Customer Banking Consultant (FAIS) - Somerset East

In brief

**Overview** The role of a Customer Banking Consultant (FAIS) at ABSA in Somerset East involves providing needs-based financial advice, sales, and service to individual retail banking customers. The position aims to enable customers to meet their personal financial goals while ensuring strict compliance with FAIS regulations, Treating Customers Fairly (TCF) principles, and all applicable bank risk frameworks. **What you will do** * Proactively acquire customers and deliver sales against agreed targets. * Deliver efficient and professional customer service and resolve queries across all touchpoints. * Support lead generation and simplex activities to contribute to branch growth. * Action and convert quality leads and campaigns; maintain pipeline hygiene and accurate reporting. * Execute DHA and MVNO offerings precisely and securely, meeting service levels and audit requirements. * Champion digital and self-service adoption, including customer education, to reduce assisted transactions. * Operate flexibly across diverse branch formats and customer segments. * Deliver first-time-right customer outcomes and uphold service excellence. * Apply governance, risk, and compliance standards including FAIS, AML/CFT, TCF, and POPIA in every interaction. * Collaborate within the team and contribute to a continuous improvement of performance culture. * Deliver a consistently exceptional in-branch customer experience by proactively welcoming, guiding, and supporting customers, while promoting efficient service, alternative banking channels, and upholding Absa’s service standards, image, and brand in a safe, professional, and well-managed branch environment. * Conduct comprehensive personal financial needs analyses. * Provide advice and sell approved retail banking products (transactional accounts, savings, lending, credit, insurance, investments) as applicable, explaining product features, benefits, risks, and costs clearly. * Achieve individual sales, growth, and cross-sell targets. * Build and maintain long-term relationships with assigned customers. * Proactively manage customer portfolios to retain and grow value, conducting regular portfolio reviews and engagement follow-ups. * Deliver a professional, consistent, and personalised customer experience. * Resolve customer queries and manage escalations effectively. * Support digital adoption and financial education initiatives. * Operate in accordance with FAIS, FICA, AML, and internal risk policies. * Maintain accurate advice records, documentation, and disclosures. * Complete regulatory training and CPD requirements. * Identify and escalate conduct or operational risks. **Requirements (from the original advert)** * Further Education and Training Certificate (FETC): Banking * Further Education and Training Certificate (FETC): Finance **Who should apply** An ideal candidate is someone who is proactive in customer acquisition and sales, dedicated to delivering efficient and professional customer service, and capable of resolving queries across multiple touchpoints. They should be able to support lead generation, manage customer portfolios, and champion digital adoption and customer education. The role requires someone who can operate flexibly across various branch formats and customer segments, consistently upholding Absa's service standards and brand image. The candidate must also be diligent in applying governance, risk, and compliance standards, including FAIS, AML/CFT, TCF, POPIA, FICA, and internal risk policies in every interaction. They should be a collaborative team player focused on continuous improvement and delivering exceptional in-branch customer experiences. **Deadline** October 29, 2026 **Reference** Original posting: https://www.myjobmag.co.za/job/customer-banking-consultant-fais-somerset-east-absa-group-limited-absa Source: myjobmag

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• Customer service

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