To provide advice, support and/or sales through excellent service and solutions delivery and product knowledge to ensure an excellent banking experience for customers
Job Summary
To provide advice, support and/or sales through excellent service and solutions delivery and product knowledge to ensure an excellent banking experience for customers.
Assist with profit growth for the business through sales and acquisition of new clients.
Achieve expected financial targets and uphold associated service levels.
Matching Summary
To provide advice, support and/or sales through excellent service and solutions delivery and product knowledge to ensure an excellent banking experience for customers.
Skills & Requirements
Must-have
Provide advice and support to customers
Deliver excellent banking experience
Drive profit growth through sales
Manage client portfolios and engagement
Identify and manage sales opportunities
Comply with regulatory requirements
Nice-to-have
Contribute to a culture of service excellence
Pro-active client engagement
Seek timely and clear feedback
Key Requirements
FSCA Recognized NQF level 5
RE5 Mandated for intermediary sub-cats 1.17, 1.18 and 1.22