CareerPlan

FNB Community Advisor DHA

Vineyard Road, Claremont, Cape Town, 7735, ZAFull-time2026-11-05 → 2026-11-10

Core

Deliver exceptional customer experience by proactively understanding needs, providing tailored financial solutions, and directing customers to suitable service channels including eChannels and self-service.

Role type

Frontline customer service advisor (banking)

Builds

Customer relationships and sales of contextual financial solutions

Domain

Banking / Financial Services

Deliverable

product features

Required skills

Customer relationship building, process compliance, sales of financial solutions, channel optimization, data analysis, regulatory adherence

Preferred skills

Persuasive selling, digital solution guidance, problem solving, results-driven attitude, organizational skills

Responsibilities

Build and maintain strong client relationships, educate customers on banking platforms, analyze customer data to recommend solutions, achieve sales targets, ensure compliance with business guidelines, maximize channel optimization opportunities

Seniority

Junior to Mid-level, individual contributor