Customer Banking Consultant (FAIS) at Absa in Carolina
Absa · Carolina, South Africa
Overview
Absa is hiring a Customer Banking Consultant in Carolina to provide needs based financial advice, sales, and service to retail banking customers. You will help clients meet their personal financial goals while working within FAIS, TCF, and bank risk frameworks. This full time role suits someone who enjoys customer interaction, sales, and building long term relationships in a branch environment.
About the role
As a Customer Banking Consultant at Absa in Carolina, you will be the friendly face and trusted advisor who helps retail customers navigate their personal finances. You will welcome customers, understand their needs, and recommend the right banking products to help them reach their goals.
What you can expect to 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 conversion of quality leads and campaigns while maintaining 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 such as FAIS, AML/CFT, TCF, and POPIA in every interaction.
- Collaborate within the team and contribute to a continuous improvement of performance culture.
Application note: You will apply on Absa's official site. Use the apply link to complete your application on the bank's own system.
Requirements
- Further Education and Training Certificate (FETC) in Banking or Finance.
- Knowledge of FAIS, Treating Customers Fairly (TCF), and bank risk frameworks.
- Understanding of governance, risk and compliance standards including AML/CFT and POPIA.
- Strong sales and customer service skills.
- Ability to conduct personal financial needs analyses and provide suitable advice.
- Good communication skills to explain product features, benefits, risks, and costs clearly.
- Ability to work flexibly across diverse branch formats and customer segments.
- Commitment to completing regulatory training and CPD requirements.
Responsibilities
- Conduct comprehensive personal financial needs analyses for customers.
- Provide advice and sell approved retail banking products such as transactional accounts, savings, lending, credit, insurance, and investments as applicable.
- Explain product features, benefits, risks, and costs clearly to customers.
- 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.
- Conduct regular portfolio reviews and engagement follow ups.
- Resolve customer queries and manage escalations effectively.
- Support digital adoption and financial education initiatives.
- Maintain accurate advice records, documentation, and disclosures.
- Identify and escalate conduct or operational risks.
Job details
- Organisation
- Absa
- Location
- Carolina, South Africa
- Job type
- Full time
- Experience level
- Entry
- Education
- Certificate
- Category
- Banking & Insurance
- Posted
- 23 October 2026 (2 weeks ago)
- Application Method
- Apply online
Success Guide
Absa is a big name in South African banking and they take FAIS compliance seriously, so your application should show you understand the balance between sales and doing right by the customer. Tailor your CV to highlight any retail banking or sales experience, even if it was part time or during studies. Mention any exposure to FAIS, TCF, or financial products. For the interview, be ready to talk through how you would handle a customer who is unsure about a product and how you explain costs and risks clearly. Also show that you are comfortable with digital tools, since Absa is pushing self service. This is a branch based role in Carolina, so let them see you are reliable, friendly, and eager to learn. Good luck!
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