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Universal Banker
Job Description
We are looking for an experienced, client-focused sales consultant with a proven sales track record to join our branch banking environment as a Universal Banker. This role is suited to a confident frontline banking professional who can engage clients, identify needs, provide appropriate banking solutions and contribute to sustainable sales growth while delivering excellent client service and meeting all risk, compliance and FAIS requirements.
Key Responsibilities:
- Engage clients across branch and related banking channels to understand their needs, resolve queries and provide appropriate banking solutions in line with service, product and legislative requirements.
- Identify sales and demand generation opportunities through client conversations, promote relevant banking products and channels, and contribute to branch sales and growth objectives.
- Open, amend, transfer and close client accounts in line with laid-down procedures, risk controls, KYC, POPIA and FAIS requirements.
- Assess client needs by reviewing account conduct, income and expenditure, scorecards and supporting information to provide informed recommendations and appropriate solutions.
- Educate clients on banking processes, digital functionality, self-service channels, product features and their rights and obligations in line with the Code of Banking Practice.
- Maintain accurate records, update required management information, adhere to team ways of work and contribute to a high-performing branch environment.
Qualifications
- National Certificate or equivalent NQF 5 FAIS-aligned qualification in a field related to banking, financial services, commerce, sales, client service or a related discipline.
- The candidate must meet FAIS Fit and Proper requirements.
Minimum Experience:
- 3 to 4 years’ experience in a branch banking, financial services, contact centre sales or client-facing sales environment.
- Proven sales track record with experience identifying client needs, promoting solutions, cross-selling and achieving sales or growth targets.
- Strong understanding of banking products, client servicing, account opening, application processing and customer acceptance requirements.
- Experience working in a regulated environment where adherence to risk, compliance, KYC, POPIA and FAIS requirements is critical.
- Confident client engagement capability with the ability to build rapport, ask the right questions, handle pressure and provide practical solutions.
Behavioural Competencies:
- Examining Information and Checking Things
- Developing Expertise and Developing Strategies
- Exploring Possibilities and Generating Ideas
- Embracing Change and Seizing Opportunities
- Establishing Rapport, Interacting with People and Team Working
- Taking Action, Pursuing Goals and Meeting Timescales
Technical Competencies:
- Application & Submission Verification (Consumer Banking)
- Banking Process & Procedures
- Client Acceptance & Review
- Customer Understanding ( Consumer Banking)
- Processing
- Product Knowledge (Consumer Banking)
Click here to apply
Prestige Banking Relationship Banker
Job Description
To acquire, service and retain clients within the Prestige Banking segment by delivering exceptional relationship management, conducting structured needs analyses and deepening product uptake across lending, transactional and digital banking. The role focuses on proactive portfolio growth, quality client engagement, and the identification of wealth, investment and fiduciary opportunities through collaboration with specialist teams.
Key Responsibilities:
- Manage and grow an assigned Prestige client portfolio through proactive engagement, needs‑based conversations and consistent relationship building
- Deepen client banking relationships by identifying opportunities across transactional, lending, digital and rewards solutions
- Identify wealth, investment, fiduciary and estate planning needs and refer clients to Financial Planners, Investment Consultants and specialist teams
- Conduct structured client reviews to understand financial goals and recommend appropriate banking solutions
- Action client service requests efficiently across digital, voice and branch channels, ensuring fast turnaround and a seamless client experience
- Uphold governance and compliance standards by completing all AML, KYC, due diligence, arrears management and regulatory requirements on time
Qualifications
- Bachelor’s Degree in Commerce, Banking, Finance or related field or Advanced Diploma (NQF 7) FAIS-recognised qualification
- Valid driver’s licence and mobility to travel to client sites
Experience Required:
- 2 years total banking experience, with 1 to 2 years FAIS-related experience in a physical, virtual or voice branch environment
- Proven experience in relationship banking, managing a personal, prestige or affluent client portfolio
- Exposure to wealth management, investment consulting, or financial planning referral environments
- Demonstrated ability to grow a portfolio, drive product entrenchment (lending, transactional and digital) and retain clients
- Experience working across multi-channel environments to action client requests, manage credit applications and resolve service gaps
Behavioral Competencies:
- Articulating Information
- Challenging Ideas
- Conveying Self-Confidence
- Convincing People
- Developing Expertise
Technical Competencies:
- Banking Process & Procedures
- Client Knowledge
- Client Retention & Client Servicing
- Customer Understanding ( Consumer Banking)
- Risk Awareness & Risk Identification
Click here to apply
Private Banking Relationship Manager
Job Description
We are seeking a dynamic and results-driven Relationship Manager to join our Private Banking team. This role is responsible for growing, managing, and retaining a portfolio of high-net-worth clients while delivering exceptional value through personalised financial solutions.
Key Responsibilities:
- Develop and maintain strong relationships with high-net-worth clients by providing tailored financial solutions, proactive engagement, and outstanding service.
