Latest Jobs at FNB South Africa

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: May 28, 2026

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Role Purpose:

• To deliver exceptional experience and education to Private Wealth 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.

Are you someone who can: 

• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.
• 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 - 3 to 5 years’ experience in a Banking, Investment, Financial Planning, Wealth
• Management, and client facing environment.
• Full understanding of money management principles

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: May 30, 2026

go to method of application »

Role Purpose:

• To deliver exceptional experience and education to Private Wealth 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.

Are you someone who can: 

• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.
• 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 - 3 to 5 years’ experience in a Banking, Investment, Financial Planning, Wealth
• Management, and client facing environment.
• Full understanding of money management principles

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: May 30, 2026

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Job Description

• We’re inviting bright, motivated students in their final or penultimate year of study to join us for a two-week Vacation Work program from the 6th July to 17th July 2026. During this time, you’ll gain hands-on experience by engaging with our dynamic Business Units.
• If your studies are in faculties such as Science - IT, Statistics, or Actuarial Studies - and Engineering and you’re getting close to completing your degree, we’d love to host you and help you find the work that will be most meaningful to you.
• We take in students during the holiday periods and applications open during the preceding months. Most opportunities are based at our head office in Johannesburg, but we also host students at various offices across the country, depending on the assignments available.

Spaces are limited so make sure to get your application in on time.

• Deliver exceptional service that exceeds customers expectations through proactive, innovative and appropriate solutions
• Resolve all customer queries efficiently, and within agreed timelines.
• 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
• Work closely with the team / allocated individual in order to up skill knowledge and skills in Operations and Administration
• Manage own development to increase own competencies

End Date: May 29, 2026

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Are you someone who can do:

• Deliver a service which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service.
• Maintain close working relationships with key stakeholders ensuring appropriate IT solutions are developed.
• Implement processes, which build customer service delivery excellence and encourage others to provide exceptional service.
• Create and maintain working relationships with a variety of stakeholders for purposes of expectation management, knowledge sharing and integration.
• Translate business IT requirements into implementable solutions and continuously monitor to ensure operational continuity and effectiveness.
• Oversee and manage all technical support request escalated and ensure effective resolution within the Service Level Agreement.
• Ensure adequate unit, system integration and post implementation unit tests are performed for all configuration and development tasks.
• Ensure testing yields an acceptable level of performance for the changes being delivered.
• Analyse and/or identify problems/requirements to determine impact, patterns and trends, best fit alternatives, and best practice solutions.
• Determine the estimated resources and timelines required to deliver the required functionality.
• Assess, identify, and mitigate potential risks within the IT function by complying with technology business policy and process requirements (SDLC and change / release management process definition) to ensure operational performance.
• Design relevant IT Solution and produce specification and architecture in accordance with agreed standards against the requirements and approved by the appropriate governance forums.
• Participate in specialist communities of practice and contribute positively to own and organisational knowledge improvement.
• Support effective teamwork within the function.
• Participate and collaborate across teams.
• Plan and manage performance, skills development, employment equity, talent, and culture of team in order to improve innovation and achieve efficiencies.

Additional Requirements

• Strong Leadership Skills
• Linux
• Kubernetes
• AWS
• AI would be advantageous

You’ll benefit from our changeable benefits like:

• Inspiring work environment
• Work that is challenging
• Space to make a difference.
• Opportunities to innovate.
• Focus on health and wellbeing (onsite wellness center, gym and crèche at our main campus to innovative employee wellbeing and financial fitness programmes)
• Resources to help you with your professional development.
• Generous leave policy
• Preferential employee banking rates
• When it comes to learning and development, we encourage our changeable to expand their knowledge, on their own, with others, in person or online.
• As for our workspace, it is immersive, collaborative, and energetic because at FNB, innovation is our lifeblood and change in our DNA.

