Transactional Bankers

Energy at Work Projects; Pretoria; On-site; ZAR 30 000 - 50 000; Full time

Job summary

A leading financial services company in South Africa is looking for 10 Transactional Bankers to engage directly with clients and promote new bank accounts. This field-based role offers competitive earnings and the opportunity to build strong client relationships. Applicants should have at least 1 year of sales experience in banking or insurance and possess a completed NQF Level 5 qualification. Join a dynamic team that's redefining financial engagement in South Africa.

Benefits

Competitive earning potential

Performance-based rewards

Career growth opportunities

Qualifications

• Minimum 1 year of face-to-face sales experience in banking or insurance.
• Completed NQF Level 5 qualification or equivalent.

Responsibilities

• Engage directly with clients to promote and open new bank accounts.
• Drive deposits and cross-sell financial products.
• Provide compliant financial advice to clients.
• Achieve set sales and performance targets.

Skills

Client engagement

Sales experience

Financial product cross-selling

Relationship building

Education

NQF Level 5 qualification in Banking or Wealth Management

Job description

Transactional Bankers (External Sales Banking) x 10 Pretoria and Limpopo Regions (Face to Face)

Are you passionate about helping clients achieve their financial goals? Our client, a leading player in the Financial Services Industry , is expanding their team and looking to appoint 10 dynamic Transactional Bankers (External Sales Banking) to join their growing network.

This is a field-based role — not branch-based — where you’ll meet clients face-to-face , build lasting relationships, and offer tailored financial solutions that make a real difference.

What You’ll Be Doing

• Engage directly with clients to promote and open new bank accounts.
• Drive deposits and cross-sell financial products such as loans, funeral cover, and credit life insurance .
• Provide professional, compliant financial advice to clients in accordance with FAIS requirements.
• Build strong client relationships and represent the brand with integrity and professionalism.
• Achieve set sales and performance targets while maintaining excellent client service standards.

What We’re Looking For

• Minimum 1 year of face-to-face sales experience within the banking or insurance sectors.
• Completed NQF Level 5 qualification in Banking or Wealth Management (or a Degree recognized by the FSCA).
• RE5 certification is a strong advantage but not a requirement.
• Experience in providing advice for Category 1.22 is essential .
• Preference will be given to candidates who are accredited for Categories 1.17, 1.18, and 1.22 .
• Energetic, target-driven individuals with a passion for client engagement and relationship-building.

Why Join This Opportunity?

• Represent one of South Africa’s most respected financial brands .
• Competitive earning potential with performance-based rewards.
• Opportunity to grow your career in an empowering and professional environment.

📩 Ready to take your banking career to the next level?

Apply now and become part of a team that’s redefining financial engagement in South Africa!