AgencyPlus Community Advisor

firstrand; United States; On-site; USD 28,000 - 41,000; Full time

Job summary

FirstRand Group's First National Bank (FNB) is hiring a Customer Advisor for the Agency Plus initiative within its POP network. You will build and maintain client relationships, deliver tailored product solutions, and direct customers to the most suitable service channels, including eChannels and self-service options.

This is a 12-month hourly-rate contract. The ideal candidate has 1–3 years in customer-facing roles in financial services, strong communication, problem-solving, and the ability to

Qualifications

• NQF Level 5 FAIS-recognized qualification.
• 1–3 years in customer-facing environments within financial services.

Responsibilities

• Build and maintain strong client relationships.
• Provide a positive customer experience by addressing transactional needs.
• Educate customers to the correct Banking platform and self-service options.
• Identify sales opportunities and support portfolio growth.

Skills

Communication

Relationship-building

Self-Service guidance

Sales opportunities

Time management

Attention to detail

Education

NQF Level 5 FAIS

Job description

Job Description

To deliver an exceptional and efficient customer experience by proactively understanding customer needs, providing tailored product solutions, and directing customers to the most suitable service channels (including eChannels and self-service). Ensure all interactions align with established policies, processes, and service standards.

Hello Future FNB Community Advisor Agency Plus

Welcome to FNB , the home of the #changeables . We strive to be a trusted partner helping to create a better world by providing an 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 value our differences and that lives up to the promise of being deeply invested. Now's the time to imagine your potential in a team where you can become the best version of yourself.

Please note that this is a 12-Month Hourly Rate Contract ( Agency Plus Initiative)

Are you someone who can:

• Build and maintain strong relationships with clients.
• Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.
• Effectively communicate with clients and have the ability to explain processes and requirements in a simple manner.
• Ensure compliance with rules and processes and has attention to detail.
• Educate customers to the correct Banking platform aligned with their needs.
• Connect with our customers by living up to our brand promise of "how can we help you?" at all times.
• Analyse customer data and recommend tailored solutions.
• Achieve sales results by providing contextual and integrated financial solutions to customers.
• Conduct yourself in an ethical manner.
• Takes accountability for own performance, personal and career development.
• Show empathy with customers.
• Stay updated on industry trends and product knowledge.
• Maximize channel optimisation opportunities identified aligned to customer needs
• Ensure activities support cost containment and reduction
• Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions
• Fulfilling transactions above the benchmark set and providing an exceptional customer experience

Qualification & Experience Requirement

Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS

1-3 years of experience in customer‑facing environments, service delivery, or client support within financial services

You will be an ideal candidate if you possess the following:

• Excellent communication and relationship‑building skills and an ability to engage diverse customer needs
• Confidence in guiding customers toward digital and Self‑Service solutions
• Ability to identify sales opportunities and support portfolio growth
• High levels of accuracy, discipline, and adherence to process
• Strong organising, planning, and time‑management capability
• Commitment to delivering consistent, exceptional service

You will have access to:

• Opportunities to build relationships as part of a dynamic team.
• A challenging working environment
• Personal and professional growth
• Opportunities to have an impact in a local market as a brand ambassador.

You can be a match if you are:

• Customer Centric.
• Enjoy solving problems.
• Persuasive selling skills
• Able to understand rules in a regulated environment.
• Agile and Flexible
• Strong communication and interpersonal skills
• Have a results-driven attitude with a passion for exceeding targets.
• Have excellent Organisational skills and attention to detail.

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

15/09/26

All appointments will be made in line with FirstRand Group's Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfil this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

All appointments will be made in line with FirstRand Group's Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.