Job Description
To provide advice, support and/or sales through excellent service and solutions delivery and product knowledge to ensure an excellent banking experience for customers.
Responsibilities
- 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 pro-active client engagement
- Understand and proactively engage to optimise client in terms of 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 timeous planning, reporting and updating of all relevant information
- Address customer needs in order to meet or exceed customer expectations
- Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service
- Achieve expected financial targets and uphold associated service levels
Minimum Requirements
- FSCA Recognized NQF level 5
- RE5
- Mandated for intermediary sub-cats 1.17, 1.18 and 1.22 (not currently under supervision)
- 1 - 2 years call center experience
Additional Information
Thank you for your interest in joining our talent community. This advertisement is not for an active vacancy. We are gathering applications to build a talent pool for future opportunities. By submitting your application, you will be considered for similar roles that may become available.
Application Closing Date: 17/09/25
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 disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose.
Seniority level: Entry level
Employment type: Full-time
Job function: Sales and Business Development
Industries: Banking