Branch Advisor – External Sales & Service

About the role

Deliver an exceptional customer experience by understanding and responding to individual needs and aspirations. Provide tailored, value‑adding solutions in a fast‑paced environment while adhering to company policies and procedures.

Key responsibilities

• Build and manage long‑term client relationships to support retention and growth.
• Provide a positive customer experience by being helpful and sensitive to transactional needs.
• Educate customers on the appropriate banking platform aligned with their needs.
• Analyze customer data and offer financial advice that meets FAIS requirements.
• Maintain accurate client records and documentation.
• Achieve individual and branch sales and service targets.
• Manage leads, referrals, and client follow‑ups within agreed turnaround times.

Required profile

• 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 customer‑facing environments within financial services.
• Strong understanding of FAIS, TCF, and client‑centric advice principles.
• Proven ability to meet sales, service, and compliance targets.
• Client‑focused, ethical approach to advice and problem‑solving.
• Persuasive selling skills with agile and flexible mindset.
• Excellent communication, planning, and organizational abilities.

What we offer

• Opportunities to build relationships as part of a dynamic team.
• A challenging working environment that encourages personal and professional growth.
• Potential to make an impact on the local market as a brand ambassador.