First National Bank (FNB) South Africa offers dynamic career paths, structured graduate development programs, and continuous on-the-job learning across banking, data science, IT, and client advisory roles
Are you someone who can:
- Lead and support the sales and service team to achieve and exceed agreed targets
- Drive sales across product and campaign initiatives to optimise growth and profitability
- Deliver customer experience excellence aligned to organisational values and service standards
- Communicate service solutions clearly and secure customer and stakeholder buy in
- Ensure product knowledge and advice provided is technically accurate and compliant
- Engage customers to understand unique requirements and support value optimisation and product integration
- Manage and grow the active customer account base within the branch
- Analyse customer insights and business data to identify service and sales improvement opportunities
- Provide regular reporting on service delivery, customer targets, and SLA performance
Leadership, People & Performance Responsibilities
- Manage team delivery against goals within the area of responsibility
- Set meaningful stretch goals and motivate team achievement
- Provide ongoing coaching, guidance, and performance feedback
- Identify development needs and ensure personal development plans are created, implemented, and reviewed
- Create a development culture where learning, insights, and best practice are actively shared
- Manage performance moderation, recognition, disciplinary, and retention processes in line with HR policies
- Participate in Talent Management practices and succession planning
- Implement Employment Equity plan targets in recruitment and employee movement activities
- Resolve conflict and respond to employee concerns in a timely and fair manner
- Ensure effective transfer of skills across functions within the team
Compliance, Risk & Governance
- Ensure full compliance with statutory, legislative, policy, and governance requirements
- Implement and embed relevant policies and practice standards across the team
- Maintain up to date knowledge of legislative changes, industry best practice, and internal compliance requirements
- Ensure system and process compliance and address audit findings effectively
- Identify, assess, and manage risks within the area of accountability
- Provide input into governance and compliance process improvements
- Educate team members on risk management, compliance expectations, and process enhancements
- Participate in specialist risk and governance forums where required
Qualification & Experience Requirement
- Minimum Qualification: Grade 12/ NQF Level 4
- Preferred Qualification: NQF Level 5 Certificate in Banking, Business Management, or related fields
- 1–3 years of experience in sales, management and/or preferred supervisory experience
You will be an ideal candidate if you possess the following:
- Proven leadership experience within a sales and service branch environment
- Strong track record of achieving sales, service, and customer experience targets
- Solid understanding of compliance, risk, and governance within financial services
- Experience coaching, developing, and managing team performance
- Ability to analyse data and translate insights into practical actions
You will have access to:
- Leadership opportunities within a dynamic Points of Presence environment
- Ongoing learning and development aligned to leadership and sales excellence
- Exposure to cross functional collaboration and communities of practice
- The opportunity to influence customer outcomes, team capability, and business growth
You can be a match if you are:
- Customer obsessed with a passion for service excellence
- Results driven and motivated by team success
- Confident in influencing, coaching, and communicating
- Ethical, disciplined, and risk aware
- Analytical and comfortable working with data and insights
- Adaptable, resilient, and energised by a fast-paced environment
- Committed to developing people and building high performing teams
End Date: September 23, 2026
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Are you someone who can:
- Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.
You will be an ideal candidate if you have:
- Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification or high qualification.
- Completed First Level Regulatory Examination
You will have access to:
- Opportunities to network and collaborate.
- A challenging working environment
- Opportunities to innovate.
You will be a match if you are:
- Execute own work in accordance with the organisational values and code of ethics.
- Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution Identify and escalate risk as normal part of work.
- Produce high quality work by adhering to predefined standards and procedures and in accordance with compliance and governance standards.
- Work with enhanced processes and procedures to maintain operational efficiencies.
- Deliver work in an accurate manner to ensure consistent results.
- Draw on knowledge and experience to identify and develop solutions that leads to improved service delivery and quality
- Adhere to quality standards, turnaround times and Company policies and procedures.
- Complete relevant administration, reporting and updating of information accurately and on time.
- Achieve sales targets in line with performance scorecards and achieve an acceptable cost of sales ratio through pipeline managements and sales quality.
- Identify opportunities to increase sales revenue and to grow the organisational client base while containing costs.
- Assist with retaining or signing unbanked customer base with a view to improve and increase profitability.
- Maximize sales by selling packaged financial solutions to clients.
- Maintain specialised knowledge on all FirstRand approved products, application procedure, fulfillment processes and timelines to drive and achieve relevant sales targets.
- Maximise cross-selling opportunities.
- Drive adoption of digital and other self-service options across client base.
- Contribute to teamwork and inclusivity within own team.
- Contribute to cost efficiencies through responsible utilisation of work related resources.
- Achieve expected financial targets and uphold associated service levels.
- Build and maintain stakeholder relationships.
- Deliver customer service through adherence to quality service standards.
Additional Requirements:
- In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
End Date: September 23, 2026
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- As a Branch External sales and Service Advisor, you will be responsible for providing compliant, professional financial advice and to walk in and existing clients within a high-volume service branch environment.
- The role focuses on understanding client financial needs, offering appropriate product solutions, and ensuring ongoing client relationship management in line with FAIS, FICA legislation and Treating Customers Fairly (TCF) principles and FNB governance.
- Now’s the time to imagine your potential in a team where you can become the best version of yourself.
Are you someone who can:
- Build and manage long-term client relationships to support retention and growth
- 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 provide appropriate financial advice and solutions aligned to client financial goals and in accordance with FAIS requirements
- Maintain accurate and complete client records and documentation
- Achieve individual and branch sales and service targets
- Conduct yourself in an ethical manner.
- Take accountability for your own performance, personal and career development.
- Show empathy to customers.
- Stay updated on industry trends and product knowledge.
