As a Branch Delivery Support Advisor, you will be responsible for providing compliant, professional financial advice and managing client relationships within a high-volume service branch environment
Job Summary
As a Branch Delivery Support Advisor, you will be responsible for providing compliant, professional financial advice and managing client relationships within a high-volume service branch environment.
The role involves achieving sales targets, maximizing cross-selling opportunities, and contributing to the growth of the business unit’s assets and overall financial performance.
You will have opportunities for personal and professional growth, working in a dynamic team environment and making an impact as a brand ambassador in the local market.
Matching Summary
As a Branch Delivery Support Advisor, you will be responsible for providing compliant, professional financial advice and managing client relationships within a high-volume service branch environment.
Skills & Requirements
Must-have
Compliant financial advice delivery
Sales target achievement
Customer relationship management
Knowledge of FAIS and TCF principles
Use of CRM and sales pipeline systems
Cross-selling and lead generation
Nice-to-have
Client-focused and ethical approach
Strong communication and interpersonal skills
Problem solving skills
Agile and flexible
Results-driven with planning skills
Attention to detail and compliance awareness
Key Requirements
Minimum Grade 12 / NQF Level 4
Preferred NQF Level 5 Certificate in Banking or related fields
Preferred Regulatory Examination (RE Level 5)
1–3 years customer-facing financial services experience