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Relationship Building Specialist

1 week ago

Witbank, Mpumalanga, South Africa Wesbank Full time

We are seeking a highly skilled Branch Advisor FAIS Pipeline to join our team at Wesbank. As a member of our team, you will play a key role in shaping the future of our organization by developing and maintaining strong relationships with clients.

Job Description

Your primary responsibility will be to engage with clients, understand their financial goals and aspirations, and provide expert advice and guidance to help them achieve success.

Main Responsibilities
  1. Develop and maintain strong client relationships through proactive communication, empathy, and understanding of their needs.
  2. Analyze customer data to identify opportunities for growth and develop targeted solutions to enhance client experience.
  3. Maintain up-to-date product knowledge and industry trends to provide informed advice and recommendations to clients.
  4. Collaborate with colleagues to ensure seamless delivery of services and exceed customer expectations.
  5. Evaluate customer feedback and make recommendations to improve processes and enhance overall client experience.
Qualifications
  1. A completed financial-related qualification (NQF5 or higher) is mandatory for this position.
  2. 1-2 years' experience in Client Services Support and delivery is desirable.

We strive to create an environment where everyone feels valued, respected, and empowered to succeed. If you share our values and are passionate about delivering exceptional customer experiences, we encourage you to apply for this challenging and rewarding role.