Job Description
About the Role
Energy at Work Projects is seeking 10 dynamic Transactional Bankers (External Sales Banking) to join their growing network. As a field-based role, you will meet clients face-to-face, build lasting relationships, and offer tailored financial solutions that make a real difference.
Key Responsibilities
- Engage directly with clients to promote and open new bank accounts.
- Drive deposits and cross-sell financial products such as loans, funeral cover, and credit life insurance.
- Provide professional, compliant financial advice to clients in accordance with FAIS requirements.
- Build strong client relationships and represent the brand with integrity and professionalism.
- Achieve set sales and performance targets while maintaining excellent client service standards.
Requirements
- Minimum 1 year of face-to-face sales experience within the banking or insurance sectors.
- Completed NQF Level 5 qualification in Banking or Wealth Management (or a Degree recognized by the FSCA).
- RE5 certification is a strong advantage but not a requirement.
- Experience in providing advice for Category 1.22 is essential.
- Preference will be given to candidates who are accredited for Categories 1.17, 1.18, and 1.22.
Qualifications
No specific qualifications mentioned.
Salary & Benefits
Salary details not provided.
How to Apply
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