Retail Banking Sales & Advisory Consultant

Pivot Services; Carnarvon; On-site; ZAR 250,000 - 350,000; Full time

Job summary

Absa in Carnarvon is seeking a financial adviser to provide needs-based financial advice, sales, and service to individual retail banking customers, while ensuring compliance with FAIS, TCF, and bank risk frameworks.

You will proactively acquire customers, meet targets, deliver professional service, resolve queries, maintain pipeline hygiene and reporting, and execute DHA and MVNO offerings securely to meet service levels and audits.

Qualifications

• experience by proactively welcoming, guiding, and supporting customers, while promoting efficient service, alternative banking channels, and...

Responsibilities

• Proactively acquire customers and deliver sales against agreed targets.
• Deliver efficient and professional customer service and resolve queries across… - maintain pipeline hygiene and accurate reporting.
• Execute DHA and MVNO offerings precisely and securely, meeting service levels and audit.

Job description

Absa in Carnarvon is seeking a financial adviser to provide needs-based financial advice, sales, and service to individual retail banking customers, while ensuring compliance with FAIS, TCF, and bank risk frameworks.

You will proactively acquire customers, meet targets, deliver professional service, resolve queries, maintain pipeline hygiene and reporting, and execute DHA and MVNO offerings securely to meet service levels and audits.