Job description
To drive sales performance by applying established processes to achieve individual targets within the assigned area. Build and sustain strong customer relationships through effective engagement and exceptional service delivery. Contribute to team success by consistently meeting objectives and supporting a superior customer experience.Hello Future Branch Delivery Support Advisor Welcome to FNB , the home of the #changeables . We strive to be a trusted partner helping to create a better world by providing innovative, contextual, and integrated financial solutions. As part of our team in FNB Points of Presence (POP) , you will be surrounded by unique talents, and an inclusive environment which values our differences and that lives up to the promise of being deeply invested. As a Branch Delivery Support Advisor , you will be responsible for providing compliant, professional financial advice and walking in and existing clients within a high-volume service branch environment. The role focuses on understanding client financial needs, offering appropriate product solutions, and ensuring ongoing client relationship management in line with FAIS, FICA legislation and Treating Customers Fairly (TCF) principles and FNB governance. Now’s the time to imagine your potential in a team where you can become the best version of yourself. 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.
Responsibilities & skills
Education
Minimum Qualification: Grade 12/ NQF Level 4Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS.Preferred: Regulatory Examination (RE Level 5)13 years of experience in customerfacing environments, service delivery, or client support within financial servicesYou will be an ideal candidate if you possess the following:Strong understanding of FAIS, TCF, and client-centric advice principles
Experience
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FirstRand
FirstRand knows firsthand about banking. The company's FirstRand Bank Holdings operates FirstRand Bank and First National Bank in southern Africa, as well as asset financing firm WesBank and investment bank Rand Merchant Bank. FirstRand Limited owns and operates more than 750 branches and approximately 6,000 ATMs in South Africa, Botswana, Lesotho, Mozambique, Namibia, Swaziland, and Zambia. It also has a presence on every continent except Antarctica, with an international focus on Asia, Australia, the Middle East, and the UK. The company's activities encompass retail and private banking, corporate and investment banking, insurance, and asset management.
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