Universal Banker (Level 1)
Business Segment: Personal & Private Banking
Location: Brits, Rustenburg Local Market, North West, South Africa
Job Type: Full-time
Job Ref ID: 80377742A-0001
Date Posted: 03 June 2025
Job Purpose:
The Universal Banker serves Personal, Prestige, and Private Banking clients by:
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Handling various account-related queries (e.g., statements, debit orders, account opening).
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Delivering effective, one-and-done client service.
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Meeting product knowledge, compliance (FAIS), and client experience standards.
Minimum Qualifications:
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Matric
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NQF Level 5 FAIS-aligned qualification
Experience Required:
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1–2 years in a branch operations or contact centre environment
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Familiarity with banking products, policies, and procedures
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Experience in a FAIS-regulated role
Behavioural Competencies:
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Generating ideas and exploring possibilities
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Providing insights and adopting practical approaches
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Convincing and communicating effectively with clients
Technical Competencies:
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Banking processes & procedures
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Client onboarding and review
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Application verification (consumer banking)
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In-depth understanding of consumer banking needs and products
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