Absa Customer Banking Consultant (FAIS) - Carolina Jobs in South Africa
Job Summary
To provide needs-based financial advice, sales, and service to individual retail banking customers, enabling them to meet their personal financial goals while ensuring compliance with FAIS, Treating Customers Fairly (TCF), and bank risk frameworks.
Key Responsibilities
Proactively acquire customers and deliver sales against agreed targets.
Deliver efficient and professional customer service and resolve queries across all touchpoints.
Support lead generation and simplex activities to contribute to branch growth.
Action and convert quality leads and campaigns while maintaining pipeline hygiene and accurate reporting.
Execute DHA and MVNO offerings accurately and securely while meeting service levels and audit requirements.
Champion digital and self-service adoption, including customer education to reduce assisted transactions.
Operate flexibly across diverse branch formats and customer segments.
Deliver first-time-right customer outcomes and uphold service excellence.
Apply governance, risk and compliance standards including FAIS, AML/CFT, TCF and POPIA in every interaction.
Collaborate within the team and contribute to a continuous improvement performance culture.
Deliver a consistently exceptional in-branch customer experience by welcoming, guiding and supporting customers while promoting efficient service and alternative banking channels.
Accountabilities
Customer Advisory & Sales
Conduct comprehensive personal financial needs analyses.
Provide advice and sell approved retail banking products, including transactional accounts, savings, lending, credit, insurance and investments, where applicable.
Explain product features, benefits, risks and costs clearly.
Achieve individual sales, growth and cross-sell targets.
Customer Relationship Management
Build and maintain long-term relationships with assigned
customers.
Proactively manage customer portfolios to retain and grow value.
Conduct regular portfolio reviews and engagement follow-ups.
Customer Experience & Service
Deliver a professional, consistent and personalised customer experience through welcoming, guiding and supporting customers while promoting efficient service and alternative banking channels.
Uphold Absa’s service standards, image and brand in a safe, professional and well-managed branch environment.
Resolve customer queries and manage escalations effectively.
Support digital adoption and financial education initiatives.
Compliance, Risk & Governance
Operate in accordance with FAIS, FICA, AML and internal risk policies.
Maintain accurate advice records, documentation and disclosures.
Complete regulatory training and Continuous Professional Development (CPD) requirements.
Identify and escalate conduct or operational risks.
Education
Further Education and Training Certificate (FETC): Banking.
Further Education and Training Certificate (FETC): Finance.
How to Apply
For more information and job application details, see; Absa Customer Banking Consultant (FAIS) - Carolina Jobs in South Africa
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