Sales and Service Advisor
Core
Deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch environment while proactively migrating them to digital channels.
Role type
Frontline sales and service advisor (banking)
Builds
Banking products and services for retail customers
Domain
Financial services / Retail banking
Deliverable
client delivery
Required skills
Needs-based selling, regulatory compliance (FAIS/FICA/TCF), customer relationship management, transaction processing, digital channel promotion, lead management
Preferred skills
NQF Level 5 Certificate in Banking or related fields, proven ability to meet sales targets
Technologies
e-Channels, self-service platforms, internal banking systems
Responsibilities
Engage customers to identify and sell tailored financial solutions, educate customers on digital platforms, fulfill transactions within benchmarks, manage leads and follow-ups, maintain accurate customer records, adhere to ethical and governance standards
Seniority
Junior to Mid-level, hands-on IC
