Universal Banking Team Leader

LP, ZA, South Africa

Job Description

Job Overview

Business Segment:

Personal & Private Banking

Location:

ZA, undefined, Limpopo, Groblersdal

Job Type:

Full-time

Job Ref ID:

80335591A-0001

Date Posted:

11/14/2025







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.



Qualifications



Minimum Qualifications:



Matric (Secondary Education Certificate)

National Diploma (NQF6 FAIS recognized qualification)



Experience Required



A minimum of 3-4 years of experience in Personal and Private Banking, with a proven track record in front-line banking operations, client relationship management, and delivering tailored financial solutions.

Comprehensive Product and Process Knowledge:

Strong understanding of retail and business products, sales strategies, branch procedures, and operational compliance, including cross-selling and optimizing financial outcomes for clients.

Leadership and Client-Centric Excellence:

Skilled in leading sales teams, driving performance, coaching, and delivering exceptional client service through proactive and empathetic engagement in high-pressure environments.

Additional Information



To manage and develop a team and all other available resources (people, process and systems) within the branch to entrench a strong client-focused culture that will enable high-quality service to all customers.



Provide strategic leadership and direction to the Universal Banking team, ensuring alignment with organisational goals and objectives.

Implement and maintain rigorous performance management systems to drive team productivity and efficiency.

Conduct regular performance reviews and provide constructive feedback to team members, addressing any performance issues promptly and professionally.

Oversee the development and execution of comprehensive training programmes to enhance team members' skills and knowledge.

Ensure strict adherence to all regulatory requirements, internal policies, and risk management protocols.

Analyse market trends and competitor activities to identify opportunities for business growth and service improvement.

Develop and implement strategies to enhance customer satisfaction and loyalty, regularly reviewing and refining these approaches.

Manage branch resources effectively, including budget allocation, staffing levels, and technological infrastructure.

Collaborate with other departments to streamline processes and improve overall operational efficiency.

Represent the branch in high-level meetings and negotiations with key stakeholders and partners.

Take full accountability for branch performance metrics, including financial targets, customer satisfaction scores, and compliance ratings.

Proactively identify and mitigate potential risks to branch operations and customer relationships.

Foster a culture of continuous improvement, encouraging innovation and best practice sharing within the team.



Please note:

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Job Detail

  • Job Id
    JD1589601
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    LP, ZA, South Africa
  • Education
    Not mentioned