Branch Delivery & Client Success Advisor

FirstRand Limited; Richards Bay; On-site; ZAR 557,000 - 667,000; Full time

Job summary

FirstRand Limited's FNB Richards Bay branch seeks a Branch Delivery Support Advisor to drive sales and deliver exceptional customer service in a high-volume environment.

You will provide compliant financial guidance, grow client relationships, and cross-sell suitable solutions while adhering to FAIS, FICA, and TCF standards. A focus on timely processing and accurate CRM updates is essential.

Qualifications

• Minimum qualification: Grade 12 / NQF Level 4.
• Preferred: NQF Level 5 Certificate in Banking or related field.
• Regulatory Examination (RE Level 5) preferred.

Responsibilities

• Drive sales performance by applying established processes.
• Build and sustain strong customer relationships through service delivery.
• Provide compliant, professional financial advice in a high-volume branch.
• Monitor sales activities to meet targets and manage CRM leads.
• Ensure timely processing of applications and accurate reporting.

Skills

Sales targets

Client relationships

Communication skills

Problem solving

Education

Grade 12 / NQF Level 4

NQF Level 5 certificate in Banking

Tools

CRM systems

Job description

FirstRand Limited's FNB Richards Bay branch seeks a Branch Delivery Support Advisor to drive sales and deliver exceptional customer service in a high-volume environment.

You will provide compliant financial guidance, grow client relationships, and cross-sell suitable solutions while adhering to FAIS, FICA, and TCF standards. A focus on timely processing and accurate CRM updates is essential.