Universal Banker
Core
Frontline banking professional engaging clients to identify needs, provide banking solutions, and drive sales growth while ensuring compliance.
Role type
Universal Banker (Branch Sales Consultant)
Builds
Banking products and services for individuals, businesses, and corporate clients
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Client engagement, sales target achievement, account management, KYC/POPIA/FAIS compliance, product knowledge, risk control adherence
Preferred skills
Cross-selling, digital channel promotion, client education
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, and close client accounts; Assess client financial profiles to recommend solutions; Educate clients on processes and rights; Maintain accurate records and management information.