Bank Branch Consultant | Umhlanga

The Recruitment Council; Umhlanga Rocks; On-site; ZAR 300 000 - 400 000; Full time

Job summary

Join a dynamic team as a Bank Branch Consultant, where your sales expertise will shine! In this role, you'll be at the forefront of customer engagement, promoting a comprehensive range of banking products while developing new leads and maintaining existing relationships. Your ability to meet and exceed sales targets will directly contribute to the branch's success. With a strong focus on customer service, compliance, and continuous personal development, this position offers a vibrant work environment where your contributions are valued. If you're results-driven and passionate about helping clients achieve their financial goals, this is the perfect opportunity for you!

Qualifications

• NQF 6 qualification or business-related degree required.
• Minimum 2 years of sales and client service experience.

Responsibilities

• Achieve customer growth and revenue targets through proactive engagement.
• Maintain and grow customer relationships to generate new business.
• Ensure compliance with all regulatory requirements and Bank policies.

Skills

Sales Strategy

Customer Relationship Management

Financial Needs Analysis

Attention to Detail

Administrative Skills

Communication Skills

Networking Skills

Education

NQF 6 FSCA aligned qualification

Business-related degree

Job description

Join our client as a Bank Branch Consultant, where you’ll promote and sell our client’s comprehensive product range to clients. Your role involves developing new contacts and sales leads through our client’s internal campaigns and your own referrals, all while upholding the highest standards of responsibility and client service.

Key Responsibilities:

Sales Focus:

1. Achieve and exceed customer growth, revenue, and collections targets.
2. Meet individual activity metrics for all product lines.
3. Execute the Bank’s sales strategy, focusing on upselling, cross-selling, and capital take-up.
4. Proactively engage with existing and prospective customers through outbound calls and in-person visits.
5. Convert sales opportunities from customer queries, inbound requests, and lead generation.
6. Maintain and grow relationships with customers to generate new business.
7. Manage your sales pipeline, ensuring accurate tracking of prospects and activities.
8. Conduct financial needs analyses and follow up with clients as necessary.
9. Prepare and present weekly, monthly, and quarterly sales reports.
10. Manage cash, CAM, and credit card administration tasks as required.

Marketing Focus:

1. Stay informed about products, services, and market trends.
2. Identify and act on referral opportunities within the branch.
3. Support the branch’s business goals through marketing, promotions, and community events.
4. Ensure compliance with marketing policies and procedures.

Risk & Compliance Focus:

1. Ensure high deal quality by accurately completing product applications with customers.
2. Adhere to all regulatory requirements and Bank policies.
3. Report any incidents of fraudulent behavior or compliance breaches.
4. Maintain a zero-defect approach in deal quality and income/expense capturing.

Customer Service:

1. Uphold the Bank’s Customer Service Standards and Treating Customers Fairly (TCF) principles.
2. Take ownership of application quality, query resolution, and customer satisfaction.
3. Work collaboratively to enhance customer engagement and success.

Training & Development:

1. Participate in ongoing sales and service development training.
2. Complete all required product, risk, and compliance training.
3. Engage in personal development initiatives to enhance your value to customers.

Operational Activities:

1. Ensure compliance with all branch security, safety, and operational procedures.
2. Perform additional administrative duties as required by management.

Qualifications:

1. NQF 6 FSCA aligned qualification or business-related degree.
2. Minimum 2 years of sales and client service experience.
3. Full Rep in all Product Categories.

Technical Skills:

1. Strong attention to detail and accuracy.
2. Excellent administrative and client-focused skills.
3. Proven ability to sell and close deals.

Behavioural Competencies:

1. Results-driven with a strong customer focus.
2. Effective communication and networking skills.
3. Ability to follow instructions and procedures meticulously.

Apply now to be part of a dynamic team that values customer success and professional growth.