Field Banking Advisor: Build Relationships & Grow Deposits

Energy At Work; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm in Durban is seeking dynamic Universal Bankers to engage clients face-to-face, promoting financial products and opening new accounts. Applicants need a minimum of 1 year in face-to-face sales within the banking or insurance sectors and an NQF Level 5 qualification in Banking or Wealth Management. Join a respected brand that offers competitive earnings and professional growth opportunities in an empowering environment.

Benefits

Competitive earning potential

Performance-based rewards

Career growth opportunities

Qualifications

• 1 year of face-to-face sales experience in banking or insurance sectors.
• RE5 certification is advantageous.
• Experience in providing advice for Category 1.22 is essential.

Responsibilities

• Engage directly with clients to promote and open new bank accounts.
• Drive deposits and cross-sell financial products.
• Provide compliant financial advice according to FAIS requirements.
• Build strong client relationships and meet sales targets.

Skills

Face-to-face sales experience

Client relationship building

Financial product knowledge

Target-driven mindset

Education

NQF Level 5 qualification in Banking or Wealth Management

Degree recognized by the FSCA

Job description

A leading financial services firm in Durban is seeking dynamic Universal Bankers to engage clients face-to-face, promoting financial products and opening new accounts. Applicants need a minimum of 1 year in face-to-face sales within the banking or insurance sectors and an NQF Level 5 qualification in Banking or Wealth Management. Join a respected brand that offers competitive earnings and professional growth opportunities in an empowering environment.