Are you someone who can:
- 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
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
End Date: July 5, 2026
