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
Universal Banker (Frontline IC)
Builds
Banking accounts, financial solutions, and client relationships for individuals and small businesses.
Domain
Consumer Banking / Retail Finance
Deliverable
product features
Required skills
Client engagement, account opening and maintenance, cross-selling and up-selling, risk and compliance adherence, regulatory knowledge (FAIS, KYC, POPI), application processing
Preferred skills
Valid driver's licence, local market travel experience
Technologies
Digital banking channels, core banking systems
Responsibilities
Engage with clients to understand needs and resolve banking queries; Support team leader in executing local market initiatives and identifying growth opportunities; Promote banking products and encourage digital channel usage; Apply risk, compliance, and regulatory requirements to all client interactions; Analyse client information to make informed recommendations and resolve demand.