Universal Banker at Standard Bank in Somerset West
Standard Bank · Somerset West, Western Cape
Overview
Standard Bank is looking for an experienced Universal Banker to join their Somerset West branch. You will work directly with clients, helping them with banking needs while identifying opportunities to offer products and services. This is a great opportunity if you enjoy sales and client service in a professional banking environment. You will need 3 to 4 years of experience in banking or financial services sales.
About the role
As a Universal Banker at Standard Bank in Somerset West, you will work at the frontline of the branch, engaging with clients across various banking channels. You will be responsible for understanding client needs, resolving queries, and offering suitable banking solutions while making sure everything complies with risk, FAIS, and legislative requirements.
Your day to day will involve having conversations with clients to find sales opportunities, promoting banking products, and opening, amending, or closing accounts according to procedure. You will also assess client needs by reviewing their income, account conduct, and other information, then make informed recommendations.
Part of the role is educating clients on digital banking options, product features, and their rights, so you will need to explain things clearly. Keeping accurate records and contributing to a high performing branch environment will also be part of what you do.
Applications must be submitted through Standard Bank's official recruitment page. You will not be able to apply via email or in person, so make sure you complete the online application fully.
Requirements
- 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
- Minimum 3 to 4 years of experience in branch banking, financial services, contact centre sales or client facing sales environment
- Proven sales track record, including identifying client needs, promoting solutions, cross selling and achieving targets
- Strong understanding of banking products, client servicing, account opening, application processing and customer acceptance
- Experience in a regulated environment with risk, compliance, KYC, POPIA and FAIS requirements
- Confident client engagement skills with the ability to build rapport, ask the right questions and handle pressure
Responsibilities
- Engage with clients across branch and related banking channels to understand their needs, resolve queries and provide suitable banking solutions
- Identify sales and demand generation opportunities during client conversations and promote relevant banking products and channels
- Open, amend, transfer and close client accounts according to 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
Job details
- Organisation
- Standard Bank
- Location
- Somerset West, Western Cape
- Job type
- Full time
- Experience level
- Mid (3+ years)
- Education
- Certificate
- Category
- Banking & Insurance
- Posted
- 19 October 2026 (2 weeks ago)
- Application Method
- Apply online
Success Guide
Applying for a Universal Banker role at Standard Bank means you need to show that you are comfortable with both sales and client service. When you prepare your CV, highlight any experience you have in a bank branch or financial services environment, especially where you had to meet sales targets or explain products to clients. Be ready to talk about how you handle pressure and how you build trust with clients.
For the interview, think of examples where you identified a client need and offered a solution or where you had to follow strict compliance procedures. Standard Bank values professionalism, so dress neatly and arrive early. Make sure your application is submitted through their official careers page and that all your qualifications are clearly listed, especially anything related to FAIS. Good luck!
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