- Manage leads, referrals, and client follow-ups within agreed turnaround times
Qualification & Experience Requirement
- Minimum Qualification: Grade 12/ NQF Level 4
- Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
- 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services
You will be an ideal candidate if you possess the following:
- Strong understanding of FAIS, TCF, and client-centric advice principles
- Proven ability to meet sales, service, and compliance targets
- 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 on a local market as a brand ambassador.
You can be a match if you are:
- Client-focused and have an ethical approach to advice
- Enjoy solving problems.
- Persuasive selling skills
- Agile and Flexible
- Strong communication and interpersonal skills
- Results-driven with strong planning and organization skills
- Attention to detail and high compliance awareness
- Ability to work independently and within a team
End Date: September 23, 2026
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Job Description
- To manage the professional onboarding, administration, and finalisation of deceased estates in full compliance with the Administration of Estates Act 66 of 1965 and all applicable legislation. Ensure accuracy, timeliness, and strict adherence to legal and procedural standards throughout the estate administration process.
Are you someone who can:
- Independently manage end to end Deceased Estates Administration in terms of the administration of estates act
- Manage customer relationships and escalations
- Analytical thinker and ability to utilise legal background/knowledge to problem solve complexities that arise in estate administration
- Understanding and practical knowledge of Business entities, Estate Duty, Capital gains and Income tax relating to deceased estates
- Good drafting skills and communication.
- Ability and understanding of risk and compliance features within financial (fiduciary) industry and managing complexity
- Strong stakeholder management
- Deep Knowledge in Farming Properties, Companies and CC’s as part of Estate Administration
You will be an ideal candidate if you:
- LLB degree essential
- CFP advantageous
- Minimum of 5 - 8 years’ experience administering complex deceased estates/high net worth clients within a Fiduciary environment
- Experience in dealing with businesses enterprises and farming properties advantageous
- Ability to work under pressure and meet financial targets
You will have access to:
- Opportunities to network and collaborate
- Opportunities for self-development
- A challenging working environment
- Opportunities to innovate
We can be a match if you are:
- An experienced fiduciary professional
- Adaptable and curious
- Able to analyse complex information
- Thrive in collaborative environments and build networks
End Date: September 24, 2026
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Please note that this is a 12 Month Fixed Term Contract (Department of Home Affairs Initiative)
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.
- Effectively communicate with clients and have the ability to explain processes and requirements in a simple manner.
- Ensure compliance with rules and processes and has attention to detail.
- 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.
- Analyse 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.
- Maximize channel optimisation opportunities identified aligned to customer needs
- Ensure activities support cost containment and reduction
- 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
Qualification & Experience Requirement
- Minimum Qualification: Grade 12/ NQF Level 4
- Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
- 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services
You will be an ideal candidate if you possess the following:
- Excellent communication and relationship‑building skills and an ability to engage diverse customer needs
- Confidence in guiding customers toward digital and Self‑Service solutions
- Ability to identify sales opportunities and support portfolio growth
- High levels of accuracy, discipline, and adherence to process
- Strong organising, planning, and time‑management capability
- Commitment to delivering consistent, exceptional service
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.
End Date: September 18, 2026
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Please note that this is a 12 Month Fixed Term Contract (Department of Home Affairs Initiative)
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.
- Effectively communicate with clients and have the ability to explain processes and requirements in a simple manner.
- Ensure compliance with rules and processes and has attention to detail.
- 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.
- Analyse 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.
- Maximize channel optimisation opportunities identified aligned to customer needs
- Ensure activities support cost containment and reduction
- 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
Qualification & Experience Requirement
- Minimum Qualification: Grade 12/ NQF Level 4
- Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
- 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services
You will be an ideal candidate if you possess the following:
- Excellent communication and relationship‑building skills and an ability to engage diverse customer needs
- Confidence in guiding customers toward digital and Self‑Service solutions
- Ability to identify sales opportunities and support portfolio growth
- High levels of accuracy, discipline, and adherence to process
- Strong organising, planning, and time‑management capability
- Commitment to delivering consistent, exceptional service
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.
End Date: September 18, 2026
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Are you someone who can:
- Build and manage long-term client relationships to support retention and growth
- 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 provide appropriate financial advice and solutions aligned to client financial goals and in accordance with FAIS requirements
- Maintain accurate and complete client records and documentation
- Achieve individual and branch sales and service targets
- Conduct yourself in an ethical manner.
- Take accountability for your own performance, personal and career development.
- Show empathy to customers.
- Stay updated on industry trends and product knowledge.
- Manage leads, referrals, and client follow-ups within agreed turnaround times
Qualification & Experience Requirement
- minimum Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
- 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services
You will be an ideal candidate if you possess the following:
- Strong understanding of FAIS, TCF, and client-centric advice principles
- Proven ability to meet sales, service, and compliance targets
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 on a local market as a brand ambassador.
You can be a match if you are:
- Client-focused and have an ethical approach to advice
- Enjoy solving problems.
- Persuasive selling skills
- Agile and Flexible
- Strong communication and interpersonal skills
- Results-driven with strong planning and organization skills
- Attention to detail and high compliance awareness
- Ability to work independently and within a team
End Date: September 23, 2026
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Job Description
To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
- Act responsibly with work related resources in order to contribute to cost containment.
- Achieve expected financial targets and uphold associated service levels.
- Deliver exceptional and high-quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
- Provide sound services and recommendations based on customer and client needs, current information and trends.
- Develop and manage key stakeholder relationships that enable achievement of operational objectives.
- Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
- Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
- Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
- Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
- Compile reports that track progress and guide business to make informed decisions.
- Ensure effective management of the leads pipeline.
- Support sales through analysis of client portfolio and pro-active client engagement.
- Contribute to innovation by finding faster and more accurate ways of working.
- Assist with profit growth for the business through sales and acquisition of new clients.
- Understand and market all financial services solutions within the relevant business offering.
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
- Develop, encourage and nurture collaborative relationships across the FRG.
