Business Banking Advisor

FNB South Africa; Cape Town; On-site; ZAR 250,000 - 350,000; Full time

Job summary

A prominent banking institution in Cape Town is seeking a Business Banking Advisor to deliver exceptional customer service and drive sales growth. The ideal candidate has 2-3 years of experience in retail or commercial banking and must be FAIS-compliant. Key responsibilities include managing client relationships, ensuring compliance with audits, and achieving sales targets. This role offers a dynamic work environment focused on growth and excellent service delivery.

Qualifications

• FAIS Compliant (RE5) required.
• 2-3 years of retail or commercial banking experience.
• Ability to work in a call center environment.

Responsibilities

• Provide excellent customer service and process requests efficiently.
• Manage existing clients and grow the portfolio.
• Ensure compliance with legislative and audit requirements.

Skills

Customer service excellence

Sales achievement

Client relationship management

Cross-selling

Lead generation

Education

NQF Level 5 (Financial)

Job description

Job Title: Business Banking Advisor

Job Location: Western Cape, Cape Town

Deadline: August 31, 2025

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Job Description:

The Business Banking Advisor is responsible for providing excellent customer service by ensuring prompt service, understanding customer needs, and processing requests efficiently.

The ideal candidate should have the following experience:

• Achieve net profit growth for the business
• Deliver exceptional service that exceeds customer expectations through proactive, innovative, and appropriate solutions
• Manage existing clients and grow the portfolio through contact and lead generation
• Increase the active customer account base to expand the client portfolio
• Maintain expert knowledge of specific products, pricing, application procedures, processing, and timelines to meet sales targets
• Maximize cross-selling opportunities within the business portfolio and strengthen client relationships
• Contact prospective clients and sell suitable banking products to meet sales goals
• Provide efficient administrative support through careful planning, reporting, and updating of all related information
• Ensure compliance with legislative and audit requirements
• Enter and maintain qualified leads in the sales pipeline daily
• Monitor and influence sales and service activities to increase efficiency
• Provide accurate sales and service statistics
• Focus on personal development to enhance competencies
• Achieve individual results through effort and skill
• Build and maintain strong relationships with internal and external stakeholders

Ideal Candidate:

• FAIS Compliant (RE5)
• 2-3 years of retail or commercial banking experience
• NQF Level 5 (Financial)
• Ability to work in a call center environment
• Willing to work in Cape Town Central

End Date: August 17, 2025