Universal Banker, Designate
- Full-time
- Business Segment: Personal & Private Banking
Company Description
Job Description
To take demand from personal customers for any banking matters ranging from product questions to customer account activities (e.g., opening accounts, statements, debit order information, etc.), whilst forming an accurate assessment and understanding of that demand in order to act on it in a one-and-done manner that consistently delivers what matters to the customer within product and legislative (e.g., FAIS) parameters.
Qualifications
Minimum Qualifications
- Secondary/High school/A levels/Matric
- NQF 5 FAIS Aligned Qualification
Experience
- Branch Operations
- 1-2 years Relevant FAIS qualification and experience. If no FAIS experience, would then need to operate under supervision.
- Previous experience in branch banking or contact centre environment with good understanding of bank processes, policies and products.
Additional Information
Behavioural Competencies
- Generating Ideas
- Exploring Possibilities
- Providing Insights
- Adopting Practical Approaches
- Convincing People
Technical Competencies
- Banking Process & Procedures
- Client Acceptance & Review
- Application & Submission Verification (Consumer Banking)
- Customer Understanding (Consumer Banking)
- Product Knowledge (Consumer Banking)
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