End Date: September 23, 2026
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- As a Universal Advisor, you will be responsible for delivering compliant sales and service solutions to walk-in and existing customers in a high-volume service environment.
- You will ensure every interaction is value-driven, ethical, and aligned to FAIS, FICA, Treating Customers Fairly (TCF) principles, and FNB governance while actively promoting digital and self-service channels.
- Now’s the time to imagine your potential in a team where you can become the best version of yourself.
Are you someone who can:
- Engage customers in a positive and professional manner by being helpful
- by living up to our brand promise of “How can we help you?” at all times
- Understand customer needs to identify, sell, and cross-sell products aligned to customer needs and provide appropriate banking and financial solutions
- Educate customers on the correct banking platforms suited to their needs to proactively migrate customers to digital, e-Channels, and self-service platforms
- Fulfil transactions above set benchmarks while delivering exceptional service
- Manage leads, referrals, and customer follow-ups within agreed turnaround times
- Maintain accurate customer records and ensure compliance with FAIS, FICA, TCF, and internal governance
- Always conduct yourself in an ethical and professional manner
- Take accountability for personal performance, learning, and career development
- Stay informed on product offerings, systems, and industry developments
- Contribute to team success and adapt to changing customer and business needs
Qualification & Experience Requirement
- Minimum Qualification: Grade 12/ NQF Level 4
- Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
- 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services
You will be an ideal candidate if you possess the following:
- Strong understanding of FAIS, TCF principles, and regulatory compliance
- Proven ability to meet sales, service, and customer experience targets
- Must not be an unrehabilitated insolvent
You will have access to:
- Opportunities to build strong customer relationships within a dynamic POP environment
- A challenging, fast-paced branch setting
- Continuous learning and development aligned to your career path
- Opportunities to make a meaningful impact as a brand ambassador within a local market
You can be a match if you are:
- Client-focused with a strong ethical mindset
- Passionate about service excellence and problem-solving
- Confident in needs-based selling and solution delivery
- Agile, adaptable, and comfortable in a high-volume environment
- A strong communicator with excellent interpersonal skills
- Results-driven with strong planning and organisational skills
- Detail-oriented with high compliance awareness
- Able to work independently and collaboratively within a team
End Date: September 24, 2026
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Job Description
- To provide support and project assistance to the project team or PMO by organising, communicating details related to a specific assignment or project task while serving as an interface between team members, managers, and stakeholders to ensure successful execution of projects.
Are you someone who can:
- Provide end-to-end project coordination and administrative support across multiple projects and programmes.
- Support Project Managers, Programme Managers and PMO teams in delivering project objectives and milestones.
- Coordinate project meetings, workshops, governance forums and stakeholder engagements.
- Arrange travel, venue bookings, diary management and logistical requirements for project-related activities.
- Prepare agendas, presentations, project status reports, meeting packs and governance documentation.
- Capture accurate meeting minutes and track actions through to completion.
- Maintain project documentation and ensure all project artefacts are stored and managed in accordance with governance requirements and project taxonomy standards within Confluence.
- Monitor and maintain project risk, issue, decision and change registers.
- Assist with governance assurance activities and ensure compliance with the Business Delivery Lifecycle (BDLC) framework and minimum control requirements.
- Support audit activities and assist with audit exception reporting.
- Track project progress and update project management systems with accurate information.
- Coordinate project financial information and support project cost tracking and reporting activities.
- Review project deliverables and documentation to ensure adherence to quality and governance standards.
- Assist with process mapping, documentation and continuous improvement initiatives.
- Build productive working relationships with colleagues and stakeholders to support successful project delivery.
- Deliver exceptional service through adherence to service excellence standards.
- Proactively manage own work, prioritise deliverables and take ownership of outcomes.
You will be an ideal candidate if you have:
Qualifications:
- Matric (Grade 12) - Required
- Bachelor's Degree in Project Management, Business Administration, Commerce, Information Systems or a related field. - Preferred
Experience
- 3-5 years' experience in a Project Coordinator, Project Administrator, PMO Support or similar role.
- Experience working in a structured project or PMO environment.
- Experience supporting governance, reporting and project administration functions.
- Experience coordinating multiple stakeholders and project activities simultaneously.
Technical Competencies
- Advanced Microsoft Office skills, particularly Excel and PowerPoint.
- Experience using Jira and Confluence.
- Knowledge of project governance frameworks and PMO support practices.
- Experience maintaining project registers including risks, issues, decisions and changes.
- Strong reporting, presentation and documentation skills.
- Understanding of project lifecycle methodologies and governance standards.
- Knowledge of project financial administration and reporting principles.
You will have access to:
- Opportunities to network and collaborate.
- Challenging work in a dynamic and innovative environment.
- Opportunities to innovate and create efficiencies.
- A culture that values curiosity, collaboration and continuous improvement.
- Opportunities to develop your career within one of South Africa's leading financial institutions.
We can be a match if you are:
- Highly organised with excellent administrative skills.
- A self-starter who is proactive and takes initiative.
- Detail-oriented with a high level of accuracy.
- Able to manage multiple priorities and deadlines.
- Skilled at building and maintaining stakeholder relationships.
- A strong communicator with excellent interpersonal skills.
- Resilient, adaptable and able to work independently.
- Passionate about delivering quality service and supporting successful project outcomes.
End Date: September 18, 2026
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Are you someone who can:
- Deliver exceptional experience and education to RMB Private Wealth clients on basic wealth creation, accumulation.
- Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through ensuring effective management of the leads pipeline.
- Produce consistently high-quality outputs within agreed deadlines.
You will be an ideal candidate if you:
- Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
- RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)
- Meet all requirements on SUB-CATS.
- Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.
- Experience advising HNW/UHNW Clients would be beneficial
You will have access to:
- Opportunities to network and collaborate.
