Retail Banking Advisory & Sales Consultant (FAIS)

Absa Group; Carolina (PR); On-site; USD 40,000 - 55,000; Full time

Job summary

Absa Group is seeking a Retail Banking Advisor to provide needs-based financial advice, sales, and service to individual customers. You will help clients meet personal financial goals while ensuring compliance with FAIS, TCF, and risk frameworks.

Join Absa to deliver exceptional customer experiences, drive growth across branches, and promote digital channels while upholding the bank’s standards and integrity.

Qualifications

• Needs-based financial advice to retail customers.
• Achieve sales targets and deliver professional customer service.
• Adhere to FAIS, TCF, AML/CFT, and POPIA compliance.

Responsibilities

• Proactively acquire customers and meet sales targets.
• Deliver efficient and professional customer service across touchpoints.
• Support lead generation and branch growth initiatives.
• Drive action and conversion of quality leads with accurate reporting.
• Promote digital and self-service adoption to reduce assisted transactions.
• Operate across diverse branch formats and customer segments.
• Deliver first-time-right customer outcomes while upholding Absa’s service standards.
• Collaborate within the team to improve performance culture.
• Maintain governance and risk standards in every interaction.

Skills

Sales skills

Customer service

Financial advisory

Education

FETC Banking

Job description

Absa Group is seeking a Retail Banking Advisor to provide needs-based financial advice, sales, and service to individual customers. You will help clients meet personal financial goals while ensuring compliance with FAIS, TCF, and risk frameworks.

Join Absa to deliver exceptional customer experiences, drive growth across branches, and promote digital channels while upholding the bank’s standards and integrity.