Team Leader, Branch

Business Segment: Personal & Private Banking

Location: ZA, WC, Cape Town, 76 Van Riebeeck Road

To ensure the effective functioning of a Point of Representation (POR/s) by overseeing both operational aspects (e.g., security, cash handling, and compliance) and sales and service functions, in alignment with client experience guidelines and laid-down banking requirements. This applies where Universal Banker I, Cash Consultant I/II, Forex, and Customer Liaison Officer (CLO) roles are present.

• Operational Efficiency & Risk Management: Oversee branch operations, ensure compliance with security, cash handling, and banking regulations, and implement risk controls to maintain a secure environment.
• Customer Service & Sales Performance: Lead front-line teams to deliver excellent service, drive sales, promote banking solutions, and enhance the customer experience across multiple channels.
• Team Leadership & Development: Manage and develop a high-performing team, overseeing recruitment, training, performance management, and fostering a culture of accountability and service excellence.
• Compliance & Financial Oversight: Ensure adherence to FAIS regulations, monitor financial transactions and cost efficiency, and collaborate with stakeholders to drive operational improvements.

Minimum Qualifications

• First Degree in Business Commerce (NQF7 FAIS recognised qualification)

Mandatory Experience

• 5-7 years of experience in Personal and Private Banking, with a strong understanding of branch banking processes, policies, and products.
• Must hold a relevant FAIS qualification, with proven expertise in compliance, risk assessment, fraud prevention, and regulatory adherence within a branch environment.
• Demonstrated ability to lead a team in delivering exceptional customer service, achieving sales targets, and driving financial aspirations through multiple banking channels.
• Skilled in overseeing branch operations, managing resources, ensuring process efficiency, and implementing people management strategies, including recruitment, training, and performance management.

• Adopting Practical Approaches
• Articulating Information &Providing Insights