Branch Delivery Support Advisor- Kimberley

Are you someone who can: 

• Achieve embedded value hurdle rates and performance targets.  
• Support the growth of the Business Unit’s assets and contribute to overall financial performance. 
• Monitor, manage, and influence sales activities to ensure predefined sales targets are met.  
• Maximise cross-selling opportunities while strengthening client relationships at the point of sale.  
• Grow the active customer account base through proactive prospecting (“hunting”) to expand the client portfolio.  
• Consistently deliver exceptional service by offering proactive, innovative, and appropriate solutions that exceed customer expectations.  
• Leverage existing client relationships to grow the portfolio through regular engagement and lead generation.  
• Provide accurate and reliable sales reporting through daily cash-ups.  
• Capture all qualified leads in the sales pipeline or customer relationship management (CRM) system and update it daily.  
• Analyse competitor intelligence and actively monitor market trends and key influencers to identify new industry-related business opportunities.  
• Review all transactions daily to ensure new business applications are completed within required turnaround times.  
• Track and manage sales activities to continuously improve personal sales performance.  
• Take ownership of personal development to enhance skills, knowledge, and competencies. 

Qualification & Experience Requirement  

• Minimum Qualification: Grade 12/ NQF Level 4   
• Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS.  
• Preferred: Regulatory Examination (RE Level 5) 
• 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services 

You will be an ideal candidate if you possess the following: 

• Strong understanding of FAIS, TCF, and client-centric advice principles   
• Proven ability to meet sales, service, and compliance targets 

​​​​​​​You will have access to:  

• Opportunities to build relationships as part of a dynamic team. 
• A challenging working environment  
• Personal and professional growth 
• Opportunities to have an impact on the local market as a brand ambassador. 

​​​​​​​You can be a match if you are:  

• Client-focused and have an ethical approach to advice 
• Enjoy solving problems. 
• Persuasive selling skills 
• Agile and Flexible 
• Strong communication and interpersonal skills 
• Results-driven with strong planning and organization skills 
• Attention to detail and high compliance awareness 
• Ability to work independently and within a team 

End Date: October 2, 2026