End Date: May 30, 2026 

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Are you someone who can :

• Drive business profitability in the context of cost management through Information technology solutions.
• Increase operational efficiency and suggest solutions to enhance cost effectiveness.
• Advise on Budget forecasting to align the identified needs for IT Infrastructure Architecture.
• Deliver exceptional service that exceeds customers’ expectations through proactive, innovative and appropriate solutions by resolving queries fast end effective.
• Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members by providing input to business requirements.
• Plan, design and build an IT infrastructure architecture, usually at an enterprise level, to meet business requirements and customise application functionality as identified through the relationship with the Organisational Sources and other External sources.
• Comply, understand and implement all steps within IT development and meet governance in terms of legislative and audit requirements during design of IT Infrastructure Architecture.
• Draft business and technical requirements into requests for proposal documents for IT Infrastructure Architecture.
• Ensure IT Infrastructure Architecture Performance and Upgrade Metrics are developed and used in the business.
• Ensure system health checks process is aligned with SLA and best practices for the Business Technical Environment.
• Support application functionality to problems analysis in existing infrastructure architecture by staying abreast with latest technological advances in the marketplace then translate current and future trends and advise management of benefits and well as risk.
• Manage own development to increase own competencies.
• Develop an In-depth knowledge of specified field as well as ability to translate this knowledge into business terms and Solutions.

Additional Requirements

• Linux
• Kubernetes
• AWS
• Bamboo
• Grafana
• Promethus,
• Harbor skills essential

You’ll benefit from our changeable benefits like:

• Inspiring work environment
• Work that is challenging
• Space to make a difference.
• Opportunities to innovate.
• Focus on health and wellbeing (onsite wellness center, gym and crèche at our main campus to innovative employee wellbeing and financial fitness programmes)
• Resources to help you with your professional development.
• Generous leave policy
• Preferential employee banking rates
• When it comes to learning and development, we encourage our changeable to expand their knowledge, on their own, with others, in person or online.
• As for our workspace, it is immersive, collaborative, and energetic because at FNB, innovation is our lifeblood and change in our DNA.

End Date: May 30, 2026

go to method of application »

Are you someone who can:

• Deliver exceptional experience and education to Private Clients/Private Clients RMB 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.

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:

• 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: May 29, 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: 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

End Date: May 29, 2026

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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. 
• Willing to work on a shift structure 

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: 

• 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 

End Date: May 30, 2026

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Are you someone who can:

• Drive significant growth and profitability in the context of cost management.
• Manage the growth of active customer Account Base to increase client base through leads, and customer-initiated work.
• Provide sales support efficiencies and services in order to ensure retention of clients
• Maintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant product and service targets.
• Monitor and manage the resolution of complaints and ensure the resolution of escalated complaints that lead to improved service delivery.
• Develop and maintain working relationships with a variety of stakeholders that enable the achievement of service delivery.
• Ensure own and team compliance to set governance and compliance procedures and processes and continuously identify and escalate risks.
• 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.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate and needed.
• Continuously assess team performance, provide timely and clear feedback on contracted outputs and provide training where appropriate.
• Ensure appropriate skilling and adequate capacity of frontline team members for the adherence to service standards.

You will be an ideal candidate if you:

• Have minimum qualification of Grade 12
• RE5
• FSCA recognized NQF 4/ 5 recognized covering all product sub cats
• Experience in Commercial Insurance Products such as Group Funeral
• Must have at least 3 years’ experience as a Sales Team Leader plus commercial experience
• Must be able to work under pressure
• Performance track record for achieving targets
• Ability to communicate and engage with High profile clients
• Must have a clear credit record
• Class of Business: Long Term Insurance & Short-Term Insurance: Personal Lines

Experience in our product sub cats, and not working under supervision

• Group Funeral (Tier 1 Simple)
• Group Gap (Tier 1 Complex)
• Key Person (Tier 1 Complex)
• Group primary Health care (Tier 1 Complex)
• Business Credit Protection plan (Tier 2 Simple)

End Date: June 5, 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

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 and farming enterprises 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: May 30, 2026 

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Job Description

• Deliver advice‑led, integrated wealth management experience to high‑income and high‑net‑worth clients. You will be accountable for achieving gross production and sales targets, delivering consistently high‑quality advice aligned to FNB’s investment philosophy, and building strong, long‑term client relationships grounded in trust, expertise, and ethical conduct.