- Earn basic guaranteed rewards with uncapped earning potential.
- Opportunities to innovate.
We can be a match if you are:
- Signed off for supervision of all your SUB-CATS
- Able to build sound relationships based on trust and openness.
- Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
- Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization.
End Date: September 24, 2026
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Are you someone who can:
- Provide leadership, support, training, guidance and development to the medical underwriting team to ensure that the team complies with goals, objectives and standards of the organization to meet customer satisfaction, deadlines and manage the risk of the organisation.
- Review & ratification of underwriting business processes to the Underwriting Management Team
- Maintain and govern the underwriting processes for the Underwriting Department
- Understand and operate within regulatory framework and identify and escalate any risks to the business.
- Support the Underwriting Managers with their role objectives as needed.
- Research and maintain an awareness of market conditions, practice and legislation, making appropriate recommendations by identifying opportunities to maximize business performance.
- Lead or support defined pieces of work end to end within agreed timelines.
- Pro-actively identify areas for process improvement and efficiency enhancements.
- Support other key tasks within the Underwriting Operations Team such as reinsurance maintenance, reporting, Auditing as well as the Underwriting Department.
- Assessment of medical, financial & occupational underwriting risk.
- Assessment of complex and commercial cases within the agreed KPI target
- Creation of business practice guidelines
- Creation, implementation, review, testing & maintenance of Medical underwriting rules & questions.
- Relationship management with re-insurance treaty partners
- Implement Re-insurer guidelines and requirements.
- Assist with Ad hoc letters, non-disclosure letters & communicating changes in standards.
- Providing input to Lead underwriting on Ombudsman cases, High priority, CEO and media complaints
- Onboarding Training, mentoring & coaching of Underwriters
- Training & support for Underwriting, Advisory and Call Centre teams
- Providing retrospective underwriting decisions at claims stage
- Conduct and recommend Limit reviews for underwriters.
- Assist with / conduct periodic quality assurance reviews for in-force policies.
- Handle complex technical queries.
- Work with Underwriting Data Specialists to translate underwriting philosophy into underwriting Specialists,
You will be an ideal candidate if you:
- Matric
- Relevant degree would be advantageous
- Fit & Proper requirements for long term insurance category B1 for advice (advantageous)
- Minimal of 10 years with at least 5 years senior underwriting experience)
Knowledge:
- Proven track record in medical training or previous medical underwriting at an advanced level
- A higher / advanced level of product knowledge regarding Lump Sum Disability, Critical Illness,
- Income Protection, Business Cover, Group Risk, and the assessment and underwriting thereof.
- Assessment of medical, financial & occupational underwriting risk of an organisation
- In-depth and expert knowledge and application of underwriting administration processes
- Experience of influencing stakeholders within underwriting and wider business areas
- Systems and analytical experience
- Proven advanced underwriting and technical background
You will have access to:
- Opportunities to network and collaborate
- A challenging working environment that is progressive and agile
- Opportunities to innovate where initiative is taken and owned end to end
We can be a match if you are:
- Adaptable and curious
- Attention to detail
- Thrive in a collaborative environment
- Deadline driven
- Able to handle a pressurized environment
End Date: September 24, 2026
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Are you someone who can:
- Conduct tele interviews or tele-underwriting.
- Manage medical, occupation, part-time activities, travel and Financial Underwriting standard and substandard cases for: Disability and Critical Illness Underwriting, Income Protection, Business Cover, Group Risk, Alterations and Queries.
- Ensure placement of cases according to reinsurance treaty and internal guidelines.
- Liaise with planners/Business Development Manager on special terms, queries, presales and underwriting refreshers sessions with the front liners.
- Ensure resolution of underwriting enquiries and high priority cases.
- Drive and ensure involvement in Chief medical Officer sessions and other Underwriting training presentations (i.e., Case Studies, Sales training).
- Ensure underwriting - medical queries and tasks allocated are resolved timely and effectively by providing first time resolution on enquiries.
- Ensure accurate completion of documentation as per departmental guidelines to meet client needs and effectively utilize IT systems to ensure accuracy of documentation.
- Ensure adherence to organizational best practice and legislative requirements. Adhere to policies and procedures and take corrective action where necessary.
- Ensure all risks to the company are mitigated, identified, and escalated where necessary.
- Maintain a broad product knowledge to respond to customer queries effectively and accurately.
- Stay abreast on industry regulations, trends and best practices in underwriting.
- Approve and countersign cases above the acceptance limits of the underwriter.
- Provide coaching and mentorship to junior staff in the team to ensure optimal performance of the team and knowledge sharing.
- Actively anticipate and identify opportunities for improvements to our processes and procedures.
- Proactively solve problems, and recognize risk exposures, manage and escalate these where appropriate.
- Assess all applications not accepted by the online underwriting engine – initial applications, additional information and policy alterations.
- Provide fair and balanced underwriting decisions using the appropriate amount of evidence necessary.
You will be an ideal candidate if you have:
- Grade 12- Matric
- 5+ Years relevant medical training or previous medical underwriting at an advanced level
- 5 Plus years of proven experience as an Underwriter in the life insurance industry
- A proven working or higher- level knowledge of lump sum disability and critical illness, incomes protection, business cover and group risk
- Knowledge of insurance products, regulations and underwriting guidelines and current practices
- Experience in working with underwriting systems and tools
- Be competent in interpretation of doctor’s reports, medical results and risks link to abnormalities of these
- Assessment of medical, financial and occupational underwriting risk of an organization
- Proven experience as an underwriter in life insurance industry
You will have access to:
- Opportunities to network and collaborate
- A challenging working environment that is progressive and agile
- Opportunities to innovate where initiative is taken and owned end to end
We can be a match if you have the following:
- Adaptable and curious
- Have a proven successful track record.
- Thrive in a collaborative environment.
