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FirstRand Bank

Banking, corporate finance, and insurance group

FNB Community Advisor Alternative Channels

Retail & Commercial BankingPosted on Nov 9
Part-timeCape Town, South AfricaNo salary listedIn-person

About the Job

Requirements

  • At least 1–3 years of experience in customer-facing environments, service delivery, or client support within financial services.
  • Minimum qualification of Grade 12/NQF Level 4.
  • Preferred qualification of an NQF Level 5 certificate in Banking, Business Administration, Customer Service, or a related field recognized by FAIS.
  • Communicate effectively with clients and explain processes and requirements simply.
  • Understand customer needs, transactional expectations, and applicable rules and processes.
  • Work on a shift structure.
  • Guide customers toward digital and self-service solutions; identify sales opportunities and support portfolio growth.
  • Demonstrate accuracy, discipline, adherence to process, organization, planning, time management, and attention to detail.
  • Understand rules in a regulated environment.

Responsibilities

  • Build and maintain strong relationships with clients.
  • Provide helpful, sensitive customer experiences tailored to customer transactional needs and expectations.
  • Educate customers about the banking platform best aligned with their needs, including eChannels and self-service.
  • Analyze customer data and recommend tailored solutions.
  • Achieve sales results by providing contextual and integrated financial solutions to customers.
  • Conduct oneself ethically and take accountability for personal performance and development.
  • Stay updated on industry trends and product knowledge.
  • Deliver service in accordance with established policies, processes, and service standards.

Desired Qualifications

  • Demonstrate strong communication and relationship-building skills and engage with diverse customer needs.
  • Show confidence in guiding customers toward digital and self-service solutions.
  • Identify sales opportunities and support portfolio growth.
  • Demonstrate strong organizing, planning, and time-management capability.
  • Be customer-centric, enjoy solving problems, and demonstrate persuasive selling skills.
  • Show agility, flexibility, strong interpersonal skills, a results-driven attitude, and commitment to exceeding targets.

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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