Universal Banker Local Market Initiatives
Core
Frontline banking professional supporting sales, service, and operational objectives for Personal, Prestige, and Private Banking clients across a local market.
Role type
Senior IC Universal Banker
Builds
Client accounts, banking solutions, and local market growth initiatives
Domain
Consumer Banking / Retail Finance
Deliverable
client delivery
Required skills
Client engagement, account opening and maintenance, cross-selling and up-selling, risk and compliance adherence, regulatory knowledge (FAIS, KYC, POPI), sales target management
Preferred skills
Valid driver's licence, ability to travel within local market
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; Identify and promote cross-selling and up-selling opportunities; Apply risk, compliance, and regulatory requirements to all client interactions; Analyse client information to make informed recommendations; Contribute to team culture by following procedures and supporting colleagues