Job Vacancies at FNB South Africa

Purpose

To search and explore local and international markets for new products and trademarks in order to expand and strengthen the company position in the market.

Experience and Qualifications

• Relevant Degree
• 3 to 5 years experience in a similar environment

Additional Requirements

• In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
• No Referral plan is assigned to this job

Responsibilities

• Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients
• Drive an increase in average balance of specific portfolio ofassets as defined in the Financial Performance Report of the business
• Drive an increase in average balance of specific portfolio of liabilities as defined in the Financial Performance Report of the Business
• Achieve rate target on both fix and linked mix for the business
• Deliver exceptional service that exceeds customers expectations through proactive, innovative and appropriate solutions
• Build and maintain strategic relationships with internal and external parties to support the sales strategy
• Maintenance of expert knowledge on relevant legislative amendments, industry best practices and provision of proactive advice and solutions to relevant stakeholders
• Provide sales support efficiencies and services in order to ensure retention of clients
• Convert identified leads into successful sales. Achieve individual targets as set according to appropriate business area or sales plan
• Define a portfolio growth strategy in line with predetermined growth targets, which are determined on an annual basis through conducting competitor analysis, providing innovating new value propositions and focusing on new as well as cross sell opportunities.
• Comply with governance in terms of legislative and audit requirements
• Coordinate and facilitate all approved strategic projects
• Structure Complex Business Development Proposal and compile proposal for presentation at the credit committee
• Keep up to date with financial and economic developments to inform and support clients and provide clear analysis for all business processes and documentation to develop the business
• Improve business decisions to enable innovative product development by providing accurate and reliable business intelligence(information). Develop a deep understanding of the technical trends, commercial market, competition and trends in the market
• 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

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Purpose

To ensure that customer data through the customer data supply chain is secured and any risks associated to privacy is mitigated

Experience and Qualifications

• Minimum Qualification - Relevant BComm, BSC degree in Information Systems or Technology
• Experience - At least 10 years’ experience in managing data and understanding the privacy associated with it

Additional Requirements

• 3+ years of experience in a similar role 

Responsibilities

• Define business processes to ensure diligence and privacy
• Review all processes to identify gaps for potential threats
• Perform, advise and provide information on access level impacts and mitigate risk in respect of system and application access
• Manage cost to income to increase profitability and efficiencies for the business
• Maintain expert knowledge on relevant legislative amendments, and provide proactive advice and solutions to stakeholders on data privacy
• Keep up to date with area of specialisation by assessing own performance
• Initiate any incident response plans in the event of unauthorised disclosure of information
• Ensure own understanding of all systems that acquire the storing and transferring of data
• Design solutions and controls in order to resolve any possible data breaches

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Purpose

To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments.

Experience and Qualifications

• Minimum Qualification : Relevant Degree in Investment or Economics. Certified Financial Planner.
• Experience : 3 to 5 years’ experience in a similar environment, of which 1 to 2 years ideally at junior (entry level) management level. Industry related Sales or Advisory experience with high income clients preferred
• Person must not be an unrehabilitated insolvent

Additional Requirements

• In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
• No Referral plan is assigned to this job

Responsibilities

• Achieve gross production target as indicated in scorecard.
• Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand approved investment and risk products.
• Be an ambassador for FNB as a financial service provider encompassing our internal values and ethical standards.
• Maintain expert knowledge on all FirstRand approved products, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
• Ensure that the quality of advice remains high and consistent and in line with FNB’s investment philosophy and product approved matrix.
• Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
• Develop networks and build alliances to build and strengthen internal support bases.
• Engage in cross-functional activities.
• Collaborate across boundaries and finds common ground with a widening range of stakeholders.
• Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
• Inform and educate customers on products and services to ensure retention of existing customers; increase sales revenue and increase the organisation's customer base.
• Liaise and interact with clients and or customers via approved communication channels in a positive and helpful manner.
• Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention.
• Analyse financial information obtained from clients to develop a financial plan or proposal using the correct tools.
• Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
• Investigate available investment opportunities to determine compatibility with client financial plans.
• Review clients' financial plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
• Monitor financial market trends to ensure that client plans are responsive.
• Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
• Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities.
• Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability.
• Maintain expert knowledge on relevant legislative amendments, industry best practices and FNB’s internal compliance procedures and requirements.
• Ensure compliance is adopted in terms of systems and procedures as laid out by FNB.
• Implement and provide input into the development of governance and compliance procedures and processes within area of specialisation and identify risks.
• Ensure optimal usage and protection of business assets.

