Customer Banking Consultant (FAIS)
Core
Provide needs-based financial advice, sales, and service to individual retail banking customers to help them meet personal financial goals.
Role type
Retail banking consultant (FAIS)
Builds
Retail banking products (transactional accounts, savings, lending, credit, insurance, investments)
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Financial needs analysis, sales target achievement, customer relationship management, regulatory compliance (FAIS, AML/CFT, TCF, POPIA), product knowledge, portfolio management
Preferred skills
Digital adoption support, financial education
Technologies
Digital banking channels, self-service platforms
Responsibilities
Proactively acquire customers and deliver sales against agreed targets, deliver efficient and professional customer service and resolve queries, conduct comprehensive personal financial needs analyses, build and maintain long-term relationships with assigned customers, operate in accordance with FAIS, FICA, AML, and internal risk policies
Seniority
Individual Contributor