FAIS Banking Consultant & Personal Finance Advisor

1001 Absa Bank; Piet Retief; Vor Ort; ZAR 280.000 - 420.000; Vollzeit

Zusammenfassung

Absa Bank is seeking a customer advisor to provide needs-based financial guidance and service to retail banking customers. You will work to meet personal and branch targets while adhering to FAIS, TCF, and risk frameworks.

Key duties include delivering professional service across touchpoints, promoting digital channels, and maintaining strong customer relationships. The role supports branch growth and requires governance compliance in every interaction.

Qualifikationen

• Excellent customer service and advisory skills.
• Knowledge of FAIS, AML/CFT, and POPIA compliance.
• Ability to work across branches and digital channels.

Aufgaben

• Proactively acquire customers and meet sales targets.
• Deliver professional service and resolve queries across touchpoints.
• Support lead generation and branch growth activities.
• Maintain accurate reporting and pipeline hygiene.
• Promote digital adoption and customer education.
• Deliver first‑time‑right customer outcomes and uphold service standards.

Kenntnisse

Customer advisory

Sales targets

Financial services

Digital banking

Ausbildung

FETC Banking/Finance

Tools

CRM systems

Jobbeschreibung

Absa Bank is seeking a customer advisor to provide needs-based financial guidance and service to retail banking customers. You will work to meet personal and branch targets while adhering to FAIS, TCF, and risk frameworks.

Key duties include delivering professional service across touchpoints, promoting digital channels, and maintaining strong customer relationships. The role supports branch growth and requires governance compliance in every interaction.