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  • Posted: Sep 20, 2024
    Deadline: Not specified
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    In 1998 Rand Merchant Bank Holdings and the financial services interests (First National Bank of Southern Africa Limited "FNB"? and Southern Life Limited) of Anglo-American were merged to form FirstRand Limited. FNB became a wholly owned subsidiary of FirstRand and currently trades as a division of FirstRand Bank Limited. FNB provides personal, ...
    Read more about this company

     

    Universal Advisor - George

    Job Description

    • To provide a positive customer experience by being helpful and sensitive to customer needs, expectation and providing product solutions including directing customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.
    • Connect with our customers by living up to our brand promise of how we can help you? at all times.
    • Converse with our customers in a way they fully understand and provide helpful solutions and products based on their needs.
    • Always conduct themselves in an ethical manner.
    • Adhere to the TCF (Treating Customer fairly) principles in all that you do.
    • Identify and sell/cross sell products aligned to customer needs.
    • Maximise channel optimisation opportunities identified aligned to customer needs.
    • Ensure activities support cost containment and reduction.
    • Optimise every customer interaction to migrate or convert customer to eChannels and or encourage use of digital and self-service channels.
    • Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions.
    • Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
    • Demonstrate behaviour in support of the organisational values.
    • Takes accountability for own performance, personal and career development.
    • Improve knowledge and competencies by completing training specific for role as per eCareers.
    • Contribute to the overall effectiveness and success of the team.
    • Maintain an ability to adapt to ever changing business and customer needs.
       

    go to method of application »

    Universal Advisor - Elukwatini

    Job Description

    • To provide a positive customer experience by being helpful and sensitive to customer needs, expectation and providing product solutions including directing customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.
    • Connect with our customers by living up to our brand promise of how we can help you? at all times.
    • Converse with our customers in a way they fully understand and provide helpful solutions and products based on their needs.
    • Always conduct themselves in an ethical manner.
    • Adhere to the TCF (Treating Customer fairly) principles in all that you do.
    • Identify and sell/cross sell products aligned to customer needs.
    • Maximise channel optimisation opportunities identified aligned to customer needs.
    • Ensure activities support cost containment and reduction.
    • Optimise every customer interaction to migrate or convert customer to eChannels and or encourage use of digital and self-service channels.
    • Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions.
    • Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
    • Demonstrate behaviour in support of the organisational values.
    • Takes accountability for own performance, personal and career development.
    • Improve knowledge and competencies by completing training specific for role as per eCareers.
    • Contribute to the overall effectiveness and success of the team.
    • Maintain an ability to adapt to ever changing business and customer needs.

    go to method of application »

    Sales Coordinator-1 - Randburg

    Job Description

    • To enable the sales process through administrative support
    • Achievement of net profit growth for business
    • Manage costs / expenses within approved budget to achieve cost efficiencies
    • Deliver exceptional service that exceeds customers' expectations through  proactive, innovative and appropriate solutions
    • Manage existing clients and grow portfolio through making contact and generating leads
    • Manage the growth of active customer Account Base to increase client base
    • Provide sales support efficiencies and services in order to ensure retention of clients
    • Contact prospective clients and sell appropriate banking products in order to achieve Team sales targets.
    • Ensure all communications with clients are professional, resulting in compliments
    • Ensure client investigation deadlines are met and consultant keeps the client continually in the loop.
    • Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information
    • Comply with governance in terms of legislative and audit requirements
    • Track, control and influence sales activities with the specific aim to increase sales efficiencies of the team
    • Provide accurate and reliable sales statistics obtained from the Sales members and compile Sales reports and dashboards
    • Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information
    • Manage own development to increase own competencies
    • Plan and manage performance, skills development, employment equity, talent and culture of team in order to improve innovation,  achieve efficiencies and increase competencies
    • Ensure appropriate skilling and adequate capacity of frontline team members for the adherence to service standards

    go to method of application »

    Support Advisor FAIS - Amanzimtoti

    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
    • 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
       

    go to method of application »

    Growth Manager - Johannesburg

    Job Description

    Are you someone who can:

