Customer Banking Consultant (FAIS)

Absa Group; eLukwatini; Hybrid; ZAR 350,000 - 500,000; Full time

Job summary

Absa Group currently seeks a Customer Banking Consultant (FAIS) for the Elukwatini branch. Hybrid work arrangement, full-time role with responsibilities spanning needs-based financial advice, sales, and customer service.

The position emphasizes compliance with FAIS, TCF, AML, and POPIA while guiding customers through digital banking options. The role requires proactive sales, strong relationship management, and the ability to educate customers on banking products and digital channels to enhance

Qualifications

• Provides needs-based financial advice to retail customers.
• Delivers sales and service to meet personal financial goals.
• Supports digital adoption and customer education.

Responsibilities

• Proactively acquire customers and meet sales targets.
• Deliver efficient, professional service across touchpoints and resolve queries.
• Support lead generation and campaigns to grow branch performance.
• Manage customer portfolios and conduct regular reviews.
• Ensure compliance with FAIS, AML, CTF and POPIA in every interaction.
• Promote alternative banking channels and educate customers on digital tools.
• Maintain a safe, well-managed branch environment and uphold Absa standards.

Skills

Sales targets

Customer service

Financial advisory

Relationship management

Digital adoption

Education

FETC Banking

FETC Finance

Job description

## Customer Banking Consultant (FAIS)Apply: Hybrid: Elukwatini: Full time: Posted Today: End Date: October 30, 2026 (3 days left to apply): R-15991387### **Empowering Africa’s tomorrow, together...one story at a time.**With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.**Belonging at Absa***Absa is committed to creating an inclusive workplace where everyone can thrive. We are an equal opportunity employer and welcome applications from suitably qualified individuals from diverse backgrounds. In support of our Diversity, Equity, Inclusion and Belonging (DEIB) commitments and Employment Equity objectives, preference may be given to candidates from underrepresented designated groups, including persons with disabilities. We encourage applicants who may require reasonable accommodation during the recruitment process to let us know so that appropriate support can be provided.***Job Summary**To provide needs-based financial advice, sales, and service to individual retail banking customers, enabling them to meet their personal financial goals while ensuring compliance with FAIS, Treating Customers Fairly (TCF), and bank risk frameworks.**Job Description****Key Responsibilities*** Proactively acquire customers and deliver sales against agreed targets.* Deliver efficient and professional customer service and resolve queries across all touchpoints.* Support lead generation and simplex activities to contribute to branch growth.* Action and conversion of quality leads and campaigns; maintain pipeline hygiene and accurate reporting.* Execute DHA and MVNO offerings precisely and securely, meeting service levels and audit requirements.* Champion digital and self-service adoption including customer education to reduce assisted transactions.* Operate flexibly across diverse branch formats and customer segments.* Deliver first‐time‐right customer outcomes and uphold service excellence.* Apply governance, risk and compliance standards (incl. FAIS, AML/CFT, TCF, POPIA) in every interaction.* Collaborate within the team and contribute to a continuous improvement of performance culture.* Deliver a consistently exceptional in-branch customer experience by proactively welcoming, guiding, and supporting customers, while promoting efficient service, alternative banking channels, and upholding Absa’s service standards, image, and brand in a safe, professional, and well‐managed branch environment.**ACCOUNTABILITIES****Customer Advisory & Sales*** Conduct comprehensive personal financial needs analyses* Provide advice and sell approved retail banking products (transactional accounts, savings, lending, credit, insurance, investments as applicable)* Explain product features, benefits, risks, and costs clearly* Achieve individual sales, growth, and cross-sell targets**Customer Relationship Management*** Build and maintain long-term relationships with assigned customers* Proactively manage customer portfolios to retain and grow value* Conduct regular portfolio reviews and engagement follow-ups**Customer Experience & Service*** Deliver a professional, consistent, and personalised customer experience through welcoming, guiding, and supporting customers, while promoting efficient service, alternative banking channels* Uphold Absa’s service standards, image, and brand in a safe, professional, and well‐managed branch environment.* Resolve customer queries and manage escalations effectively* Support digital adoption and financial education initiatives**Compliance, Risk & Governance*** Operate in accordance with FAIS, FICA, AML, and internal risk policies* Maintain accurate advice records, documentation, and disclosures* Complete regulatory training and CPD requirements* Identify and escalate conduct or operational risks**Education**Further Education and Training Certificate (FETC): Banking, Further Education and Training Certificate (FETC): Finance