Job Description

Job Overview

Business Segment:

Personal & Private Banking

Location:

ZA, WC, Bredasdorp, Bredasdorp Road

Job Type:

Contract

Job Ref ID:

80445142A-0001

Date Posted:

9/26/2025







We are seeking a skilled and customer-focused Universal Banker to join our team in Hermanus, South Africa. As a Universal Banker, you will play a crucial role in providing comprehensive banking services to our clients, driving sales growth, and ensuring exceptional customer satisfaction.



Deliver a wide range of banking services to Personal, Prestige, and Private Banking clients, including account openings, transaction processing, and product inquiries

Develop and execute effective sales strategies to meet and exceed targets for various banking products and services

Conduct thorough assessments of client needs and provide tailored financial solutions

Process client account activities, including statements and debit order information, with precision and efficiency

Ensure compliance with all relevant banking regulations and internal policies

Collaborate with team members to achieve branch goals and maintain high service standards

Continuously expand product knowledge and stay updated on industry trends and regulatory changes

Identify opportunities for cross-selling and upselling banking products to existing clients

Resolve client queries and concerns promptly and professionally

Contribute to a positive and productive work environment

Qualifications

Matric ,Diploma/Degree

FAIS Regulatory Exam (RE5) level 1 certification ( Must Have )

National Certificate in Banking (NQF5 FAIS-recognised qualification or above)

1-5 years of experience in banking or financial services, with a focus on FAIS qualifications and financial advisory roles

Proven track record of meeting or exceeding sales targets through effective cross-selling and upselling of banking products

In-depth knowledge of banking operations, including account management and transaction processing

Additional Information



Behavioural Competencies



Examining Information

Adopting Practical Approaches

Articulating Information

Showing Composure

Team Working

Managing Tasks

Upholding Standards

Taking Action

Understanding People

Following Procedures

Meeting Timescales

Providing Insights



Technical Competencies



Commercial Acumen

knowledge of the customer credit lifecycle, credit assessment tools and credit products to facilitate decisions that best serve bank and customer needs.

Data Analysis

Strong understanding of banking products, policies, and regulatory compliance

Excellent problem-solving skills with a focus on delivering exceptional customer service

Proficiency in banking software and systems

Outstanding communication and interpersonal skills

Ability to thrive in a fast-paced, goal-oriented environment

Meticulous attention to detail and accuracy in financial transactions

Analytical mindset with the ability to interpret financial data and provide sound advice

Demonstrated ability to work efficiently and manage multiple priorities

Strong organisational skills and ability to meet deadlines

Please note:

All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or TransactionFraudOpsSA@standardbank.co.za