    • Drive sales through internal, external and non-conventional channels to increase non-FNB banked customers.  
    • Design and develop a focused training programme in collaboration with training department to upskill frontline in identifying and selling to non-banked customers.  
    • Develop and execute in collaboration with channels and marketing team, tactical plans for creating awareness of frontline and customer in order to increase sales  
    • Ensure compliance requirements for sales channels are in line with standards set and approved by the governance community.  
    • Develop close working relationships with segment marketing to leverage their reach to acquire new customers 
    • Launch products in channels by getting buy-in from channel owners/leadership and introduce performance measures and incentives to achieve growth objectives  
    • Influence and draft commercial proposals for a win-win relationship between product house and distribution channels whilst making sure that the customer remains at the center of what we do.  
    • Track and influence sales activities with the specific aim to achieve previously determined sales targets in respective channels. 
    • Translate strategies into actionable goals and execute relevant projects / initiatives aligned to strategic objectives with specific performance measures and control systems to track progress. 
    • Comply with governance in terms of legislative and audit requirements. 
    • Track, control and influence sales activities with the specific aim to increase sales efficiencies of the team. 
    • Plan and execute channel campaigns successfully and on schedule. Set standards and benchmarks for measuring successful campaign execution. Monitor costs / benefits per campaign/channel. 
    • Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing trends and data. 
    • Ensure timeous, clear contracting and assessment of performance expectations with channels.

    You will be an ideal candidate if you have:

    • Relevant Degree
    • 3 – 5 Years operational sales and management experience with a proven track record
    • Person must not be an unrehabilitated insolvent
    • Senior candidate
    • Sales experience in field/branch and call center
    • KI- Key Individual 
    • Relationship management experience

    You will have access to:

    • Opportunities to network and collaborate.
    • A challenging working environment
    • Opportunities to innovate.

    We can be a match if you are:

    • Adaptable and curious
    • Analyse complex data sets
    • Thrive in a collaborative environment.
    • Have a strong sense of accountability
    • Excel in attention to detail

    go to method of application »

    Project Manager

    Job Description

    • To drive business change that delivers value through the structured implementation and delivery of projects against time, resource, money and scope constraints
    • Manage the project resources (including people, procurement, systems, time and budget) from the initiation of an identified project to the end of the defined project lifecycle or process in order to deliver on project goals and objectives
    • Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialization
    • Maintain and build relationships for purposes of expectation management and project reporting
    • Focus on providing optimal services and improving service delivery processes to meet or exceed customer expectations
    • Lead indirect teams by providing a meaningful context, setting performance standards and educating on process
    • Manage the quality of delivery in line with predefined quality standards, procedures, SLA’s and project plans to ensure customer goal achievement
    • Implement and use governance and compliance procedures and processes effectively to identify and manage risks
    • Contribute to the development of project budgets, control and report on budgeted resources to meet the project objectives
    • Assist with the creation of change management plans and implement these to maximise the adoption and/or usage and minimise resistance
    • Compile and maintain relevant project documentation in accordance with agreed project procedures and methodologies to effectively support project delivery as well as comply with audit requirements

    Requirements:

    • 3 to 5 years in financial services.
    • Strong agile and scrum skills.
    • Ability to work with senior management to prioritize projects and create and manage multiple projects roadmaps.
    • Strong coordinating and communication skills.
    • Ability to work independently.
    • Ability to work with multiple business units.
    • 3 to 5 years’ experience in wealth and investment management or Insurance space
    • Familiar with new product development life cycle.
       

    go to method of application »

    Universal Advisor - Riversdale

    Job Description
    Are you someone who can:

    • Build and maintain strong relationships with clients.
    • Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.
    • Educate customers to the correct Banking platform aligned with their needs.
    • Connect with our customers by living up to our brand promise of “how can we help you?” at all times.
    • Analyze customer data and recommend tailored solutions.
    • Achieve sales results by providing contextual and integrated financial solutions to customers.
    • Conduct yourself in an ethical manner.
    • Takes accountability for own performance, personal and career development.
    • Show empathy with customers.
    • Stay updated on industry trends and product knowledge.

    You will be an ideal candidate if you possess the following:

    • A completed financial related qualification (NQF5 or higher)
    • 1-2 years’ experience in Client Services Support and delivery

    You will have access to: 

    • Opportunities to build relationships as part of a dynamic team.
    • A challenging working environment
    • Personal and professional growth
    • Opportunities to have an impact in a local market as a brand ambassador.