- Detail-oriented
- Proactive and accountable
- Calm under pressure
- Collaborative mindset
- Flexible and adaptable in a dynamic work environment
End Date: September 24, 2026
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Are you someone who can:
- Provide sound services and recommendations based on customer and client needs, current information, and trends.
- Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.
- Compile reports that track progress and guide business to make informed decisions.
- Ensure effective management of the leads pipeline.
- Support sales through analysis of client portfolio and pro-active client engagement.
- Assist with profit growth for the business through sales and acquisition of new clients.
- Achieve expected financial targets and uphold associated service levels.
- Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
- Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
- Act responsibly with work related resources to contribute to cost containment.
- Deliver exceptional and high-quality advice that exceeds customers’ expectations through proactive, innovative, and appropriate solutions.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
- Develop and manage key stakeholder relationships that enable achievement of operational objectives.
- Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
- Contribute to innovation by finding faster and more accurate ways of working.
- Understand and market all financial services solutions within the relevant business offering.
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
- Develop, encourage and nurture collaborative relationships within RMB and/or across the First Rand Group (FRG).
You will be an ideal candidate if you:
- Relevant NQF7 Level Degree in Finance, Economics or Accounting.
- Completed RE5 qualification
- Have 2 - 3 years’ experience within a Sales/Service area of a banking / financial environment.
End Date: September 30, 2026
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Are you someone who can:
- Provide sound services and recommendations based on customer and client needs, current information, and trends.
- Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.
- Compile reports that track progress and guide business to make informed decisions.
- Ensure effective management of the leads pipeline.
- Support sales through analysis of client portfolio and pro-active client engagement.
- Assist with profit growth for the business through sales and acquisition of new clients.
- Achieve expected financial targets and uphold associated service levels.
- Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
- Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
- Act responsibly with work related resources to contribute to cost containment.
- Deliver exceptional and high-quality advice that exceeds customers’ expectations through proactive, innovative, and appropriate solutions.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
- Develop and manage key stakeholder relationships that enable achievement of operational objectives.
- Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
- Contribute to innovation by finding faster and more accurate ways of working.
- Understand and market all financial services solutions within the relevant business offering.
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
- Develop, encourage and nurture collaborative relationships within RMB and/or across the First Rand Group (FRG).
You will be an ideal candidate if you:
- Relevant NQF7 Level Degree in Finance, Economics or Accounting.
- Completed RE5 qualification
- Have 2 - 3 years’ experience within a Sales/Service area of a banking / financial environment.
End Date: September 30, 2026
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Are you someone who can:
- Lead and support the sales and service team to achieve and exceed agreed targets
- Drive sales across product and campaign initiatives to optimise growth and profitability
- Deliver customer experience excellence aligned to organisational values and service standards
- Communicate service solutions clearly and secure customer and stakeholder buy in
- Ensure product knowledge and advice provided is technically accurate and compliant
- Engage customers to understand unique requirements and support value optimisation and product integration
- Manage and grow the active customer account base within the branch
- Analyse customer insights and business data to identify service and sales improvement opportunities
- Provide regular reporting on service delivery, customer targets, and SLA performance
Leadership, People & Performance Responsibilities
- Manage team delivery against goals within the area of responsibility
- Set meaningful stretch goals and motivate team achievement
- Provide ongoing coaching, guidance, and performance feedback
- Identify development needs and ensure personal development plans are created, implemented, and reviewed
- Create a development culture where learning, insights, and best practice are actively shared
- Manage performance moderation, recognition, disciplinary, and retention processes in line with HR policies
- Participate in Talent Management practices and succession planning
- Implement Employment Equity plan targets in recruitment and employee movement activities
- Resolve conflict and respond to employee concerns in a timely and fair manner
- Ensure effective transfer of skills across functions within the team
Compliance, Risk & Governance
- Ensure full compliance with statutory, legislative, policy, and governance requirements
- Implement and embed relevant policies and practice standards across the team
- Maintain up to date knowledge of legislative changes, industry best practice, and internal compliance requirements
- Ensure system and process compliance and address audit findings effectively
- Identify, assess, and manage risks within the area of accountability
- Provide input into governance and compliance process improvements
- Educate team members on risk management, compliance expectations, and process enhancements
- Participate in specialist risk and governance forums where required
Qualification & Experience Requirement
- Minimum Qualification: Grade 12/ NQF Level 4
- Preferred Qualification: NQF Level 5 Certificate in Banking, Business Management, or related fields
- 1–3 years of experience in sales, management and/or preferred supervisory experience
You will be an ideal candidate if you possess the following:
- Proven leadership experience within a sales and service branch environment
- Strong track record of achieving sales, service, and customer experience targets
- Solid understanding of compliance, risk, and governance within financial services
- Experience coaching, developing, and managing team performance
- Ability to analyse data and translate insights into practical actions
You will have access to:
- Leadership opportunities within a dynamic Points of Presence environment
- Ongoing learning and development aligned to leadership and sales excellence
- Exposure to cross functional collaboration and communities of practice
- The opportunity to influence customer outcomes, team capability, and business growth
You can be a match if you are:
- Customer obsessed with a passion for service excellence
- Results driven and motivated by team success
- Confident in influencing, coaching, and communicating
- Ethical, disciplined, and risk aware
- Analytical and comfortable working with data and insights
- Adaptable, resilient, and energised by a fast-paced environment
- Committed to developing people and building high performing teams
End Date: September 20, 2026
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Are you someone who can:
- Engage customers in a positive and professional manner by being helpful
- by living up to our brand promise of “How can we help you?” at all times
- Understand customer needs to identify, sell, and cross-sell products aligned to customer needs and provide appropriate banking and financial solutions
- Educate customers on the correct banking platforms suited to their needs to proactively migrate customers to digital, e-Channels, and self-service platforms
- Fulfil transactions above set benchmarks while delivering exceptional service
- Manage leads, referrals, and customer follow-ups within agreed turnaround times
- Maintain accurate customer records and ensure compliance with FAIS, FICA, TCF, and internal governance
- Always conduct yourself in an ethical and professional manner
- Take accountability for personal performance, learning, and career development
- Stay informed on product offerings, systems, and industry developments
- Contribute to team success and adapt to changing customer and business needs
Qualification & Experience Requirement
- Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
- 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services
You will be an ideal candidate if you possess the following:
- Strong understanding of FAIS, TCF principles, and regulatory compliance
- Proven ability to meet sales, service, and customer experience targets
- Must not be an unrehabilitated insolvent
You will have access to:
- Opportunities to build strong customer relationships within a dynamic POP environment
- A challenging, fast-paced branch setting
- Continuous learning and development aligned to your career path
- Opportunities to make a meaningful impact as a brand ambassador within a local market
You can be a match if you are:
- Client-focused with a strong ethical mindset
- Passionate about service excellence and problem-solving
- Confident in needs-based selling and solution delivery
- Agile, adaptable, and comfortable in a high-volume environment
- A strong communicator with excellent interpersonal skills
- Results-driven with strong planning and organisational skills
- Detail-oriented with high compliance awareness
- Able to work independently and collaboratively within a team
End Date: September 24, 2026
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Role Purpose:
- Provide strategic leadership, commercial direction, and end-to-end P&L accountability for Retail or Commercial Banking across multiple African markets. The job drives sustainable growth, competitive propositions, multi-segment customer value, and strong governance while enabling digital transformation and operational excellence across diverse regulatory environments.
