Entrenchment Universal Banker

About the role

Liberty is hiring an Entrenchment Universal Banker in Gqeberha, South Africa. The role acts as a primary contact for personal and private banking clients, driving growth by deepening relationships through virtual channels such as telephone, email and live chat. It combines customer service with sales, covering both inbound inquiries and proactive outbound campaigns, and fits the profile of a universal banker or sales consultant in a major South African bank.

Key responsibilities

• Run outbound sales campaigns to generate new revenue and turn inbound customer queries into sales.
• Hold needs-based consultations recommending products, explaining features, benefits and fee structures.
• Educate clients on self-service platforms and IVR systems to boost digital adoption.
• Record every client interaction in the bank's CRM systems.
• Follow the FAIS Act so that all advice is compliant with regulatory standards.
• Identify cross-selling and upselling opportunities to increase share of wallet.

Required profile

• National Certificate in Banking (NQF 5) or an equivalent qualification recognised under FAIS, and meeting all "Fit and Proper" requirements of the Financial Sector Conduct Authority.
• 2 to 3 years of experience in a high-pressure, target-driven call centre; banking, insurance or funeral policy sales preferred.
• Ability to build rapport quickly over the phone and meet deadlines and sales targets.

Required skills

• Proficiency in objection handling, closing techniques and needs-based selling.
• Comfort navigating complex regulatory frameworks and institutional procedures.

The role typically comes with a competitive base salary and performance-based incentives, and offers a career path toward senior relationship management or private banking advisory roles for candidates who consistently hit their KPIs.