Banking Service Advisor — Drive Client Growth & Solutions

FNB South Africa; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial institution in Johannesburg is looking for a professional to provide excellent customer service and support sales initiatives. Candidate responsibilities include managing client portfolios, ensuring compliance with policies, and contributing to the growth of the customer base. The applicant will be expected to build strong client relationships and meet financial targets while adhering to the organization's employment equity plan, including support for individuals with disabilities. Applications must be submitted by 29/01/26.

Responsibilities

• Act responsibly with work related resources for cost containment.
• Continuously assess own performance and seek feedback.
• Assist with profit growth through sales and acquisition.
• Support sales with analysis of client portfolio.
• Engage with clients to optimise benefits and returns.
• Identify sales opportunities and manage leads pipeline.
• Report on transactional and process activities.
• Comply with statutory and governance requirements.
• Provide efficient administration service with careful planning.
• Address customer needs to meet expectations.
• Manage existing clients and grow active customer base.
• Contribute to a culture of service excellence.

Job description

A financial institution in Johannesburg is looking for a professional to provide excellent customer service and support sales initiatives. Candidate responsibilities include managing client portfolios, ensuring compliance with policies, and contributing to the growth of the customer base. The applicant will be expected to build strong client relationships and meet financial targets while adhering to the organization's employment equity plan, including support for individuals with disabilities. Applications must be submitted by 29/01/26.