Are you someone who can:
- Define, lead, and continuously refine the multi-country strategy for Retail or Commercial Banking, addressing market maturity, competitive dynamics, and regulatory needs in each jurisdiction.
- Translate Group strategic ambitions into executable country-level business plans with clear performance targets, financial outcomes, and transformation objectives.
- Evaluate market-entry opportunities, partnerships, and ecosystem plays (fintech, telco, payments, platform integrations) to expand distribution, improve customer access, and diversify revenue streams.
- Champion innovation and digital disruption initiatives to future-proof business models and unlock multi-market synergies.
- Own end-to-end P&L for Retail or Commercial Banking across markets, balancing growth, profitability, and risk to maximise long-term franchise value.
- Lead the design and management of product suites across segments: deposits, lending, payments, working capital, trade, FX, cash management, merchant solutions, and insurance partnerships.
- Enhance pricing models, fees, and value-based bundling to optimise returns while ensuring affordability and regulatory compliance.
- Monitor and manage portfolio performance including revenue drivers, cost lines, capital usage, impairment trends, and portfolio diversification across sectors and customer types.
- Develop customer strategies for retail segments (mass, mass affluent, youth, premium) and commercial segments (SME, mid-market, agri, sector specialists).
- Strengthen omni-channel distribution by integrating digital platforms, branches, ATMs, agents, merchants, and call centres into a unified customer experience.
- Drive improvement in customer acquisition, retention, cross-sell, and share-of-wallet through advanced analytics, targeted value propositions, and lifecycle management.
- Establish and oversee customer experience standards, service KPIs, complaints management, and NPS improvement programmes across all countries.
- Serve as accountable executive for first-line risk management across retail and commercial portfolios, ensuring robust credit origination, monitoring, and portfolio controls.
- Strengthen credit governance frameworks, early warning systems, collections effectiveness, and recovery strategies to maintain portfolio health and minimise impairments.
- Ensure compliance with regulatory and statutory requirements across all jurisdictions including AML/CFT, KYC, consumer protection, data privacy, market conduct, and prudential guidelines.
- Embed a strong risk culture across multi-country teams, ensuring adherence to Group Risk Appetite and effective control environments.
- Drive multi-country digital transformation by championing intuitive customer journeys, selfservice capabilities, and straight-through processing across retail and commercial channels.
- Partner with Technology and Operations to implement scalable, interoperable platforms that enhance uptime, stability, cybersecurity resilience, and operational efficiency.
- Promote data and analytics maturity across markets by embedding predictive analytics, customer insights, pricing models, and performance dashboards.
- Guide automation and process optimisation initiatives to reduce cost-to-serve, turnaround times, and operational bottlenecks.
- Lead high-performing multi-country leadership teams, ensuring strong succession pipelines, talent mobility, and capability uplift for critical skills.
- Champion a culture of accountability, collaboration, inclusion, performance excellence, and empowerment across African markets.
- Identify and develop leadership talent through coaching, structured development, and performance management frameworks.
- Oversee workforce plans, skills transformation, and resource optimisation to enable operational effectiveness across markets.
- Represent the business in high-level engagements with regulators, central banks, financial industry bodies, and key government stakeholders across African markets.
- Build and maintain strategic partnerships with DFIs, guarantee agencies, payments networks, telcos, fintechs, ERP providers, and corporate ecosystems to expand reach and enhance value propositions.
- Influence Group executive committees, Group functions, and country executive teams to ensure alignment of strategy, policies, investment decisions, and risk appetite.
- Serve as a senior ambassador for the institution across Africa, enhancing brand reputation and supporting market development initiatives.
You will be an ideal candidate if you have:
- A bachelor’s degree in business, Commerce, Finance, Economics, Banking, Accounting, or a related field.
- A postgraduate qualification, with an MBA or master’s degree being advantageous.
- 15+ years' experience within the Banking or Financial Services industry.
- 10+ years' experience in senior executive leadership roles with P&L accountability.
- Proven experience leading Retail Banking, Commercial Banking, or both across multiple countries or regions. Strong track record in strategy execution, business growth, and commercial performance management.
- Experience driving digital transformation, innovation, and customer-centric business models.
