Branch Delivery Support Advisor

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