Talent Pool | Branch Advisor Spring Bok
Core
Client-facing financial advisor providing compliant banking solutions and advice to walk-in and existing clients in a high-volume branch environment.
Role type
Branch Advisor (Client-Facing)
Builds
Banking and financial solutions for retail clients
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
Client relationship management, Financial advice and solution recommendation, Sales target achievement, Compliance adherence (FAIS, FICA, TCF), Customer data analysis, Lead management
Preferred skills
NQF Level 5 Certificate in Banking or related fields, Strong understanding of FAIS and TCF principles
Technologies
Banking platforms
Responsibilities
Build and manage long-term client relationships, Educate customers on banking platforms, Analyze customer data to provide financial advice, Maintain accurate client records, Achieve sales and service targets, Manage leads and follow-ups
Seniority
Entry to Mid-level