- Deep understanding of risk management, governance, regulatory compliance, and credit portfolio management across multiple jurisdictions.
- Demonstrated success in influencing regulators, executive stakeholders, and strategic partners across African markets.
- Proven ability to lead large, diverse teams and build high-performing, accountable cultures.
You will have access to:
- Opportunities to network and collaborate.
- Challenging Work.
- Opportunities to innovate.
We can be a match if you are:
- Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to do both.
- Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.
End Date: September 18, 2026
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Job Description
- The purpose of the role is to provide strategic direction and manage the end-to-end creative and development process within a specialist team.
- Define product vision, setting priorities, and ensuring alignment with business objectives and oversee the design, development, and delivery of innovative products or solutions, balancing customer needs, market trends, and organisational goals.
- The successful candidate will be accountable for driving cross-functional collaboration, optimising resources, and ensuring timely execution to achieve product success.
Are you someone who can:
- Facilitate the conversion of knowledge and ideas into new or improved products, capabilities, processes and services (producer/enabler).
- Explore local and international markets for new products and trademarks in order to expand and strengthen the business' market position.
- Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information.
- Manage designated product development projects from inception to final execution, including post implementation evaluation.
- Initiate and manage market research, data mining and quantitative analysis to ensure sustainability and future competitive growth.
- Establish and maintain effective business procedures that efficiently reduce operational risk and guarantee the delivery of needs specifications of the high quality. Address findings identified through internal or external audits, as well as those raised by client management and risk functions.
- Develop a product strategy aligned to business strategy to ensure business growth and sustainability.
- Establishment, alignment and management of target and budget goals whilst ensuring effective control of costs for a range of functional areas to increase cost efficiency.
- Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SMEs, project managers and senior staff members.
- Maintenance of expert knowledge on relevant legislative amendments, industry best practices and provision of proactive advice and solutions to relevant stakeholders.
- Deliver an exceptional client experience that exceeds customers and stakeholders’ expectations through proactive and appropriate solutions and communication.
- Work closely with Segment Customer owners (consumers) to ideate, craft, and launch new offerings across the customer lifecycle.
- Lead and engage for the Bank at numerous Industry forums for all matters pertaining to the Payment rails that you own.
- Lead a team of Specialists to drive implementation of the Product strategy, ensuring alignment with Segment strategy.
The ideal candidate will have :
- +5 Years product management experience (preferably in a payments environment) - Product Support Development and Analysis
- BCom Marketing, Information Systems or Similar
End Date: September 24, 2026
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Are you someone who can:
- Build and manage long-term client relationships to support retention and growth
- 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 provide appropriate financial advice and solutions aligned to client financial goals and in accordance with FAIS requirements
- Maintain accurate and complete client records and documentation
- Achieve individual and branch sales and service targets
- Conduct yourself in an ethical manner.
- Take accountability for your own performance, personal and career development.
- Show empathy to customers.
- Stay updated on industry trends and product knowledge.
- Manage leads, referrals, and client follow-ups within agreed turnaround times
Qualification & Experience Requirement
- minimum Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
- 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services
You will be an ideal candidate if you possess the following:
- Strong understanding of FAIS, TCF, and client-centric advice principles
- Proven ability to meet sales, service, and compliance targets
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 on a local market as a brand ambassador.
You can be a match if you are:
- Client-focused and have an ethical approach to advice
- Enjoy solving problems.
- Persuasive selling skills
- Agile and Flexible
- Strong communication and interpersonal skills
- Results-driven with strong planning and organization skills
- Attention to detail and high compliance awareness
- Ability to work independently and within a team
End Date: September 23, 2026
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Job Description
- To drive sales performance by applying established processes to achieve individual targets within the assigned area. Build and sustain strong customer relationships through effective engagement and exceptional service delivery. Contribute to team success by consistently meeting objectives and supporting a superior customer experience.
Are you someone who can:
- Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.
You will be an ideal candidate if you have:
- Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification or high qualification.
- Completed First Level Regulatory Examination
You will have access to:
- Opportunities to network and collaborate.
- A challenging working environment
- Opportunities to innovate.
You will be a match if you are:
- Achievement of targets for business.
- Understand, read, and anticipate the market and clients’ needs to design and deliver innovative, customized value adding solutions to portfolio of clients.
- Deliver exceptional service that exceeds clients’ expectations through proactive, innovative, and appropriate solutions.
- Maximise Business Portfolio cross sell opportunities and strengthen client relationships. · Maintenance of expert knowledge on specific products, pricing, application procedure, processing, and timelines in order to drive and achieve relevant sales targets.
- Understand reasons for and comply with governance in terms of legislation and audit requirements.
- Retrieve all qualified leads from internal channel sales pipeline and make contact with existing or new customer to generate a sale. Source new leads through external contacts and other channels to increase customer base if required.
- Contact prospective clients and sell appropriate banking products in order to achieve sales targets.
- Deliver the end-to-end client management process through continuous engagement with the client on process milestones, selling the FNB value proposition, facilitating the application process on behalf of the client, prepare the proposal to credit, manage internal dependencies, close the deal and manage post sales queries when relevant.
- Analyse competitor information gathered and ensured active monitoring of market trends and influences. Identify new business opportunities that impact on the industry.
- Track, control, and influence sales activities with the specific aim to achieve previously determined sales targets in line with quality, productivity and sales requirements.
- Manage own development to increase own competencies.
End Date: September 18, 2026
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Job Description
- Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.
Are you someone who can:
- Identify and utilize opportunities for revenue growth to deliver on sales targets.
- Provide appropriate banking and financial solutions across an allocated portfolio of clients.
- Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
- Ensure compliance to legislative and audit requirements and adherence to relevant processes.
- Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.
- Develop, encourage and nurture collaborative relationships within FNB and/or across the First Rand Group (FRG).
- Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.
- Participate in planned activities that are appropriate for own development.
