Bank Consultant [South Africa]


 

Job Summary

We are looking for dynamic bank consultants who will assist potential bank clients with giving advice on what product to take as well as completing the onboarding journey. All clients are referred to the team and therefore there is no need to find your own clients. This is an in-office job based in Sandton. This role is in a brand new team with lots of room for growth and career development.

Description of Job Duties

  • Present bank products to clients through various means (face-to-face, Zoom, Teams, telephonically)
  • Assist with the onboarding journey online
  • Build and maintain relationships with referring advisers
  • Make sure there are enough referrals generated to meet targets
  • Give clients an out of the ordinary experience while being onboarded

Skills & Requirements

  • Banking experience – Advantageous
  • Sales experience - Advantageous
  • Tertiary education - Advantageous
  • Well-presented and professional
  • Comfortable with speaking to clients on the phone/Zoom/Teams
  • Ability to build relationships
  • Be client-centric
  • Self-driven and motivated to achieve and exceed targets
  • Have a strong admin ability

Job Type: Full-time

Salary: R25,000.00 - R35,000.00 per month

Ability to commute/relocate:

  • Sandton, Gauteng: Reliably commute or planning to relocate before starting work (Required)

Education:

  • Bachelors (Required)

Language:

  • English (Required)


 

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