Bank Branch Consultant | Umhlanga

The Recruitment Council; KwaZulu-Natal; On-site; ZAR 200 000 - 300 000; Full time

Job summary

Join a leading financial institution as a Bank Branch Consultant, where you will promote and sell a comprehensive product range. Your role will involve developing new contacts, maintaining customer relationships, and ensuring high standards of service. This is an exciting opportunity to contribute to customer success and your professional growth.

Qualifications

• Minimum 2 years of sales and client service experience.
• Full Rep status in all Product Categories.

Responsibilities

• Achieve and exceed customer growth, revenue, and collection targets.
• Maintain customer relationships to generate new business.
• Ensure compliance with marketing policies.

Skills

Attention to Detail

Client Focus

Sales Ability

Communication

Education

NQF 6 FSCA aligned qualification

Business-related degree

Job description

Join our client as a Bank Branch Consultant

In this role, you'll promote and sell our client's comprehensive product range to clients.

Your responsibilities include developing new contacts and sales leads through internal campaigns and referrals, while maintaining high standards of responsibility and client service.

Key Responsibilities

1. Sales Focus: Achieve and exceed customer growth, revenue, and collection targets. Meet activity metrics across all product lines. Execute sales strategies focusing on upselling, cross-selling, and capital take-up. Engage proactively with customers via calls and visits. Convert inquiries and leads into sales. Maintain customer relationships to generate new business. Manage your sales pipeline with accurate tracking. Conduct financial needs analyses and follow up accordingly. Prepare and present sales reports regularly. Handle cash, CAM, and credit card tasks as needed.
2. Marketing Focus: Stay informed about products, services, and market trends. Identify referral opportunities within the branch. Support marketing and community initiatives. Ensure compliance with marketing policies.
3. Risk & Compliance: Ensure deal quality by accurately completing applications. Follow all regulatory and bank policies. Report incidents of fraud or breaches. Maintain a zero-defect approach in deal quality and financial documentation.
4. Customer Service: Uphold the bank's customer service standards and TCF principles. Take ownership of application quality and customer satisfaction. Collaborate to enhance customer engagement.
5. Training & Development: Participate in ongoing sales and service training. Engage in personal development to add value to customers.
6. Operational Activities: Comply with branch security, safety, and operational procedures. Perform administrative duties as required.

Qualifications

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

Technical Skills

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

Behavioral Competencies

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

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