Standard Bank Universal Banker (Level 2) Jobs in South Africa

Standard Bank Universal Banker (Level 2) Jobs in South Africa

Job Purpose

  • To take demand from Personal and Prestige banking customers for any banking matters ranging from product questions to customer account activities as well as any other service requests. Form an accurate assessment and understanding of the demands in order to act on it in a one-and-done manner that consistently delivers what matters to the customer within product, segment and legislative (e.g., FAIS) parameters.

    Key Responsibilites

  • Take demand and enquiries from customers across all mediums, relating to products, account activities, RCPs, Credit Cards and Overdrafts, and provide them with an immediate response or facilitate the completion of the demand as per the laid down procedures and all regulatory requirements (KYC, POPI etc.) in order to deliver service excellence and therefore contribute to the overall profitability of the branch.

  • Educate customers on all relevant procedures, system functionalities ( e.g. self-service and IVR) and general information, this includes informing customers of their rights and obligations to the bank in accordance with the Code of Banking Practice.

  • Identify demand generation opportunities while conversing with customers and promote the use of multiple branch and non-branch channels to enhance the opportunity for further sales; capture and log the corresponding documentation and customer information as required by policies and regulations.

  • Understand the risks associated with the customer demand and adhere to all risk and compliance requirements when executing on demand.

  • Manage the risks associated with new accounts, mandates and specimen signatures by adhering to risk and compliance requirements (e.g., use of online fingerprint verification, scanning at source, eSign, etc.).

  • Adhere to all required ways of work and team principles to effectively enable a high-performing culture.

  • Collate information on value, variation and failure in the system whilst executing work
    processes, in order to contribute to development of management information for the department.

  • Analyse data and information in order to develop and apply self-correcting action within scope, to enable constant fulfilment of customer demand.

  • Assess what matters to the customer against the ability of processes and systems to meet the customers demand through the analysis of data, in order to make recommendations to the Team Lead to act on the system and as further input into the Enablement and Product areas.

  • Open new personal accounts (including on-boarding), transfers, amends and closes accounts according to laid down procedures (e.g., confirmation of employment, completes AML mandatory fields, etc.).

  • Complete Financial Needs Analysis and Record of Advice documents under supervision for Credit applications.

  • Conduct electronic criminal background screening against the South African Police Service (SAPS) database, primarily for pre-employment purposes for various companies. The service is offered by appointment and facilitated through MIE using their online booking system. (MIE - Managed Integrity Evaluation (Pty) Ltd ).


  • Relevant NQF 5 FAIS qualification. (minimum)

  • 3-4 years' experience in branch branch banking or contact centre environment with good understanding of bank processes, policies and products.

    How to Apply

  • For more information and job application details, see; Standard Bank Universal Banker (Level 2) Jobs in South Africa

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