Are you someone who can:
- Build and maintain strong relationships with clients.
- Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.
- Effectively communicate with clients and have the ability to explain processes and requirements in a simple manner.
- Ensure compliance with rules and processes and has attention to detail.
- 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.
- Analyse customer data and recommend tailored solutions.
- Achieve sales results by providing contextual and integrated financial solutions to customers.
- Conduct yourself in an ethical manner.
- Takes accountability for own performance, personal and career development.
- Show empathy with customers.
- Stay updated on industry trends and product knowledge.
- Maximize channel optimisation opportunities identified aligned to customer needs
- Ensure activities support cost containment and reduction
- Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions
- Fulfilling transactions above the benchmark set and providing an exceptional customer experience
Qualification & Experience Requirement
- 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
- You will be an ideal candidate if you possess the following:
- Excellent communication and relationship‑building skills and an ability to engage diverse customer needs
- Confidence in guiding customers toward digital and Self‑Service solutions
- Ability to identify sales opportunities and support portfolio growth
- High levels of accuracy, discipline, and adherence to process
- Strong organising, planning, and time‑management capability
- Commitment to delivering consistent, exceptional service
You will have access to:
- Opportunities to build relationships as part of a dynamic team.
- A challenging working environment
- Personal and professional growth
- Opportunities to have an impact in a local market as a brand ambassador.
You can be a match if you are:
- Customer Centric.
- Enjoy solving problems.
- Persuasive selling skills
- Able to understand rules in a regulated environment.
- Agile and Flexible
- Strong communication and interpersonal skills
- Have a results-driven attitude with a passion for exceeding targets.
- Have excellent Organisational skills and attention to detail.
End Date: July 8, 2026
