Universal Banker
Core
Frontline banking professional engaging clients to identify needs, resolve queries, and provide banking solutions while driving sales growth.
Role type
Universal Banker (Frontline Sales Consultant)
Builds
Consumer banking products and services for individuals and small businesses
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Client engagement, sales target achievement, account opening/closing, KYC/POPIA/FAIS compliance, product knowledge, risk control adherence
Preferred skills
Cross-selling, digital channel promotion, client education
Technologies
Self-service channels, digital functionality
Responsibilities
Engage clients to understand needs and provide banking solutions; Identify sales opportunities and promote products; Open, amend, transfer, and close accounts; Assess client needs via account reviews and scorecards; Educate clients on processes and rights; Maintain accurate records and management information.