- Conduct in-depth financial analyses, create personalised banking strategies, and ensure full compliance with regulatory requirements and internal policies.
- Analyse industry trends, assess the competitive landscape, and provide performance reports to support informed decision-making and drive business growth.
Qualifications
- FAIS aligned Degree in Business Commerce (NQF7 or higher)
- FAIS Representative certification is mandatory, in line with regulatory requirements.
Required Experience:
- Minimum of 7 years’ experience in financial services, with at least 5–7 years in a relationship management or private banking role.
- Proven ability to analyse clients’ financial needs, identify opportunities, and deliver tailored financial solutions that create value for both client and bank.
- Demonstrated success in client acquisition, retention, and portfolio management within a high-net-worth segment.
- Experience in structuring credit applications and facilitating complex lending, investment, and offshore product offerings.
- Proficient understanding of banking processes, financial acumen, and consumer banking products.
Behavioural Competencies:
- Articulating Information & Providing Insights
- Interpreting Data & Examining Information
- Developing Expertise
- Convincing People & Establishing Rapport
- Producing Output
- Seizing Opportunities
- Taking Action
Technical Competencies:
- Banking Process & Procedures
- Commercial Acumen
- Customer Understanding ( Consumer Banking)
- Financial Acumen
- Product Knowledge (Consumer Banking)
- Risk Identification
- Risk Reporting
Click here to apply
Provincial Client Experience Manager
Job Description
To implement and drive the adoption of client experience standards, frameworks and ways of working across the Personal and Private Banking South Africa value chain, including Client Solutions, Digital, Operations, Fraud and Risk.
The role will proactively identify, prioritise and implement opportunities to improve the client experience, while putting in place measures to track impact and strengthen consistent execution. This will support PPB SA’s continued transition to a client-led platform business, with client needs remaining central to how products, services and processes are delivered.
Key Responsibilities:
- Drive Client Experience Standards: Embed and continuously improve client experience standards, frameworks and business rules across PPB SA.
- Improve Client Journeys: Identify service gaps and simplify processes to improve end-to-end client experiences.
- Use Data and Insights: Translate client feedback, service trends and operational data into targeted improvement actions.
- Lead Change and Collaboration: Partner across the value chain to implement client experience initiatives and drive effective change.
- Strengthen Governance and Risk: Deliver client experience outcomes within appropriate risk, regulatory and compliance requirements.
Qualifications
- Degree (NQF Level 7 or higher) in Banking, Business, Commerce, Customer Experience or a related field.
Minimum Experience:
- 5–7 years’ experience within a complex service environment.
- Strong experience within banking or financial services, with a sound understanding of products, processes and systems.
- Experience in client experience, service improvement and operational execution.
- Sound knowledge of client-related legislation, risk and regulatory requirements within a banking environment.
- Proven ability to work across multiple stakeholders and translate insights into practical client experience improvements.
Behavioural Competencies:
- Articulating Information and Team Working
- Developing Strategies and Providing Insights
- Directing People, Inviting Feedback and Resolving Conflict
- Examining Information, Interpreting Data and Making Decisions
- Following Procedures and Producing Output
Technical Competencies:
- Compliance and Risk Awareness
- Risk Identification and Risk Reporting
- Customer Reception and Channelling
- Product Knowledge
Click here to apply
Personal and Private Banking (PPB) SA SB Private Young Professionals Western Cape Graduate Programme
Job Description
Are you a recently qualified graduate with a passion for connecting with people and creating exceptional client experiences? If so, the PPB SB Private Western Cape Graduate Programme is your gateway to an exciting career at Standard Bank – where we are committed to helping you achieve your dreams. We’re looking for talented, driven individuals to join our Young Professionals environment. This is your chance to deepen your understanding of client relationship management within SB Private: Young Professionals, while working alongside industry experts.
Our programme offers:
- Exposure to relationship banking within the financial services sector.
- Rotational assignments that build cross-functional expertise.
- Active learning opportunities and practical applications guided by experienced coaches.
- The chance to present your insights and results to a wide range of stakeholders.
Your journey of growth starts here:
- Experience the power of learning through rotational assignments across multiple departments within SB Private. Each rotation is designed to give you hands-on exposure to different business functions within SB Private, helping you build skills, broaden your perspective, and accelerate your career.
- You’ll engage in face-to-face work immersions, guided by experienced leaders who will support you every step of the way. You will also gain practical experience, through online and classroom training to enhance your knowledge.
- Every rotation is an opportunity. Every challenge is a chance to grow. Your future starts now – embrace the journey!
Qualifications
Completed Undergraduate within 2 years or Postgraduate qualification (recently completed or completing in 2026):
- BCom Finance, Investment (General)
Additional Information
Minimum Requirements:
- Must be a South African citizen.
- Should you have work experience, it should not exceed 12 months.
- Full academic transcripts to be submitted with application for undergraduate and postgraduate studies.
Programme duration: 12 months
Click here to apply
We wish you all the best with your applications
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