Responsibilities
Build and manage long‑term client relationships to support retention and growth Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations Educate customers to the correct banking platform aligned with their needs Connect with our customers by living up to our brand promise of “how can we help you?” at all times Analyze customer data and provide appropriate financial advice and solutions aligned to client financial goals and in accordance with FAIS requirements Maintain accurate and complete client records and documentation Achieve individual and branch sales and service targets Conduct yourself in an ethical manner Take accountability for your own performance, personal and career development Show empathy to customers Stay updated on industry trends and product knowledge Manage leads, referrals, and client follow‑ups within agreed turnaround times Qualifications
Minimum Qualification: Grade 12 / NQF Level 4 Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services Candidate Profile
Strong understanding of FAIS, TCF, and client‑centric advice principles Proven ability to meet sales, service, and compliance targets Client‑focused and have an ethical approach to advice Enjoy solving problems Persuasive selling skills Agile and flexible Strong communication and interpersonal skills Results‑driven with strong planning and organization skills Attention to detail and high compliance awareness Ability to work independently and within a team Benefits
Opportunities to build relationships as part of a dynamic team A challenging working environment Personal and professional growth Opportunities to have an impact on a local market as a brand ambassador Employment Equity and Disability Support
