Standard Bank: Universal Banker Vacancies

Universal Banker – Standard Bank 

To deliver a seamless, one-and-done banking experience by responding to client enquiries across Personal, Prestige, and Private Banking. The role focuses on accurately understanding client needs, resolving requests efficiently, and identifying opportunities to add value, while ensuring full compliance with product, risk, and legislative requirements.

Location: South Africa

Employer: Standard Bank

Closing Date: Not Specified

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.

Minimum Requirements:

• Secondary/High school levels/Matric
• NQF Level 5 FAIS Aligned Qualification

This role requires a dedicated individual who can thrive in a high-pressure environment, consistently delivering excellence in client service and business development while adhering to strict regulatory guidelines and performance metrics.

Experience:

• 1 to 3 years’ experience providing financial services advice, operating within FAIS and FSCA regulatory frameworks.
• 3 or more years’ experience in banking within a regulated financial services environment, with hands-on exposure to client servicing and transactional banking.
• Proven sales track record in a banking or financial services environment, demonstrating the ability to identify opportunities, influence client decisions, and consistently achieve sales or service-driven revenue targets.
• Strong understanding of banking products, client account conduct, and end-to-end service processes, with the ability to balance client needs and commercial outcomes.
• Must meet all FSCA regulatory requirements applicable to a FAIS Representative

Read also: Universal Banker – Standard Bank Vacancies

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)

Read also: Cadastral Officer – Government Vacancies 

Technical Competencies

• Banking Process & Procedures
• Client Acceptance & Review
• Application & Submission Verification (Consumer Banking)
• Customer Understanding (Consumer Banking)
• Product Knowledge (Consumer Banking