Universal Advisor Pipeline
Core
Deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch environment while proactively identifying needs and promoting digital channels.
Role type
Frontline retail banking advisor
Builds
Banking products and digital channel adoption for retail customers
Domain
Financial services / Retail banking
Deliverable
client delivery
Required skills
Needs-based selling, regulatory compliance (FAIS/FICA/TCF), transaction processing, customer relationship management, digital channel migration, cross-selling
Preferred skills
NQF Level 5 Certificate in Banking or related fields, experience in financial services
Technologies
e-Channels, self-service platforms, internal banking systems
Responsibilities
Engage customers professionally to identify and sell appropriate banking solutions, educate customers on digital platforms to migrate them to e-Channels, fulfill transactions above benchmarks, manage leads and follow-ups, maintain accurate customer records ensuring compliance with FAIS, FICA, and TCF principles.
Seniority
Junior to Mid-level, individual contributor