Branch Delivery Support Advisor
Core
Provide compliant financial advice and sales support to existing and new clients in a high-volume branch environment to drive sales performance and asset growth.
Role type
Branch Delivery Support Advisor (Sales & Client Service)
Builds
Financial product portfolios and client relationships for FNB Points of Presence
Domain
Banking / Financial Services
Deliverable
product features | client delivery
Required skills
sales target achievement, client relationship management, cross-selling, prospecting, sales reporting, CRM management, competitor analysis, transaction review, regulatory compliance (FAIS/TCF)
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; monitor and influence sales activities to meet predefined targets; maximize cross-selling opportunities; grow the active customer account base through proactive prospecting; deliver exceptional service with appropriate 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 to ensure timely completion of new business applications.
Seniority
Junior to Mid-level, hands-on IC