Pipeline 2018: Absa Priority Banker – Various locations in Western Cape(Job Number: 00253555)


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The purpose of this advertisement is to pro-actively source a pipeline of potential candidates for future vacancies.

The purpose of the role is to proactively develop, maintain and expand an enhanced banking relationship with identified affluent clients through offering holistic professional, reliable and appropriate financial solutions to achieve financial targets

Key responsibilities


· Contact the portfolio of assigned customers to discuss their financial needs and appropriate solutions

· Sell the appropriate products to the customers within Financial Advisory and Intermediate Services (FAIS) Act, Financial Information Centre Act (FICA) and National Credit Act (NCA) requirements

· Complete detailed assessments of client needs for banking products and other financial products, including insurance

· Create lead referrals and call on specialists to support

· Interview clients who request new products and assist them to complete the required documentation

· Complete motivations for credit approval and follow up the process to ensure the product is loaded within the requiredturnaroundtime

· Negotiate rates with product owners

· Customer retention

· Educate customers to use alternative channels

· Research sales potential in the local area

· Participate in local business and community forums

· Analyse sales achieved against targets agreed and plan actions to meet shortfalls


· Action all instructions, queries and complaints from affluent customers and respond directly to customers

· Ensure correct escalation of unresolved complaints

· Ensure all compliments and complaints are captured according to the customer complaints process


· Ensure transparency between credit department and the client when communicating client information to credit and when giving feedback to clients

· Follow up on clients with outstanding FICA documentation

· Ensure all transactions are processed within mandates

· Process customer requests for audit certificates, bank codes and account confirmation letters

· Administer completion and release of security documentation

· Score credit applications using the scoring system and escalate items that do not pass system scoring with motivation to credit department for review

· Ensure all FAIS, FICA and NCA requirements are met.


· Act as back-up for other team members during absence or peak hours

· Coach internal stakeholders on the sales process and lead identification


· Deciding and initiating action

· Working with people

· Relating and networking

· Presenting and communicating information

· Analysing

· Planning and organising

· Delivering results and meeting customer expectations


The appointment will be made in line with the Absa Employment Equity strategy

Minimum requirements

· Must have an NQF level 6 or higher qualification recognised by the FSB for FAIS purposes.

· Must have RE 5 level 1 examinations passed, as required by the FSB for representatives in FAIS flagged positions

· Five (5) years working experience in the Financial Services Industry

· Three (3) years experience in a sales environment in the Financial Services Industry

· Proficient in MS Office (Word, Excel, PowerPoint and Outlook) and the Internet

· No criminal record

Preferred requirements

· Post graduate qualification in Finance, Banking or Commerce

· Qualified Certified Financial Planner

· Two (2) years experience in selling financial solutions,

· Work experience in driving and meeting sales targets

Preference will be given to South African Citizens and Permanent residents of South Africa with proof of permanent resident status

Apply now



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