Branch Advisor Fais Pipeline

RMB

Build and maintain strong client relationships
Achieve sales results and targets
Educate customers on echannels
The role involves building strong relationships with clients while providing contextual and integrated financial solutions to help them achieve their goals

Job Summary

  • The role involves building strong relationships with clients while providing contextual and integrated financial solutions to help them achieve their goals.
  • Candidates will be responsible for migrating cash transactions to digital channels and educating customers on the correct banking platforms aligned with their needs.
  • The position offers opportunities for personal and professional growth within a dynamic team that values diversity and an inclusive environment.

Matching Summary

The role involves building strong relationships with clients while providing contextual and integrated financial solutions to help them achieve their goals.

Skills & Requirements

Must-have

  • Build and maintain strong client relationships
  • Achieve sales results and targets
  • Educate customers on eChannels
  • Analyze customer data for solutions
  • Adhere to TCF principles

Nice-to-have

  • Customer centric mindset
  • Persuasive selling skills
  • Agile and flexible approach
  • Strong communication abilities
  • Results-driven attitude

Key Requirements

  • NQF5 or higher financial qualification
  • 1-2 years Client Services experience
  • Understanding of regulated environment rules

Work Rights

Not specified

Tailored Resume

Cover Letter