Branch Advisor – FAIS (Customer Service & Sales)

About the role

The Branch Advisor FAIS will deliver a positive customer experience by addressing transactional needs, guiding customers to digital channels, and supporting sales conversion. This position is part of a talent pool serving the area between Port Alfred, Jeffreys Bay, Cradock and Middelburg in the Eastern Cape.

Key responsibilities

• Assist customers with transactions while promoting eChannels and self‑service options.
• Convert identified leads into successful sales and meet retention targets.
• Educate customers on digital banking tools to optimise channel usage.
• Adhere to policy, TCF principles and risk guidelines in all interactions.
• Resolve queries efficiently within agreed timelines.
• Support cost containment initiatives and achieve performance benchmarks.

Required profile

• Strong customer‑focused attitude with excellent communication skills.
• Ability to understand and follow banking policies and procedures.
• Commitment to ethical conduct and treating customers fairly.
• Willingness to adapt to changing business and customer needs.
• Desire for continuous learning and career development.

Required skills

What we offer

• Inclusion in a regional talent pool with growth opportunities.
• Support for personal and professional development.
• Work in a diverse and inclusive environment that values disability inclusion.