Universal Banker at Standard Bank in Hermanus
Standard Bank · Hermanus, Western Cape
Overview
Standard Bank is looking for an experienced Universal Banker to join their Hermanus branch. You'll help clients with their banking needs, open and manage accounts, and contribute to branch sales while working in a regulated banking environment. This full-time role suits a confident sales-focused banking professional with 3 to 4 years of experience.
About the role
As a Universal Banker at Standard Bank in Hermanus, you will be the friendly face clients see when they walk into the branch or contact the bank through related channels. Your day will involve engaging with clients to understand what they need, resolving their queries, and recommending banking products or solutions that genuinely fit their situation.
You will also play an important part in growing branch sales by spotting opportunities during client conversations and promoting relevant products and digital channels. Opening, amending, transferring and closing client accounts will be part of your routine, all while following the correct procedures and meeting risk, compliance, KYC, POPIA and FAIS requirements.
You will review client account conduct, income and expenditure, and supporting information to give informed recommendations. Educating clients about banking processes, digital functionality, self-service channels and their rights and obligations is also key to helping them bank confidently.
Application note: You will apply on Standard Bank's official recruitment site through the link provided. Make sure your CV is up to date and clearly shows your branch banking or client-facing sales experience before you start your application.
Requirements
- A National Certificate or equivalent NQF 5 FAIS-aligned qualification in banking, financial services, commerce, sales, client service or a related field
- Must meet FAIS Fit and Proper requirements
- 3 to 4 years of experience in branch banking, financial services, contact centre sales or client-facing sales
- A proven sales track record with experience identifying client needs, cross-selling and achieving sales targets
- Strong understanding of banking products, client servicing, account opening and application processing
- Experience working in a regulated environment with risk, compliance, KYC, POPIA and FAIS requirements
- Confident client engagement skills with the ability to build rapport, handle pressure and provide practical solutions
- Behavioural competencies including checking things, examining information, following procedures, convincing people, establishing rapport and developing expertise
- Technical competencies in application and submission verification, banking process and procedures, client acceptance and review, customer understanding, processing and product knowledge
Responsibilities
- Engage clients across branch and related banking channels to understand their needs and provide appropriate banking solutions
- Identify sales and demand generation opportunities during client conversations and promote relevant banking products and channels
- Contribute to branch sales and growth objectives by meeting service, product and legislative requirements
- Open, amend, transfer and close client accounts in line with procedures, risk controls, KYC, POPIA and FAIS requirements
- Assess client needs by reviewing account conduct, income and expenditure, scorecards and supporting information
- Educate clients on banking processes, digital functionality, self-service channels, product features and their rights and obligations
- Maintain accurate records, update management information and adhere to team ways of work
- Contribute to a high-performing branch environment and deliver excellent client service
Job details
- Organisation
- Standard Bank
- Location
- Hermanus, Western Cape
- Job type
- Full time
- Experience level
- Mid (3+ years)
- Education
- Certificate
- Category
- Banking & Insurance
- Posted
- 26 October 2026 (1 week ago)
- Application Method
- Apply online
Success Guide
Applying for a Universal Banker role at Standard Bank is a great step if you enjoy working with people and have a sales streak. Your CV should clearly show your branch banking or client-facing sales experience, including specific examples of how you met sales targets or handled client queries. Since this role works with FAIS and compliance requirements, mention any relevant qualifications or training you have completed.
In an interview, expect questions about how you build rapport with clients, how you handle pressure when targets are tight, and how you make sure you follow procedures correctly. Be ready to talk about a time you identified a client need and recommended a solution. Also show that you understand the importance of compliance in banking. Arrive prepared to discuss real examples from your past work. Good luck!
How we help you prepare
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