Branch Consultant – Finbond Mutual Bank | Apply by 16 May 2025
Company: Finbond Mutual Bank
Location: South Africa
Job Title: Branch Consultant
Job Type: Full-Time | Permanent
Industry: Banking, Financial Services
Date Posted: 09 May 2025
Application Closing Date: 16 May 2025
🏦 About Finbond Mutual Bank
Finbond Mutual Bank is a leading South African financial services institution offering microfinance, savings, and investment solutions tailored to the needs of individuals and communities. With a footprint across all provinces, the bank focuses on responsible lending, client-centered services, and community development. Finbond’s continued success is driven by its team of dedicated professionals who are passionate about customer service, integrity, and performance. As part of their growth strategy, they are currently seeking a Branch Consultant to join their team in Meyerton, Gauteng.
📋 Role Overview
As a Branch Consultant, you will be the face of Finbond Mutual Bank to its clients. Your core responsibilities include delivering efficient client services, promoting financial products, maintaining proper administration, and helping the branch achieve its business targets. The role requires excellent communication skills, a sales-driven mindset, and attention to detail. You will be responsible for ensuring that customers receive accurate, timely, and courteous service at all times.
🧾 Key Responsibilities
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Provide outstanding customer service by assisting walk-in clients and responding to their needs efficiently and professionally.
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Promote and cross-sell Finbond’s range of banking products and services, including loans, savings plans, and investment products.
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Accurately capture client information and documentation using Finbond’s systems and ensure all administrative tasks are completed correctly.
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Follow internal compliance and control procedures, including KYC (Know Your Customer), anti-money laundering (AML), and credit checks.
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Handle cash transactions in accordance with Finbond’s banking policies and ensure cash-ups are balanced daily.
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Assist in meeting monthly sales targets by identifying client needs and offering relevant financial solutions.
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Maintain the cleanliness and professional appearance of the branch environment.
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Provide ongoing support to team members and contribute to a positive work culture within the branch.
🎓 Qualifications and Experience
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Minimum Qualification: Matric (Grade 12)
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Experience: At least 6 months of relevant work experience in customer service, sales, banking, or administration
💡 Knowledge and Skills Required
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Basic office and administrative skills
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Effective interpersonal and communication abilities
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Strong sales orientation with the ability to upsell and close deals
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Solid numeracy and financial calculation skills
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Good command of English and one other official language in the area
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Ability to work independently and under pressure
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Computer literacy and comfort using digital systems and banking software
✅ Additional Requirements
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Clear criminal record
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Clear credit record (ITC)
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Must be honest, reliable, and trustworthy
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Punctuality and professionalism are essential
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Commitment to delivering outstanding customer service
💼 What Finbond Mutual Bank Offers
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Permanent full-time employment with opportunities for growth within the banking industry
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Training and development to enhance your financial services and client engagement skills
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Exposure to a range of banking products and administrative procedures
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Friendly and supportive branch environment with a strong team culture
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Opportunity to contribute meaningfully to financial inclusion and community development
🌟 Core Competencies
🧍♂️ Client Focus
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Understand and respond to customer needs proactively
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Demonstrate patience, empathy, and problem-solving abilities
🎯 Sales Orientation
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Confidently promote products to meet targets
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Maintain persistence and enthusiasm when engaging clients
🧾 Attention to Detail
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Maintain accuracy in data capturing, documentation, and cash handling
🤝 Integrity
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Uphold Finbond’s standards of honesty, ethics, and compliance
📈 Drive for Results
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Set clear goals and stay motivated to meet or exceed performance expectations
📬 How to Apply
Ready to take the next step in your banking career?
👉 Submit your application online through https://jobsandcareeropportunities.co.za before 16 May 2025. Early applications are encouraged as screening will begin immediately.
🔍 Explore More Financial Jobs
Looking for more opportunities in banking or financial services? Visit https://jobsandcareeropportunities.co.za to browse similar roles and grow your career in the finance sector.
