Telesales Universal Banker at Standard Bank in Gqeberha
Standard Bank · Gqeberha, Eastern Cape
Overview
Standard Bank is hiring an Entrenchment Universal Banker in Gqeberha to drive sales and deepen client relationships through telesales and virtual engagement. If you have call centre experience and a flair for selling banking products, this full time role offers a chance to grow your career in retail banking while helping clients find the right solutions. Bring your target driven attitude and join a leading bank.
About the role
As an Entrenchment Universal Banker at Standard Bank, you will be the voice of the bank for Personal and Private Banking clients. Your main focus will be on selling and cross selling banking products through outbound and inbound calls, chats and emails. You will run sales campaigns, convert enquiries into sales, and have needs based conversations with clients to recommend the right solutions. You will also explain product features and benefits, capture applications accurately, and make sure everything complies with banking rules and FAIS requirements.
How to apply: Use the apply button to submit your application on Standard Bank's official careers site. Make sure your CV and supporting documents are up to date before you start.
Requirements
- National Certificate in Banking (NQF 5) that is FAIS recognised, or an equivalent relevant qualification
- Must meet the FAIS Fit and Proper requirements for the role
- Minimum of 2 to 3 years total experience in a call centre environment
- Good understanding of bank processes, policies and products
- Experience as an Outbound Sales Consultant or in a similar target driven telesales role, preferably in banking, insurance or funeral policy sales
- Experience engaging clients telephonically, identifying sales opportunities and promoting products across outbound and inbound calls
- Proven ability to achieve sales targets, handle objections and convert conversations into sales
- Experience working with sales targets, conversion rates, client relationship management systems and sales reporting
- Behavioural competencies: convincing people, pursuing goals, establishing rapport, meeting timescales, following procedures, upholding standards
- Technical competencies: outbound and inbound telesales, needs based selling and cross sell, objection handling and closing, banking and insurance product knowledge, risk and compliance, sales performance and CRM systems
Responsibilities
- Sell and cross sell Personal and Private Banking products through outbound and inbound telesales, taking ownership of individual sales targets and KPIs
- Run outbound sales and entrenchment campaigns and convert inbound enquiries into sales
- Deliver uplift in transactional activity, cross sell and client retention
- Hold needs based sales conversations to identify client needs, recommend the right solution and secure the sale
- Explain product features, benefits, pricing and conditions clearly
- Educate clients on self service, Interactive Voice Response and their rights and obligations in line with the Code of Banking Practice
- Accurately capture applications and daily activity on the required tools
- Adhere to all risk, compliance and FAIS requirements
Job details
- Organisation
- Standard Bank
- Location
- Gqeberha, Eastern Cape
- Job type
- Full time
- Experience level
- Junior (2+ years)
- Education
- Certificate
- Category
- Sales & Business Dev
- Posted
- 7 November 2026 (1 day ago)
- Application Method
- Apply online
Success Guide
This role is all about selling banking products over the phone and building relationships with clients. If you have call centre experience and enjoy working towards targets, you already have a strong starting point. When you prepare your CV, highlight any telesales roles you have done, especially ones where you had to meet sales targets or handle objections. Mention the systems you have used, like CRM tools, and show that you understand banking products. Since the job requires a National Certificate in Banking (NQF 5) and FAIS recognition, make sure your qualifications are clear. If you have not worked specifically in banking but have sold insurance or funeral policies, that experience counts. Be ready to talk about how you handle difficult clients and stay motivated when targets are tough. A positive attitude and clear communication over the phone will take you far in this role. Good luck with your application.
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