SUMMARY:
Universal Bankers x 25 Western Cape Regions (Face to Face)
POSITION INFO:
Are you passionate about helping clients achieve their financial goals? Our client, a leading player in the Financial Services Industry, is expanding their team and looking to appoint 25 dynamic Universal Bankers to join their growing network.
This is a field-based role — not branch-based — where you’ll meet clients face-to-face, build lasting relationships, and offer tailored financial solutions that make a real difference.
What You’ll Be Doing
- Engage directly with clients to promote and open new bank accounts.
- Drive deposits and cross-sell financial products such as loans, funeral cover, and credit life insurance.
- Provide professional, compliant financial advice to clients in accordance with FAIS requirements.
- Build strong client relationships and represent the brand with integrity and professionalism.
- Achieve set sales and performance targets while maintaining excellent client service standards.
What We’re Looking For
- Minimum 1 year of face-to-face sales experience within the banking or insurance sectors.
- Completed NQF Level 5 qualification in Banking or Wealth Management (or a Degree recognized by the FSCA).
- RE5 certification is a strong advantage.
- Experience in providing advice for Category 1.22 is essential.
- Preference will be given to candidates who are accredited for Categories 1.17, 1.18, and 1.22.
- Energetic, target-driven individuals with a passion for client engagement and relationship-building.
Why Join This Opportunity?
- Represent one of South Africa’s most respected financial brands.
- Competitive earning potential with performance-based rewards.
- Opportunity to grow your career in an empowering and professional environment.
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Ready to take your banking career to the next level?Apply now and become part of a team that’s redefining financial engagement in South Africa!
