FAIS-Compliant Retail Banking Advisor

Absa Ins & Fin Advise(Pty; Piet Retief; Vor Ort; ZAR 210.000 - 320.000; Vollzeit

Zusammenfassung

Absa Ins & Fin Advise (Pty) in Piet Retief seeks a Retail Banking Advisor to provide needs-based financial guidance and promote banking products while ensuring compliance with FAIS, TCF, and bank risk controls. You will engage customers across channels and support branch growth.

The role emphasizes sales targets, quality service, and responsible advice within a dynamic banking environment that values integrity and customer focus.

Qualifikationen

• Needs-based financial advice capability to retail customers.
• Knowledge of FAIS, TCF, AML/CFT, POPIA.
• Proactive sales targets and customer service focus.
• Ability to operate across branch channels and digital platforms.

Aufgaben

• Proactively acquire customers and hit sales targets.
• Provide professional customer service across touchpoints.
• Conduct personal financial needs analyses and recommend products.
• Maintain accurate records and comply with governance standards.

Kenntnisse

Sales

Customer service

Financial advice

Regulatory knowledge

Ausbildung

FETC: Banking

FETC: Finance

Jobbeschreibung

Absa Ins & Fin Advise (Pty) in Piet Retief seeks a Retail Banking Advisor to provide needs-based financial guidance and promote banking products while ensuring compliance with FAIS, TCF, and bank risk controls. You will engage customers across channels and support branch growth.

The role emphasizes sales targets, quality service, and responsible advice within a dynamic banking environment that values integrity and customer focus.