Banking Sales Consultant

4 weeks ago


Sandton, South Africa RJPersonnel Full time

2years
- Deliver agreed results through input to client financial analysis, making recommendations to credit, monitoring that security documentation are completed and returned to admin team and by confirming
- Obtain referrals from existing clients and in branch staff through collaboration.
- Market financial products to new and existing clients and stakeholders through the identification of client needs and by matching product to the need. Educate clients on the product offering by presenting them with the relevant information. Ensure retention of clients full banking relationship through client service and client contact. Plan and implement effective prospecting activities by identifying and responding to business opportunities.
- Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.
- Bank queries and Bank Codes. Resolve client queries by following business procedure and keeping client informed. Act as client's banking partner by taking responsibility for providing regular feedback

**Qualifications and Experience**:

- 2-3 years' Retail Banking experience a must
- 1-2 years’ experience Sales Consultant as in the financial sector essential
- Exposure to Small Business Services clients would be an advantage
- NQF Level 5 or Higher in a Financial or Banking related field essential
- Must have a FAIS Complaint qualification (Min 120 Credits)
- Matric / Grade 12 / National Senior Certificate
- Regulatory Examination 1 would be an advantage
- Completing various administrative and secretarial duties (e.g.; answering phones; making copies; filing)
- Checking accuracy of reports
- Managing conflict situations
- Sharing information in different ways to increase stakeholders understanding
- Building and maintaining effective cross-functional relationships with internal and external stakeholders
- Managing customer expectations
- Working in a fast-paced and changing environment


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