Universal Banker Local Market Initiatives
Core
Frontline banking professional delivering sales, service, and operational objectives for Personal, Prestige, and Private Banking clients within a branch and Local Market environment.
Role type
Senior IC Universal Banker
Builds
Client accounts, banking solutions, and Local Market initiatives
Domain
Consumer Banking / Retail Finance
Deliverable
client delivery
Required skills
Client engagement, sales execution, regulatory compliance (FAIS/KYC), account onboarding, cross-selling, risk assessment
Preferred skills
Valid driver's licence, NQF Level 5 qualification in Finance/Banking
Technologies
Digital banking channels, application submission systems
Responsibilities
Engage with clients to understand needs and resolve banking queries; Support Team Leader in executing Local Market initiatives and identifying growth opportunities; Promote banking products and encourage digital channel adoption; Apply risk, compliance, and regulatory requirements (KYC, FAIS); Analyse client information to make informed recommendations and resolve demand.