Financial Solutions Expert

4 days ago


Polokwane, Limpopo, South Africa Old Mutual Full time

About the Role:

This Financial Solutions Expert role offers an exciting opportunity to work in a dynamic environment where you will be responsible for delivering exceptional customer experiences and driving business growth through financial solutions.

Key Accountabilities:

  1. Financial Advice: Provide financial advice to customers, identifying their needs and recommending relevant financial solutions.
  2. Sales and Service: Deliver exceptional customer service, maintaining quality service standards, and ensuring first call resolution.
  3. Business Growth: Develop and execute a sales strategy that aligns with the company's goals and objectives, achieving predetermined sales targets through generating quality applications.
  4. Risk and Governance: Adhere to all risk and governance policies, standards, and procedures, escalating associated risks and participating in survey (EOS) and in findings action plans.
  5. Continuous Improvement: Participate in all scheduled training and multiskilling opportunities, own and be proactive about own training and development, and complete all compliance training within prescribed timelines.

Education and Qualifications:

Higher Certificates and Advanced National (Vocational) Certificates: Business, Commerce, and Management Studies (Required).

Absa Bank Limited is committed to fostering a culture of inclusion and respect.

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