    You can be a match if you are: 

    • Customer Centric.
    • Enjoy solving problems.
    • Persuasive selling skills
    • Able to understand rules in a regulated environment.
    • Agile and Flexible
    • Strong communication and interpersonal skills
    • Have a results-driven attitude with a passion for exceeding targets.
    • Have excellent Organisational skills and attention to detail.
       

    go to method of application »

    Collections Advisor

    Job Description

    • 1-3 years Call Centre Experience preferable in collections environment.
    • Collect arrears and negotiate acceptable payment arrangements and settlements, in line with mandate.
    • Deliver exceptional service that exceeds customers’ expectations through proactive, innovative, and appropriate solutions
    • Carry out collections processes within mandate, meeting targets and Quality assurance/Compliance standards
    • Manage personal development to increase own skills and competencies
    • To recover delinquent accounts, compile and maintain basic credit information prepares reports obtains approval for refinancing and repossessions.
    • To collect on arrears portfolio within mandate, resolve credit queries, negotiate payment arrangements by informing customers of various payment solutions and obtain approval for refinancing and repossessions in order to increase revenue.
    • Manage costs / expenses within approved budget to achieve cost efficiencies.
    • Collect arrears and negotiate acceptable RAR's.
    • Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
    • Research and develop new MIS / reports for risk management.
    • Retrieve and manipulate data into an understandable format through extensive data mining and analysis.
    • Conduct risk grading of customer base by input of data into Regulatory Credit Risk reports and models to ensure minimisation of risk to bank for future business.
    • Predictive / Pricing / Profitability model building by model construction and testing through monitoring and maintenance of collections and credit model performance.
    • Manage own development to increase own competencies.

    Qualifications 

    • Matric
    • NQF qualification
    • Diploma

    Additional Information

    • Collections experience
       

    go to method of application »

    Universal Advisor (Evergreen)

    Job Description

    • To provide a positive customer experience by being helpful and sensitive to customer needs, expectation and providing product solutions including directing customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.
    • Connect with our customers by living up to our brand promise of how we can help you? at all times.
    • Converse with our customers in a way they fully understand and provide helpful solutions and products based on their needs.
    • Always conduct themselves in an ethical manner.
    • Adhere to the TCF (Treating Customer fairly) principles in all that you do.
    • Identify and sell/cross sell products aligned to customer needs.
    • Maximise channel optimisation opportunities identified aligned to customer needs.
    • Ensure activities support cost containment and reduction.
    • Optimise every customer interaction to migrate or convert customer to eChannels and or encourage use of digital and self-service channels.
    • Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions.
    • Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
    • Demonstrate behaviour in support of the organisational values.
    • Takes accountability for own performance, personal and career development.
    • Improve knowledge and competencies by completing training specific for role as per eCareers.
    • Contribute to the overall effectiveness and success of the team.
    • Maintain an ability to adapt to ever changing business and customer needs.
       

    go to method of application »

    Business Support Specialist

    Job Description
    Are you someone who can:

    • Increased growth and volumes through successfully obtaining business opportunities
    • Manage costs / expenses within approved budget to achieve cost efficiencies
    • Deliver exceptional service that exceeds customers’ expectations through proactive, innovative and appropriate solutions
    • Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members
    • Identification of new lead opportunities within industries not previously pursued to be shared with the industry
    • Support with target balancing and structuring by applying own Cash knowledge and understanding the impact of the limit requirements for the client to use our Online solutions
    • Comply with governance in terms of legislative and audit requirements
    • Manage Online Research as a project within various industry portfolio's with suitable reporting, access to information and monitoring of results and to proactively change of process if the required results are not being achieved
    • Update systems with client information e.g. Siebel Pipeline, revenue reporting by inputting and assisting with creation of client presentations and supporting documentation to enable the Banking Specialist
    • Identify and define specific tools or processes including standard MIS extracts and industry trends to enable tangible results to be provide to Banking Specialists
    • Manage own development to increase own competencies

    You will be an ideal candidate if you have the following:

    • Diploma, or NQF5 or Degree
    • 2 to 3 years’ experience in similar role
    • Retirement fund background beneficial
    • Business Banking knowledge imperative
    • Online banking systems knowledge
    • Insurance or Wealth and Investments experience advantageous.

    You will have access to:

    • Opportunities to network and collaborate
    • A challenging working environment
    • Opportunities to innovate

    We can be a match if you are:

    • Adaptable and curious.
    • Takes initiative.
    • Thrive in a collaborative environment.
       

    Method of Application

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