Job Description

Job Overview

Business Segment:

Personal & Private Banking

Location:

ZA, WC, Western Cape, West Coast District

Job Type:

Full-time

Job Ref ID:

80416470A-0001

Date Posted:

10/1/2025







We're looking for a results-driven Universal Banker with a proven track record of exceeding sales targets to join our team in the West Coast Region in the Western Cape, specifically in Citrusdal, Clanwilliam, Vanrhynsdorp, and Vredendal.



The role is responsible for driving sales growth, developing and executing sales strategies, and providing exceptional customer service. You will take demand from Personal, Prestige, and Private Banking clients for banking matters ranging from product queries to client account activities (e.g., opening of relevant accounts, statements, debit order information, etc.), while forming an accurate assessment and understanding of that demand.



Qualifications

National Certificate in Banking (NQF5 FAIS-recognized qualification or above), demonstrating a solid foundation in banking practices, financial services, and industry standards. This qualification ensures a high level of competency in financial advisory and intermediary services, in line with regulatory requirements.

Required Experience:

3-5 years' experience in banking or financial services, with a focus on FAIS qualifications and financial advisory roles.

Proven and strong sales background, consistently achieving or exceeding sales targets through effective cross-selling and upselling of banking products (e.g., loans, credit cards, mortgages, savings, and investment solutions).

Demonstrated success in generating new business, building a robust sales pipeline, and driving revenue growth in a branch banking or contact centre environment.

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

Strong understanding of banking products, policies, and regulatory compliance.

Excellent problem-solving skills with a focus on delivering exceptional customer service and ensuring client satisfaction.

Additional Information



Behavioural Competencies



Generating Ideas

Exploring Possibilities

Providing Insights

Adopting Practical Approaches

Convincing People



Technical Competencies



Banking Process & Procedures

Client Acceptance & Review

Application & Submission Verification (Consumer Banking)

Customer Understanding (Consumer Banking)

Product Knowledge (Consumer Banking)

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