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Purpose

To deliver exceptional experience and education to Private Wealth or RMBPB clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles  

Experience and Qualifications

• Minimum Qualification - Degree in Finance, Economics or Accounting
• Preferred Qualification - Certified Financial Planner (CFP)
• Experience - 3 to 5 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment
• Additional Knowledge - Full understanding of money management principles
• 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
• 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
• Excellent knowledge of global financial markets and current affairs
• Ability to match client needs with appropriate product solutions
• 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

Additional Requirements

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

Responsibilities

• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
• Participate in planned activities that are appropriate for own development
• Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
• Identify and utilise opportunities for revenue growth to deliver on sales targets
• Provide appropriate banking and financial solutions across an allocated portfolio of clients
• Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
• Ensure compliance to legislative and audit requirements and adherence to relevant processes
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
• Deliver customer experience excellence in own service delivery aligned to Organisational 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
• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth

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Purpose

To model, interrogate and provide insights on detailed cost and profitability information in support of both current operational management decisions and planning for the future

Experience and Qualifications

• Minimum Qualification - Relevant Diploma/ Undergraduate Degree in Finance, Costing, Mathematics or similar
• Preferred Qualification - Relevant postgraduate degree, Financial or analytical modelling, qualifications, CIMA or ACCA
• Experience - 3 to 5 years’ experience in costing/commercial/ finance/pricing, of which 1 to 2 years ideally at a junior specialist level
• Knowledge and experience in Analytics Costing/Pricing principles
• CIMA/Associate General Accounting (SA)/ACCA or SAIPA

Additional Requirements

• In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
• Costing experience / management accounting experience
• Experience in activity based  costing.
• Run month end costing models and budget  models.
• Ability work with large sets of data
• Ability to work in a high-pressure environment with tight  deadlines.
• Ability understand budget movements and communicate with impacted  stakeholders.
• Strong excel  skills.
• Attention to detail is  required.
• SQL is an advance
• No Referral plan is assigned to this job

Responsibilities

• Prevent wastage and identify process improvements to contain and reduce costs
• Provide input into costing projects involving a segment, business unit, function or country/region (as applicable)
• Influence creative business solutions, optimise processes and inform strategic decisions through cost modelling and data analysis
• Build, run and execute profitability models and provide required reports for business
• Provide feedback to the business on monthly and ad hoc analysis and reports to support decision making
• Build and calculate cost models and work within established work and service processes
• Conduct review and scenario planning to provide guidance on budgetary process in terms of spend and forecast adjustments
• Develop new insights into situations and apply innovative solutions to make organisational improvements
• Provide input into the development of the tactical strategy, and develop and implement a supporting operational strategy
• Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
• Deliver internal and external customer service excellence through adherence to quality service standards
• Continuously assess own performance through seeking timely, and clear feedback and request training where appropriate

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Purpose

Managesbranch resources in line with business short and long term goals policies andvalues with a view to generate the highest return on capital employed. Enablingthe delivery of excellent customer experience within a dynamic branchenvironment promoting new business in order to ensure future growth withoutincurring unmanageable risks and ensuring compliance with regulatoryrequirements.

Experience and Qualifications

• Minimum Qualification - Grade 12
• Preferred Qualification - Relevant NQF 5
• An appropriate recognised Business Degree at NQF level 6 is preferred
• Minimum years of relevant experience -   4 years relevant experience
• FAIS- No

Additional Requirements

• In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
• No Referral plan is assigned to this job

Responsibilities

• Connect with internal/external customers by living up to our brand promise of how can we help you? at all times
• Converse with internal/external customers in a way that they fully understand and provide helpful solutions and products based on our customers needs
• Conduct themselves in an ethical manner at all times
• Take ownership of solving our customers problems or queries as efficiently and quickly as possible
• Adhere to the TCF (Treating Customers fairly) principles in all that you do
• Understanding key business drivers and how to leverage these to increase market share
• Ensure effective control of activities in support of cost containment and reduction aligned to target and budget goals
• 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
• Ensure full understanding and impact of Compliance with governance in terms of legislative and audit requirement
• Maintenance of expert knowledge in order to drive and achieve short- and long-term goals
• Drive improvement of operational efficiencies, processes and procedures to ensure ultimate delivery of superior quality customer experiences on an ongoing basis and monitor that workflow achieves operational requirements
• Escalate service failure of SLA agreements to the relevant stakeholders
• Optimise use of Business Intelligence systems to improve business decisions
• Teller Differences - Manage actual Rand value of shortages to minimise losses to the business
• Drive and ensure migration of service and financial transactions
• Ensure team members drive and achieve App and E Channel enablement
• Demonstrate behaviour in support of the organisational values
• Take accountability for own performance, personal and career development
• Improve knowledge and competencies by completing role specific training
• Contribute to the overall effectiveness and success of the team
• Maintain an ability to adapt to ever changing business and customer needs
• Plan and manage performance, skills development, employment equity, talent and culture of direct reports in order to achieve efficiencies and increase competencies