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Universal Banker

Employer
Be Different Recruitment
Location
Durban Durban eThekwini, South Africa
Salary
Competitive
Closing date
Feb 4, 2022

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Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
*Reference: JHB005724-NL-1*

Our client, one of the biggest banks in South Africa is urgently looking for Universal Bankers based in Kwa-Zulu Natal Province to take demand (in branch) from personal customers for any banking matters ranging from product questions to customer account activities (e.g. opening accounts, statements, debit order information), whilst forming an accurate assessment and understanding of that demand in order to act on it in a one-and-done manner that consistently delivers what matters to the customer within product and legislative (e.g. FAIS) parameters.
* *
**This is a working from home opportunity as the banks have not returned to the offices. Most of our clients are talking about a hybrid working model**
*In order to be considered the following is required:*

* Minimum: Recognised FAIS NQF5; FAIS recognised NQF6 / Diploma / Degree is an added advantage
* FAIS Regulatory Exam (RE5) Level 1
* Rendering financial services under supervision for intermediary services until product category training is completed
* 1-2 years strong sales experience including conversing with clients as well as identifying demand generation opportunities
* Experience in branch banking or contact centre environment
* Good understanding of bank processes, policies and products
*Product Categories:*

* Long Term Insurance Category A (Funeral Plan)
* Short Term Insurance Personal Lines (Embedded - Personal Accident)
* Long Term Category B1 (Embedded - Credit Life, Funeral Plan Higher Benefit)
* Short Term Commercial Lines (Biz - SE)
* Long Term Deposit: Investment options with access to funds after 12 months
* Short Term Deposit: This is any transactional, savings and or investment product with access to funds before 12 months
*Responsibilities:*

* Determine personal customer demand
* Deliver on personal customer demand - general customer banking demands
* Deliver on customer demand - account opening (personal customers only)
* Drive demand generation opportunities
* Information collation, analysis and reporting
* Successful delivery of outputs would be measured as follows
* Work in self-managed teams
Information displayed above not limited to advertisement.
Please consider your application as unsuccessful if you have not received a response within 14 days of submitting your application. However, please keep a lookout on our website, [www.bedifferent.co.za](http://www.bedifferent.co.za), for available positions which you may be suited for.
R plus Medical Aid, Pension Fund, Provident Fund, Preferential Banking Rates

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