Universal Banker (Level 1)

Business Segment: Personal & Private Banking

To build foundational knowledge and practical insight into delivering banking services by shadowing experienced Universal Bankers and engaging in supervised learning. Observe how client needs are identified and addressed, developing a strong understanding of account servicing processes, product offerings, compliance requirements, and customer experience standards. Prepare for future independent client engagement by gaining skills and accreditations required.

• Secondary/High school/A levels/Matric
• NQF5 Relevant FAIS qualification and experience.

• 1-2 years
• If no FAIS experience, would then need to operate under supervision.
• Previous experience in branch banking or contact centre environment with good understanding of bank processes, policies and products.

• Generating Ideas
• Exploring Possibilities
• Providing Insights
• Adopting Practical Approaches
• Banking Process & Procedures
• Client Acceptance & Review
• Customer Understanding ( Consumer Banking) &Product and Services Knowledge