Financing Consultant: Personal Loans & Customer Growth

iMasFinance Co-operative (Ltd); Secunda; On-site; ZAR 180,000 - 300,000; Full time

Job summary

iMasFinance Co-operative (Ltd) seeks a motivated Banking Sales Consultant to support Secunda and surrounding areas in Mpumalanga. You will promote unsecured personal loans and value-adding products while building lasting customer relationships and delivering quality service.

Key duties include assessing affordability, analysing financial positions, and finalising loan applications, with a focus on growing membership and partnerships within the community.

Qualifications

• Matric with Mathematics and/or Accounting.
• FSCA Relevant Qualification (NQF5).
• FAIS Fit & Proper requirements.
• Valid Code 8 driver's license.
• 2 years' experience in financial/banking sector.

Responsibilities

• Sell loans, value-adding products and cross-sell other iMasFinance offerings.
• Liaise with members, customers, employer groups and dealerships.
• Conduct customer affordability and repayment ability assessments.
• Analyse customer financial position and recommend solutions.
• Conclude sales deals, process and finalize loan applications.
• Deliver efficient and effective member/customer service.
• Retain and maintain relationships with existing members/customers and stakeholders.
• Establish new member/customer and stakeholder relationships.
• Identify possible risk and communicate to relevant parties.

Skills

Communication

Selling

Negotiation

Telephone skills

Interpersonal skills

Education

Matric with Mathematics/Accounting

FSCA Relevant Qualification (NQF5)

FAIS Fit & Proper Requirements

Valid Driver's License Code 8

Job description

iMasFinance Co-operative (Ltd) seeks a motivated Banking Sales Consultant to support Secunda and surrounding areas in Mpumalanga. You will promote unsecured personal loans and value-adding products while building lasting customer relationships and delivering quality service.

Key duties include assessing affordability, analysing financial positions, and finalising loan applications, with a focus on growing membership and partnerships within the community.