Universal Banker - Standard Bank

eg. Accountant or Accounting or Kempinski



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1. Patiently scroll down and read the job description below.

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3. Carefully follow the instructions on how to apply.

4. Always apply for a job by attaching CV with a Cover Letter / Application Letter.


Job Purpose

Takes personal customer sales demand (Lending, Retentions, Enablement, Home Loans Sales, Ucount) or service enquiries for two or more of the following: Transactional, Risk, Segment (service only), Fleet, Wealth, Travel Wallet / Secure Code, and or just Secured Lending, or Biz Direct across various mediums (i.e. phone, fax, e-mail, social media etc.) accurately and within agreed service times.

To act as an initial point of contact for all customer sales and service-related requests.

Key Responsibilities/Accountabilities

Customer Service:

  • Resolves personal customer for e.g. Segment, Transactional, Risk, Self Service and or Secured Lending sales and service-related queries (e.g., opens investment accounts, etc.).
  • Listens to the customer and asks appropriate questions and makes an effort to understand the customer’s needs/concerns/situation.
  • Identifies and actions cross-sell and up-sell opportunities as required.

Outbound Sales Request (where relevant):

  • Handles calls via the dialler to position products in order to achieve sales targets.
  • Follows and logs the stipulated process to complete the sale.

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Operational efficiency and effectiveness

  • Follows the allocated staffing schedule to maximise availability to the customer at all times.
  • Provides quality service to customers in order to fulfil their needs within the least amount of time.
  • Accurately logs calls (e.g., records the customer interaction by capturing leads, queries, complaints, compliments, contact details, etc.)
  • Uses the system appropriately to accurately and effectively answer and resolve customer calls.
  • Proactively educates the customer about self-service transactional options and appropriate self-service channels.
  • Follows the relevant risk and compliance procedures, work instructions and business requirements

Preferred Qualification and Experience

  • Matric coupled with a completed FAIS qualification (at least NQF Level 5)
  • RE 5 - advantageous
  • 2 - 4 years Banking experience

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