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Location: Cape Town, 75 A Z Berman Drive
Business Segment: Personal & Private Banking
Job Ref ID: 80443852A-0001
Type: Full-time


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🌟 Why This Role Matters

As a Universal Banker, you’ll be more than just a financial advisor—you’ll be a trusted partner to our Personal, Prestige, and Private Banking clients. From helping customers open accounts to guiding them on loans, investments, and savings, you’ll play a key role in empowering financial growth while delivering world-class service.


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🏆 What You’ll Do

Drive sales growth by developing and executing winning strategies.

Build strong client relationships and provide expert advice on banking products.

Handle customer needs efficiently—from account queries to debit order information—ensuring one-and-done solutions.

Ensure full compliance with FAIS regulations and banking policies.

Consistently exceed sales targets through effective cross-selling and upselling.



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🎓 What You Bring

National Certificate in Banking (NQF5 FAIS-recognized) or higher.

3–5 years’ experience in banking or financial services.

Proven record of achieving/exceeding sales targets in loans, credit cards, mortgages, and investments.

Strong knowledge of banking operations, compliance, and client service.

Sharp problem-solving skills and a passion for customer satisfaction.



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💡 Your Strengths

Idea Generator | Always looking for innovative solutions.

Trusted Advisor | Turning insights into impactful actions.

Relationship Builder | Engaging and convincing clients with confidence.

Practical Thinker | Bringing strategies to life with results.



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🔑 Technical Expertise

Banking Processes & Procedures

Client Acceptance & Review

Application Verification (Consumer Banking)

Deep Product Knowledge