Transactional Bankers

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

Job summary

A financial services company in Pretoria seeks 10 Transactional Bankers for external sales roles. This position requires face-to-face client engagement, promoting bank accounts, and cross-selling financial products like loans and insurance. Candidates should have at least one year of relevant sales experience and an NQF Level 5 qualification in Banking or Wealth Management. The role offers competitive earning potential and the chance to grow in a dynamic environment.

Benefits

Competitive earning potential

Performance-based rewards

Career growth opportunities

Qualifications

• At least 1 year of face-to-face sales experience in banking or insurance.
• Completed NQF Level 5 qualification in Banking or Wealth Management.
• Energetic and target-driven with a passion for client engagement.

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.

Skills

Customer engagement

Sales and performance target achievement

Financial product advice

Education

NQF Level 5 qualification in Banking or Wealth Management

RE5 certification

Job description

SUMMARY :

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

POSITION INFO :

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.

ð© 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!