We are looking for an experienced, client-focused Universal Banker to support the delivery of sales, service, client experience and operational objectives within a branch and Local Market environment.
The role is responsible for engaging with Personal, Prestige and Private Banking clients, understanding their banking needs and resolving client demand in a one-and-done manner where possible. The Universal Banker will also partner closely with the Universal Banking Team Leader to support the execution of Local Market initiatives, identify client growth opportunities, promote appropriate banking solutions and contribute to a high-performing branch environment.
The role may require travel within the Local Market from time to time to support client engagement, branch initiatives and business execution.
Key Responsibilities
- Engage with clients across branch and digital channels to understand their needs, resolve banking queries, open and maintain accounts and deliver a consistent client experience in line with laid-down procedures.
- Support the Universal Banking Team Leader in executing Local Market initiatives by identifying client opportunities, supporting sales activity and contributing to the delivery of branch and Local Market objectives.
- Identify cross-selling and up-selling opportunities through client conversations, promote relevant banking products and services and encourage the use of digital and non-branch channels.
- Apply risk, compliance and regulatory requirements across all client interactions, including Know Your Customer, Protection of Personal Information, FAIS disclosures, account opening, mandates and application submissions.
- Analyse client information, account conduct and supporting documentation to make informed recommendations, resolve demand within scope and escalate matters where required.
- Contribute to a high-performing team culture by following agreed ways of work, supporting team learning, sharing insights and assisting colleagues where needed.