Banking Solutions Advisor (12-Month Contract)

Rmb Nigeria Limited; Cape Town; On-site; ZAR 180,000 - 300,000; Full time

Job summary

FirstRand Limited in Cape Town seeks a customer-centric Community Advisor DHA-1 to deliver an exceptional service experience. You will build relationships, guide clients to digital and self-service channels, and advise on banking solutions aligned to their needs.

You will work in a regulated environment, explaining processes clearly, identifying sales opportunities, and maintaining accuracy while providing contextual financial solutions.

Qualifications

• Minimum Qualification: Grade 12 / NQF Level 4.
• 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.

Responsibilities

• Build and maintain strong relationships with clients.
• Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.
• 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 customers by living up to the brand promise of "how can we help you?"
• Analyse customer data and recommend tailored solutions.
• Achieve sales results by providing contextual and integrated financial solutions.
• Conduct yourself in an ethical manner.
• Take accountability for own performance, personal and career development.
• Show empathy with customers.
• Stay updated on industry trends and product knowledge.
• Maximize channel optimisation opportunities aligned to customer needs.
• Always comply with procedures and processes contained in the relevant business guidelines and understand risk.
• Fulfilling transactions above the benchmark and providing exceptional customer experience.

Skills

Customer service

Communication

Sales opportunities

Problem solving

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking, Business Administration, Customer Service

Job description

FirstRand Limited in Cape Town seeks a customer-centric Community Advisor DHA-1 to deliver an exceptional service experience. You will build relationships, guide clients to digital and self-service channels, and advise on banking solutions aligned to their needs.

You will work in a regulated environment, explaining processes clearly, identifying sales opportunities, and maintaining accuracy while providing contextual financial solutions.