Private Service Advisor

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

Job summary

A leading bank in South Africa seeks a candidate to offer excellent banking support and service. Responsibilities include analyzing client portfolios, managing leads, and achieving sales targets while ensuring compliance with governance requirements. The ideal candidate will have strong service skills and a keen understanding of customer needs. Applications are due by 30/10/25.

Qualifications

• Excellent service skills and product knowledge.
• Ability to analyze client portfolios.
• Proactive client engagement skills.

Responsibilities

• Provide advice and support for banking solutions.
• Assist with profit growth through sales.
• Report on transactional activities.

Job description

Job Description

To provide advice, support, and/or sales through excellent service, solutions delivery, and product knowledge to ensure an excellent banking experience for customers.

• Act responsibly with work-related resources in order to contribute to cost containment.
• Continuously assess own performance, seek timely and clear feedback, and request training where appropriate.
• Assist with profit growth for the business through sales and acquisition of new clients.
• Support sales through analysis of client portfolio and proactive client engagement.
• Understand and proactively engage to optimise client benefits, fees, returns, and so forth.
• Identify sales opportunities and ensure effective management of the leads pipeline.
• Report on transactional and process activities within set guidelines to provide timely information for decision-making.
• Comply with relevant statutory, legislative, policy, and governance requirements.
• Provide an efficient administration service through careful and timely planning, reporting, and updating of all relevant information.
• Address customer needs to meet or exceed customer expectations.
• Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing the active customer account base.
• Contribute to a culture of service excellence, building positive relationships and providing opportunities for feedback and exceptional service.
• Achieve expected financial targets and uphold associated service levels.

Post

Application deadline: 30/10/25. Applications will not be accepted on or after this date. Kindly submit applications ahead of the closing date.

Additional Information

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. Candidates can disclose their disability information voluntarily. This information will be kept confidential unless required by law.