Branch Delivery Support Advisor

FirstRand Limited; Pretoria; On-site; ZAR 180,000 - 300,000; Full time

Job summary

FirstRand Limited, via FNB, is hiring a Branch Delivery Support Advisor to drive sales and deliver exceptional service in a high-volume branch setting. You will build relationships, provide compliant financial guidance, and manage the client journey from prospecting to close.

The role focuses on FAIS/TCF compliance, effective engagement, and daily CRM-led reporting to grow the local client base and contribute to the unit's performance.

Qualifications

• Minimum qualification: Grade 12 / NQF Level 4.
• Preferred: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related FAIS-recognised field.

Responsibilities

• Drive sales performance within the assigned area and achieve targets.
• Build and sustain strong customer relationships through effective engagement and service delivery.
• Provide compliant, professional financial advice in a high-volume branch environment.
• Identify and grow cross-selling opportunities to strengthen the client portfolio.
• Capture leads in CRM and deliver accurate sales reporting daily.
• Monitor sales activities to ensure targets are met and turnaround times are respected.

Skills

Sales targets

Customer relationship

Cross-selling

CRM

Prospecting

Communication

Education

Grade 12 / NQF4

Certificate in Banking / Business Admin / Customer Service

Tools

CRM software

Job description

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 AdvisorWelcome 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.
• Take ownership of personal development to enhance skills, knowledge, and competencies.

Qualification & Experience Requirement

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. Preferred: Regulatory Examination (RE Level 5) 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:

• Strong understanding of FAIS, TCF, and client‑centric advice principles.
• Proven ability to meet sales, service, and compliance targets.

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 on the local market as a brand ambassador.

You can be a match if you are:

• Client-focused and have an ethical approach to advice.
• Enjoy solving problems.
• Persuasive selling skills.
• Agile and flexible.
• Strong communication and interpersonal skills.
• Results‑driven with strong planning and organization skills.
• Attention to detail and high compliance awareness.
• Ability to work independently and within a team.

Equality, Diversity, and Inclusion

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.

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.

13/10/26