- Deliver customer experience excellence in own service delivery aligned to Organizational values and service standards.
- Deliver internal and external customer service excellence through adherence to quality service standards.
- Prevent wastage and identify process improvements to contain and reduce costs.
You will be an ideal candidate if you:
- Relevant NQF7 Level Degree in Finance, Economics or Accounting.
- Completed RE5 qualification.
- Preferred Qualification - Certified Financial Planner (CFP)
- Experience - 0 to 5 years’ experience in a Banking, Investment, Financial Planning, Wealth
- Management, and client facing environment.
- Full understanding of money management principles
Candidates are required to have sign-off on the following sub-categories:
- Long-Term Insurance subcategory B1
- Long-Term Insurance subcategory C
- Retail Pension Benefits
- Participatory Interests in a Collective Investment Scheme
- Long-term Deposits
- Short-term Deposits
- Long-term Insurance subcategory B1-A
You will have access to:
- Sound working knowledge of required business-related systems.
- Sound working knowledge of Banking and Financial Services Regulatory requirements.
- Knowledge on wealth management creation and accumulation
- Wealth protection or risk knowledge.
You can be a match if you have;
- Excellent knowledge of global financial markets and current affairs
- Ability to match client needs with appropriate product solutions.
- Excellent project management skills and able to plan and organize work independently.
- Proven track record in servicing a portfolio of clients and in acquisition of new relationships.
- Sound knowledge of the Bank's risk and other mandates to ensure exercising good commercial judgment while representing the Bank's and the shareholders’ interests always.
End Date: September 27, 2026
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Job Description
To deliver an exceptional and efficient customer experience by proactively understanding customer needs, providing tailored product solutions, and directing customers to the most suitable service channels (including eChannels and self-service). Ensure all interactions align with established policies, processes, and service standards.
- Connect with our customers by living up to our brand promise of “how can we help you?” at all times. Converse with our customers in a way that they fully understand and provide helpful solutions and products based on their needs
- Conduct themselves in an ethical manner at all times
- Adhere to the TCF (Treating Customer fairly) principles in all that you do
- Identify and sell/cross sell products aligned to customer needs
- Maximize channel optimisation opportunities identified aligned to customer needs
- Ensure activities support cost containment and reduction
- Optimize 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 Optimize 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
End Date: September 24, 2026
go to method of application »
Are you someone who can:
- Build and manage long-term client relationships to support retention and growth
- 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 provide appropriate financial advice and solutions aligned to client financial goals and in accordance with FAIS requirements
- Maintain accurate and complete client records and documentation
- Achieve individual and branch sales and service targets
- Conduct yourself in an ethical manner.
- Take accountability for your own performance, personal and career development.
- Show empathy to customers.
- Stay updated on industry trends and product knowledge.
- Manage leads, referrals, and client follow-ups within agreed turnaround times
Qualification & Experience Requirement
- minimum Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
- 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services
You will be an ideal candidate if you possess the following:
- Strong understanding of FAIS, TCF, and client-centric advice principles
- Proven ability to meet sales, service, and compliance targets
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 on a local market as a brand ambassador.
You can be a match if you are:
- Client-focused and have an ethical approach to advice
- Enjoy solving problems.
- Persuasive selling skills
- Agile and Flexible
- Strong communication and interpersonal skills
- Results-driven with strong planning and organization skills
- Attention to detail and high compliance awareness
- Ability to work independently and within a team
End Date: September 26, 2026
go to method of application »
Job Description
To deliver an exceptional and efficient customer experience by proactively understanding customer needs, providing tailored product solutions, and directing customers to the most suitable service channels (including eChannels and self-service). Ensure all interactions align with established policies, processes, and service standards.
- Connect with our customers by living up to our brand promise of “how can we help you?” at all times. Converse with our customers in a way that they fully understand and provide helpful solutions and products based on their needs
- Conduct themselves in an ethical manner at all times
- Adhere to the TCF (Treating Customer fairly) principles in all that you do
- Identify and sell/cross sell products aligned to customer needs
- Maximize channel optimisation opportunities identified aligned to customer needs
- Ensure activities support cost containment and reduction
- Optimize 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 Optimize 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 experienc
End Date: September 24, 2026
go to method of application »
Are you someone who can:
- Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.
You will be an ideal candidate if you have:
- Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification or high qualification.
- Completed First Level Regulatory Examination
You will have access to:
- Opportunities to network and collaborate.
- A challenging working environment
- Opportunities to innovate.
You will be a match if you are:
- Achievement of targets for business.
- Understand, read, and anticipate the market and clients’ needs to design and deliver innovative, customized value adding solutions to portfolio of clients.
- Deliver exceptional service that exceeds clients’ expectations through proactive, innovative, and appropriate solutions.
- Maximise Business Portfolio cross sell opportunities and strengthen client relationships. · Maintenance of expert knowledge on specific products, pricing, application procedure, processing, and timelines in order to drive and achieve relevant sales targets.
- Understand reasons for and comply with governance in terms of legislation and audit requirements.
- Retrieve all qualified leads from internal channel sales pipeline and make contact with existing or new customer to generate a sale. Source new leads through external contacts and other channels to increase customer base if required.
- Contact prospective clients and sell appropriate banking products in order to achieve sales targets.
- Deliver the end-to-end client management process through continuous engagement with the client on process milestones, selling the FNB value proposition, facilitating the application process on behalf of the client, prepare the proposal to credit, manage internal dependencies, close the deal and manage post sales queries when relevant.
- Analyse competitor information gathered and ensured active monitoring of market trends and influences. Identify new business opportunities that impact on the industry.
- Track, control, and influence sales activities with the specific aim to achieve previously determined sales targets in line with quality, productivity and sales requirements.
- Manage own development to increase own competencies.
End Date: September 24, 2026
Method of Application
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