Western Cape: Universal Bankers x 25 – Face to Face – Western Cape posted by Energy at Work Projects

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.

? 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!