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FirstRand Bank

Banking, corporate finance, and insurance group

Branch Delivery Support Advisor

Retail & Commercial BankingPosted on Nov 9
Full-timeSomerset West, Cape Town, South AfricaNo salary listedIn-person

About the Job

Requirements

  • Have a minimum qualification of Grade 12/NQF Level 4.
  • Have 1–3 years of experience in customer-facing environments, service delivery, or client support within financial services.
  • Have a strong understanding of FAIS, Treating Customers Fairly (TCF), and client-centric advice principles.
  • Demonstrate the ability to meet sales, service, and compliance targets.
  • Use persuasive selling skills and demonstrate strong communication and interpersonal skills.
  • Demonstrate planning and organization skills, attention to detail, and high compliance awareness.
  • Be able to work independently and within a team.
  • Have an ethical, client-focused approach to advice and demonstrate problem-solving ability.

Responsibilities

  • Build and manage long-term client relationships to support retention and growth.
  • Provide a positive customer experience by being helpful and sensitive to customers’ transactional needs and expectations.
  • Educate customers about the correct banking platform aligned with their needs.
  • Engage customers in accordance with the brand promise to help them.
  • Analyze customer data and provide appropriate financial advice and solutions aligned with client financial goals and FAIS requirements.
  • Maintain accurate and complete client records and documentation.
  • Achieve individual and branch sales and service targets.
  • Conduct oneself ethically and take accountability for personal performance and career development.
  • Stay updated on industry trends and product knowledge.
  • Manage leads, referrals, and client follow-ups within agreed turnaround times.
  • Provide compliant, professional financial advice to walk-in and existing clients in a high-volume service branch environment.
  • Offer appropriate product solutions and ensure ongoing client relationship management in line with FAIS, FICA legislation, Treating Customers Fairly principles, and FNB governance.

Desired Qualifications

  • An NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or a related field recognized by FAIS.

About the Company

FirstRand Bank

Banking, corporate finance, and insurance group

FirstRand Bank is a large South African financial services group that combines three main divisions: FNB, RMB, and Momentum. FNB handles retail and commercial banking, RMB focuses on corporate and investment banking, and Momentum provides insurance. The company’s product lineup spans everyday banking and lending for individuals, corporate and investment banking services for businesses, and life and other insurance products. It differentiates itself by operating as a confederation of specialized divisions under one group, allowing each unit to focus on its core strengths while sharing the group’s financial backing. The goal is to deliver a broad, integrated set of financial services for retail customers, businesses, and insurers across the country and beyond.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Johannesburg, South Africa
Founded
1838

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