Branch Delivery Support Advisor
Core
Provide compliant financial advice and sales support to existing and new clients in a high-volume branch environment, focusing on relationship management and product solutions.
Role type
Branch Delivery Support Advisor (Sales & Service)
Builds
Financial products and services for retail clients
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Sales target achievement, client relationship management, cross-selling, prospecting, sales reporting, CRM management, competitor analysis, transaction processing, regulatory compliance (FAIS, TCF, FICA)
Preferred skills
NQF Level 5 Certificate in Banking/Business Administration, Regulatory Examination (RE Level 5)
Technologies
CRM systems
Responsibilities
Achieve embedded value hurdle rates and performance targets; Support the growth of the Business Unit's assets; Monitor and influence sales activities to meet targets; Maximize cross-selling opportunities; Grow the active customer account base through prospecting; Deliver exceptional service with proactive solutions; Provide accurate sales reporting through daily cash-ups; Capture and update qualified leads in the CRM; Analyze competitor intelligence and market trends; Review transactions for timely application completion; Track sales activities to improve performance.
Seniority
Junior to Mid-level, individual contributor