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Banking Consultant Jobs in South Africa

Last updated: 3 days ago
  • Promoted
OMF Financial Consultant (Wolmaransstad)

OMF Financial Consultant (Wolmaransstad)

Old MutualZA
Full-time
Job title : OMF Financial Consultant (Wolmaransstad).This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional ban...Show moreLast updated: 15 days ago
Consultant

Consultant

Atlas FinanceSouth Africa
Responsible for assisting the branch manager to meet set branch loan application sales targets by promoting credit loans and assisting customers. Responsible for assisting the branch manager to set ...Show moreLast updated: 30+ days ago
Senior Risk Manager

Senior Risk Manager

Exceed Human Resource ConsultantsSouth Africa
Reference : MLR Consultant : Michellele RouxJob Description : Responsibilities : Conduct thorough risk assessments for short-term business funding, factoring, receivables discounting, and project fundin...Show moreLast updated: 3 days ago
Junior Consultant Sales (Fais)

Junior Consultant Sales (Fais)

Absa BankSouth Africa
Junior Consultant Sales (FAIS) Apply remote type : Hybrid.Time left to apply : End Date : December 20, (4 days left to apply). Empowering Africa's tomorrow, together…one story at a time.With over yea...Show moreLast updated: 30+ days ago
Banker, Relationship Enterprise Direct

Banker, Relationship Enterprise Direct

Standard Bank Of South Africa LimitedSouth Africa
Business Segment : Business & Commercial BankingTo provide a sales and service function by adding value to Enterprise Banking client's ecosystem requiring financial and non-financial (e.Qualificatio...Show moreLast updated: 8 days ago
Senior Marketing Manager : Digital Banking, Security, & Platforms

Senior Marketing Manager : Digital Banking, Security, & Platforms

Findojobs South AfricaSouth Africa
Senior Marketing Manager : Digital Banking, Security, & PlatformsJohannesburgZAR - Job OverviewBusiness Segment : Personal & Private BankingWe are seeking a highly experienced Senior Marketing Manag...Show moreLast updated: 7 days ago
Esg Consultant

Esg Consultant

Digby Wells EnvironmentalSouth Africa
Company Overview : At Digby Wells Environmental, we are passionate about making a difference in the lives of our colleagues, clients, the communities we engage with, and the environment.As an ESG Co...Show moreLast updated: 8 days ago
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Section Head : Banking (Western Cape)

Section Head : Banking (Western Cape)

PEPZA
Full-time
Job title : Section Head : Banking (Western Cape).Providing accurate financial information to identify and communicate potential non and short-banking by managing the Stores banking team in Finance....Show moreLast updated: 10 days ago
Consultant

Consultant

Simon-KucherZA
Elevate your career at Simon-Kucher's newly established Johannesburg office as a Consultant, where you will play a pivotal role in shaping the future of commercial excellence.Dive into the dynamic ...Show moreLast updated: 30+ days ago
Kiosk Sales Advisor

Kiosk Sales Advisor

AbcSouth Africa
Job Title : Sales Consultant • • • •Department : • • Retail • •Manager : • • Regional Manager / Kiosk Supervisor • •Main Purpose of the Role : • • The Sales Consultant focuses on offering superior customer service ...Show moreLast updated: 3 days ago
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Snr : Business Banking Forex & International Banking Product

Snr : Business Banking Forex & International Banking Product

Absa Group LimitedZA
Job title : Snr : Business Banking Forex & International Banking Product.The Foreign Exchange (FX) & International Banking (IB) Product Manager is responsible for developing, managing, and optimisin...Show moreLast updated: 3 days ago
Module Expert-Banking Functional consultant-SA

Module Expert-Banking Functional consultant-SA

SAP FioneerZA
Remote
Quick Apply
Do you want to become part of a new, fast-growing organization aimed at conquering the huge software and services market for the financial services industry (FSI)?. As a spin-off from SAP (a market ...Show moreLast updated: 30+ days ago
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Banking Advisor Wealth

Banking Advisor Wealth

FNB South AfricaZA
Full-time
Job title : Banking Advisor Wealth.To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and servi...Show moreLast updated: 15 days ago
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Group Head Wholesale Banking

