fostering a productive branch workplace.

Mandatory Credentials and Background

• Possession of an NQF level 5 credential or equivalent educational achievement within finance, commerce, merchandising, client relations, or a related sector, ensuring full alignment with FAIS criteria.
• Fulfillment of all legal fit and proper standards for financial advisory work.
• Between three and four years of direct background working inside retail banking, financial institutions, telephone-based commerce, or customer-facing selling sectors.
• Demonstrated history of achieving commercial objectives, recognizing customer needs, and executing cross-selling initiatives.
• Solid familiarity with retail financial offerings, administrative processing, and regulatory compliance including customer due diligence and data protection mandates.

How to Apply

Submit your application through the employer’s application page: Apply now.