Customer-Centric Financial Advisor | Growth & Benefits

Sigma Connected Group; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Awards program

Employee Assistance Program (EAP)

Mental Health First Aiders

Medical Insurance

Shuttle services

Internal social platform

Diversity & inclusion

Job summary

Sigma Connected Group in Cape Town seeks a Financial Advisor to act as the primary contact for customers, guiding them on account features, cashback, interest rates, and debit card usage. You will collaborate with internal teams to resolve issues and ensure regulatory compliance.

The role offers full training, a fast-paced digital banking environment, and opportunities to contribute to customer satisfaction and team goals.

Qualifications

• 1 year proven experience in a customer-facing role, ideally in banking or financial services.
• A matriculation certificate (or equivalent qualification) is required.
• Excellent verbal and written communication skills with the ability to convey complex information clearly to diverse audiences.
• Experience managing high volumes of customer inquiries across multiple channels (phone, email, chat).
• Ability to handle customer concerns with professionalism, empathy and efficiency, while providing timely resolutions.

Responsibilities

• You will be the primary point of contact for customers, addressing inquiries related to account features, transactions, and issues.
• You will guide customers on maximizing benefits of their current accounts, including cashback, interest rates and debit card usage.
• You will work with internal teams to resolve issues, ensure regulatory compliance, and provide feedback on service improvements.
• You will thrive in a fast-paced, digital-first banking environment and support team goals.
• You will participate in training and continuous coaching to excel in the role.

Skills

Customer service

Communication skills

Empathy

Problem solving

Education

Matriculation certificate

Job description

Sigma Connected Group in Cape Town seeks a Financial Advisor to act as the primary contact for customers, guiding them on account features, cashback, interest rates, and debit card usage. You will collaborate with internal teams to resolve issues and ensure regulatory compliance.

The role offers full training, a fast-paced digital banking environment, and opportunities to contribute to customer satisfaction and team goals.