Your responsibilities will include:

• Achieving predetermined sales targets across the business by identifying opportunities in the client's base to advise clients on FirstRand approved investment and risk solutions.
• Informing and educating clients on products and services to ensure retention of existing clients, increasing sales revenue, and expanding the organisation's client base.
• Analysing financial information obtained from clients to develop a financial plan or proposal using the correct tools.
• Formulating proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
• Providing regular client reports against agreed service level agreements.
• Ensuring that the quality of advice remains high and consistent and in line with FNB’s investment philosophy and product approved matrix.
• Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
• Developing networks and building alliances to grow and strengthen internal support bases.

Qualifications and Experience required:

• A relevant FSCA Approved degree in Finance, Investment, Economics, or a related field
• Certified Financial Planner (CFP) designation
• 3–5 years’ experience as a Wealth Manager advising high‑income / high‑net‑worth clients
• Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level is
• A proven record of achieving sales and production targets in an advisory environment
• At this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage

FAIS Licensing (Preferred):

Category 1 (Required):

• Includes exposure across long‑term insurance, retail pension benefits, shares, money market instruments, bonds, collective investment schemes, forex investments, deposits, structured deposits, and hedge fund participatory interests.

Category 2 (Advantageous):

• Exposure to discretionary or managed investment mandates across shares, CIS, bonds, forex, deposits, structured products, and hedge funds.

As a Wealth Manager, you will benefit from:

• A competitive, performance‑linked reward model aligned to an attractive employee value proposition
• Opportunities to collaborate, network, and build meaningful relationships across the FirstRand Group
• A flexible and hybrid working environment that supports balance and sustainability
• A strong focus on employee wellbeing, health, and long‑term resilience
• Continuous learning through access to coaches, mentors, and structured professional development
• An inclusive, collaborative ecosystem that encourages innovation, curiosity, and mastery

End Date: May 31, 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: 

• Achieve embedded value hurdle rates and performance targets.  
• Support the growth of the Business Unit’s assets and contribute to overall financial performance. 
• Monitor, manage, and influence sales activities to ensure predefined sales targets are met.  
• Maximise cross-selling opportunities while strengthening client relationships at the point of sale.  
• Grow the active customer account base through proactive prospecting (“hunting”) to expand the client portfolio.  
• Consistently deliver exceptional service by offering proactive, innovative, and appropriate solutions that exceed customer expectations.  
• Leverage existing client relationships to grow the portfolio through regular engagement and lead generation.  
• Provide accurate and reliable sales reporting through daily cash-ups.  
• Capture all qualified leads in the sales pipeline or customer relationship management (CRM) system and update it daily.  
• Analyse competitor intelligence and actively monitor market trends and key influencers to identify new industry-related business opportunities.  
• Review all transactions daily to ensure new business applications are completed within required turnaround times.  
• Track and manage sales activities to continuously improve personal sales performance.  
• Take ownership of personal development to enhance skills, knowledge, and competencies. 

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.  
• Preferred: Regulatory Examination (RE Level 5) 
• 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 the local market as a brand ambassador. 

End Date: May 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.

Please note that this is a 12 Month Hourly Rate 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

End Date: May 29, 2026

go to method of application »

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.

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: May 26, 2026

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Job Description

• To be the primary relationship holder, with the requirement to develop and maintain enduring relationships.
• To provide product training and field most Independent Financial Advisor queries due to your in-depth understanding of Investments, Insure and other First Rand products.

Are you someone who can:

• Provide product training and field most Independent Financial Advisor queries due to your in-depth understanding of Investments, Insure and other First Rand products.
• Ensure Independent Financial Advisors are kept abreast of latest product and policy enhancements, changes, and offerings.
• Proactively seek sales opportunities.
• Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate service and solutions to the Independent Financial Advisor.
• Assist Independent Financial Advisor’s to expand their value proposition and grow their respective business.
• Render administrative support to the Independent Financial Advisors, which includes but not limited to processing and servicing requests and quotations, for timely turnaround.
• Facilitate interaction between Independent Financial Advisors and Product Specialist on more technical requests.
• Keep up to date with competitor products, services and industry trends

​​​​​​​You will be an ideal candidate if you have:

• