Universal Banker Home Loans
Core
Frontline banking professional engaging clients to identify needs, provide banking solutions, and drive sales growth while ensuring compliance.
Role type
Universal Banker (Sales Consultant)
Builds
Consumer banking products and services for individuals and businesses
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Client engagement, sales target achievement, account lifecycle management, KYC/POPIA/FAIS compliance, financial needs analysis, digital channel education
Preferred skills
Cross-selling, rapport building, pressure handling
Technologies
Self-service channels, digital banking platforms
Responsibilities
Engage clients to understand needs and resolve queries, identify sales opportunities and promote banking products, open/amend/transfer/close accounts per compliance procedures, assess client financial profiles for recommendations, educate clients on processes and rights, maintain accurate records and management information