Support Advisor FAIS

Job Title

To provide advice, support and/or sales through excellent service and solutions delivery and product knowledge to ensure an excellent banking experience for customers

Act responsibly with work related resources in order to contribute to cost containment

Continuously assess own performance, seek timely and clear feedback and request training where appropriate

Assist with profit growth for the business through sales and acquisition of new clients

Support sales through analysis of client portfolio and pro-active client engagement

Understand and proactively engage to optimise client in terms of benefits, fees, returns and so forth

Identify sales opportunities and ensure effective management of the leads pipeline

Report on transactional and process activities within set guidelines to provide timely information for decision making

Comply with relevant statutory, legislative, policy and governance requirements

Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information

Address customer needs in order to meet or exceed customer expectations

Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base

Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service

Achieve expected financial targets and uphold associated service levels