Essential Qualifications:
- Matric
- National Certificate in Banking (NQF5 FAIS-recognized qualification or above), demonstrating a solid foundation in banking practices, financial services, and industry standards. This qualification ensures a high level of competency in financial advisory and intermediary services, in line with regulatory requirements.
Required Experience:
- 3-5 years’ experience in banking or financial services, with a focus on FAIS qualifications and financial advisory roles.
- Proven and strong sales background, consistently achieving or exceeding sales targets through effective cross-selling and upselling of banking products (e.g., loans, credit cards, mortgages, savings, and investment solutions).
- Demonstrated success in generating new business, building a robust sales pipeline, and driving revenue growth in a branch banking or contact centre environment.
- In-depth knowledge of banking operations including account management, transaction processing, and client relationship management.
- Strong understanding of banking products, policies, and regulatory compliance.
- Excellent problem-solving skills with a focus on delivering exceptional customer service and ensuring client satisfaction.
Additional Information
Behavioural Competencies
- Generating Ideas
- Exploring Possibilities
- Providing Insights
- Adopting Practical Approaches
- Convincing People
Technical Competencies
- Banking Process & Procedures
- Client Acceptance & Review
- Application & Submission Verification (Consumer Banking)
- Customer Understanding (Consumer Banking)
- Product Knowledge (Consumer Banking)
