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Business Banking Advisor

FNB

Job Description

Manage risk and ensure adherence to compliance process

Management of personal time and productivity

Understand and own key performance indicators track and improve own performance with Personal Development Plans and achievement of Sales Targets

Arrange/facilitate for the finalization of documentation and information to customers and related parties to conclude on sales

Update the existing databases with changes and the status of each customer/prospective customer

Consistent delivery of high quality sales with each customer interaction with full accountability on client experience

Communicate, liaise, and negotiate internally and externally using appropriate methods to facilitate the development of profitable business and sustainable relationships

Plan and priorities personal sales activities and customer/prospect contact towards achieving agreed business aims

Maintain and develop new and existing relationships to customers through appropriate propositions and ethical sales methods, and relevant internal liaison, optimizing quality of service, business growth and customer satisfaction

Provide simple and complex sales support to clients relating to Transactional Banking, Product and Credit Sales through outbound technology platforms (telephony, sms, email, web, chat etc) campaigns to the Business Banking and Commercial Base

Identifying customer needs and providing information on a broad range of the business’s and groups products and services

To conclude telephonic sales aligned to set targets via focused campaigns to further entrench and increase profitability of the existing Business Banking and Commercial Base

Qualifications and Skills


 

environment

Experience of dealing with high level customer queries in a Customer Care

2 year Customer Care/ Call Centre environment experience  

NQF5 (Financial)

FAIS Compliant (RE5)

Location

Johannesburg, Gauteng