Group Head Wholesale Banking

Network InternationalSouth Africa
Our client, a prestigious global bank making exciting strides into the Namibian market, is seeking a.Group Head - Wholesale Banking. This is an incredible opportunity for an experienced strategist t...Show moreLast updated: 18 days ago
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Audit Inspector / Senior Inspector : Banking

Audit Inspector / Senior Inspector : Banking

Independent Regulatory Board for AuditorsZA
Job title : Audit Inspector / Senior Inspector : Banking.Specialist knowledge / experience in banking .CA (SA) who trained in public practice / external audit. RA registration / Eligibility to registe...Show moreLast updated: 3 days ago
Banking And Finance Recruiter

Banking And Finance Recruiter

Boardroom AppointmentsSouth Africa
About the job Banking and Finance RecruiterJob Title : Senior Recruitment Consultant- Finance and BankingCompany Overview : Boardroom Appointments is a leading recruitment agency.With a track record o...Show moreLast updated: 8 days ago
Aml Analyst – Corporate Banking

Aml Analyst – Corporate Banking

Aquarius Specialist RecruitmentSouth Africa
IntroductionAs an AML Analyst, you will be assisting the AML Officer and the Chief Compliance Officer in ensuring that all AML / CFT reporting requirements are timeously done in accordance with regul...Show moreLast updated: 8 days ago
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Head of Retail Banking

Head of Retail Banking

FairmoneyZA
Job title : Head of Retail Banking.Proven Track Record : Leadership experience in a consumer tech company (e.Fintech or financial services experience is a plus, especially in driving both digital an...Show moreLast updated: 3 days ago
  • Promoted
Sales Consultant : Consumer & Prof Banking

Sales Consultant : Consumer & Prof Banking

NedbankZA
Job title : Sales Consultant : Consumer & Prof Banking.To market, sell, and cross-sell Nedbank products, In-Branch, to meet the needs of Retail Business Banking (RBB) clients; to retain and grow clie...Show moreLast updated: 3 days ago
  • Promoted
Consultant, Cash (Level 1) - Bredasdorp

Consultant, Cash (Level 1) - Bredasdorp

Standard Bank GroupZA
Full-time
Job title : Consultant, Cash (Level 1) - Bredasdorp.We are seeking a detail-oriented and customer-focused Consultant, Cash (Level 1) to join our team in Bredasdorp, Western Cape.As a Cash Consultan...Show moreLast updated: 15 days ago
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OMF Financial Consultant (Wolmaransstad)

OMF Financial Consultant (Wolmaransstad)

Old MutualZA
15 days ago
Job type
  • Full-time
Job description

Job title : OMF Financial Consultant (Wolmaransstad)

Job Location : North West, Deadline : January 03, 2025 Quick Recommended Links

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Job Description

  • This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products.
  • The incumbent is individually accountable for achieving results through own efforts.
  • Meets monthly sales targets in terms of lending, transactional banking and insurance.
  • Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
  • Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
  • Accurately capture all client information on Summit as per loan application and supporting documentation
  • Suspend or reject loan applications to be re-quoted as and when required
  • Report suspicious or fraudulent loan application documents to the Branch Manager
  • Explain the Loan Application Process to facilitate client understanding of the process
  • Explain Terms and Conditions of Old Mutual Finance Products to clients
  • Issue copy of Contract / Agreement to Client
  • Print loan agreement for client’s signature
  • Correct altered loan application information sent for rework and reprint for client’s signature
  • Follow up on clients with 1st and 2nd missed instalments
  • Meets collections and arrears targets in terms of lending products.
  • Educates clients on responsible use of credit and effective money management
  • Establishes a new business pipeline through internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
  • Adheres to internal regulatory and legislative governances to ensure quality business and mitigate risk.
  • Facilitates intra branch referrals by building mutually beneficial relationships with other business units (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
  • Provides excellent face to face and telephonic service to customers.
  • Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
  • Builds sustainable relationships that enhances the brand.
  • Delivers on daily production standards and adheres to service and quality standards.
  • Processing of lending products and verification of the required information.
  • Minimum Requirements

  • National Senior Certificate or; (Equivalent NQF level 4)
  • Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)
  • Accounting / Financial Services  jobs