Support Advisor FAIS

FirstRand Bank Limited; Sol Plaatje Local Municipality; On-site; ZAR 240,000 - 360,000; Full time

Job summary

FirstRand Bank Limited is seeking a customer-focused advisor to deliver excellent banking service, provide advice, support and sales through product knowledge to enhance the customer experience. You will identify sales opportunities, manage leads, engage with clients to grow the portfolio, and ensure accurate administrative and reporting practices in line with governance requirements.

You will contribute to sustainable profit growth by acquiring new clients, strengthening relationships, and

Responsibilities

• To provide advice, support and/or sales through excellent service and 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 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

Job description

Responsibilities

• To provide advice, support and/or sales through excellent service and 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 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

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. 15/09/26 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 fulfill 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.

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group's track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The group's purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.