Sales Consultant (FAIS) - Retail Banking

About the role

Absa is hiring a Sales Consultant (FAIS) in Carnarvon to provide needs-based financial advice, sales and service to individual retail banking customers. The role helps customers meet their personal financial goals while complying with FAIS, Treating Customers Fairly (TCF) and bank risk frameworks.

Key responsibilities

• Acquire customers proactively and deliver sales against agreed targets
• Provide efficient, professional customer service and resolve queries across all touchpoints
• Support lead generation and simplex activities to contribute to branch growth
• Convert quality leads and campaigns, maintain pipeline hygiene and accurate reporting
• Execute DHA and MVNO offerings precisely and securely, meeting service levels and audit requirements
• Champion digital and self-service adoption, including customer education to reduce assisted transactions
• Operate flexibly across diverse branch formats and customer segments
• Apply governance, risk and compliance standards (FAIS, AML/CFT, TCF, POPIA) in every interaction
• Collaborate within the team and contribute to a continuous improvement of performance culture
• Deliver a consistently exceptional in-branch customer experience

Accountabilities

• Conduct personal financial needs analyses and advise on approved retail banking products such as transactional accounts, savings, lending, credit, insurance and investments
• Build and maintain long-term customer relationships, manage portfolios and conduct regular reviews
• Resolve customer queries and escalations, promote alternative banking channels and support digital adoption
• Maintain accurate advice records and complete regulatory training and CPD requirements

Required profile

• FETC in Banking
• FETC in Finance