Exciting Opportunity: Transactional Bankers (External Sales Banking) in Pretoria
A leading company in the services industry, Energy at Work Projects is expanding their team and looking to appoint 10 dynamic Transactional Bankers (External Sales Banking). This is a fantastic opportunity to join a growing organization in Pretoria, Gauteng.
Key Responsibilities
- Engage with clients face-to-face to provide banking solutions tailored to their needs.
- Develop and maintain strong relationships with customers to enhance service delivery.
- Drive sales initiatives to meet and exceed targets within the banking sector.
- Conduct market research to identify new business opportunities.
- Collaborate with internal teams to ensure smooth transaction processes.
Requirements
- Qualification: Completed NQF Level 5 qualification in Banking or Wealth Management.
- Experience: Minimum of 2 years’ sales experience within the banking or insurance sectors.
- Skills: Strong interpersonal skills and the ability to communicate effectively.
- Attributes: Motivated, target-driven, and able to work under pressure.
💰 Salary Insight
Estimated Offer: R20,000 – R30,000 per month.
(Note: Salary figures are educated estimates based on market averages.)
🔮 3 Common Interview Questions for this Role
- “Describe a specific situation where you successfully converted a potential client into a loyal customer.”
- “How do you handle objections from clients who are hesitant to switch their banking provider?”
- “What methods do you use to stay informed about the latest banking products and market trends?”
Tips on Crafting a CV for this Role
- Showcase Sales Experience: Highlight your previous roles in sales with metrics that demonstrate success.
- Emphasize Communication Skills: Include examples of effective customer interactions.
- List Relevant Qualifications: Ensure your NQF Level 5 qualification is prominently displayed.
Related Job Titles: Banking Sales Consultant, Wealth Management Advisor, Financial Sales Agent, Client Relationship Manager.

