Branch advisor fais

Full-time Other-General

Job Description

Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (e Channels and Self Service) whilst adhering to policy and process.

Responsibilities Build and manage long‑term client relationships to support retention and growth Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations Educate customers to the correct Banking platform aligned with their needs Connect with our customers by living up to our brand promise of “how can we help you?” at all times Analyze customer data and provide appropriate financial advice and solutions aligned to client financial goals and in accordance with FAIS requirements Maintain accurate and complete client records and documentation Achieve individual and branch sales and service targets Conduct yourself in an ethical manner Take accountability for your own...