Universal Banking Team Leader

Cape Town, WC, ZA, South Africa

Job Description

Job Overview

Business Segment:

Personal & Private Banking

Location:

ZA, WC, Cape Town, Capegate Boulevard

Job Type:

Full-time

Job Ref ID:

80446016A-0002

Date Posted:

11/5/2025







To oversee a team of Universal Bankers for a Point/s of Representation (POR/s) within client experience, product and laid down requirements to drive sales and service objectives. The role ensures effective delivery of sales, service and risk outcomes through people leadership, operational discipline and customer engagement excellence.



Key Responsibilities:



Sales and Service Delivery:

Drive the achievement of sales and service targets through effective team performance, client engagement and value-demand opportunities across multiple channels.

People Leadership and Development:

Lead, coach and develop a high-performing team of Universal Bankers through recruitment, performance management, capability building and employee engagement to deliver superior client experiences.

Operational and Risk Management:

Oversee compliance with all risk, audit and regulatory requirements, ensuring controls are implemented and any irregularities are promptly addressed.

Client Experience Management:

Guide the team in handling client interactions efficiently and empathetically, ensuring client needs are resolved within agreed standards and aligned to the Bank's service promise.

Performance Insight and Continuous Improvement:

Analyse operational and sales reports, identify trends and implement enhancements to optimise branch capability, productivity and client satisfaction.

Qualifications

Advanced Certificate or National Diploma ((NQF6 FAIS Recognised Qualification)



Experience



A minimum of 3-4 years' experience in frontline banking, preferably within a branch leadership or supervisory capacity.

Proven track record in leading and motivating a sales and service team to meet and exceed performance targets.

Demonstrated ability to manage operational processes, ensure compliance with risk and regulatory frameworks, and maintain audit standards.

Experience in building client relationships and driving cross-sell and up-sell opportunities through a deep understanding of customer needs and available banking solutions.

Additional Information



Behavioural Competencies:



Adopting Practical Approaches and Articulating Information

Challenging Ideas and Convincing People

Exploring Possibilities and Following Procedures

Generating Ideas and Making Decisions

Producing Output and Providing Insights

Showing Composure and Understanding People



Technical Competencies:



Application & Submission Verification (Consumer Banking)

Banking Process & Procedures

Client Acceptance & Review

Customer Understanding ( Consumer Banking)

Processing

Product Knowledge (Consumer Banking)



Please note:

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Job Detail

  • Job Id
    JD1581324
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Cape Town, WC, ZA, South Africa
  • Education
    Not mentioned