Are you someone who can:
Build and manage long-term client relationships to support retention and growth
Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.
Educate customers to the correct Banking platform aligned with their needs.
Connect with our customers by living up to our brand promise of "how can we help you?" at all times.
Analyze customer data and provide appropriate financial advice and solutions aligned to client financial goals and in accordance with FAIS requirements
Maintain accurate and complete client records and documentation
Achieve individual and branch sales and service targets
Conduct yourself in an ethical manner.
Take accountability for your own performance, personal and career development.
Show empathy to customers.
Stay updated on industry trends and product knowledge.
Manage leads, referrals, and client follow-ups within agreed turnaround times
Qualification & Experience Requirement
Minimum Qualification: Grade 12/ NQF Level 4
Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
1 - 3 years of experience in customerÃÂâÃÂÃÂÃÂÃÂfacing environments, service delivery, or client support within financial services
End Date: April 15, 2026