Job Summary

• Unemployed Learnership Face to Face Financial Advisor opportunity, incumbent must have completed a Diploma in finance, advantage and preference if any Financial planning qualifications or even RE5 certification is obtained. Learnership will start 1 April 2025 for 12 months

Job Description

• Sales and Service Delivery Focus (Supervision and support)
• Facilitate seamless sales activation, conversion, and fulfilment for new to bank and current customers. Deepen Customer Relationships
• Provide a high level of individualized service to customers utilizing consultative relationships with customers to increase loyalty and business referrals.
• Sales conclusion and sales activation
• Apply knowledge to drive seamless fulfilment of sales and timeous reporting on customer sales related queries
• Ensuring that all credit- and fraud referrals are investigated and resolved or escalated and resolved Customer Experience Management
• Interact with customer segments in a manner which enhances the brand experience Manage transactional activities
• Perform work as per the pre-set daily workforce plans and schedules necessary adjustments. Record and report on to provide timely and accurate information and provide monthly reports that reflect insight into tendencies and patterns.
• Risk and governance Comply and adhere to all internal and external risk and governance policies, standards and procedures and escalate associated risks.
• Adhere to NCA, FICA and FAIS legislation.