Entrenchment Universal Banker (Telesales)

About the role

Standard Bank Group is hiring an Entrenchment Universal Banker in Gqeberha to drive sales growth and deepen client relationships in Personal and Private Banking. The role combines proactive outbound and inbound telesales with virtual client engagement by call, chat and email, turning sales opportunities into the right solutions and meeting set sales, cross-sell and entrenchment KPIs such as activation, onboarding and retention.

Key responsibilities

• Sell and cross-sell Personal and Private Banking products through outbound and inbound telesales, owning individual sales targets and KPIs.
• Run outbound sales and entrenchment campaigns and turn inbound enquiries into sales, increasing transactional activity, cross-sell and retention.
• Hold needs-based sales conversations that identify client needs, recommend the right solution and secure the sale.
• Explain product features, benefits, pricing and conditions clearly, and educate clients on self-service, Interactive Voice Response and their rights and obligations under the Code of Banking Practice.
• Capture applications and daily activity accurately on the required tools, and comply with risk, compliance and Financial Advisory and Intermediary Services Act requirements.

Required profile

• National Certificate in Banking (NQF 5), FAIS-recognised, or an equivalent relevant qualification.
• Meets the applicable FAIS Fit and Proper requirements for the role.
• At least 2 to 3 years of total experience in a call centre environment, with a good understanding of bank processes, policies and products.
• Experience as an Outbound Sales Consultant or similar target-driven telesales role, preferably in banking, insurance or funeral policy sales.
• Proven ability to achieve sales targets, handle objections and convert client conversations into sales.

Required skills

• Outbound and inbound telesales, needs-based selling and cross-sell, objection handling and closing.
• Banking, insurance and funeral product knowledge.
• Risk, compliance and regulatory governance.
• Sales performance and client relationship management systems.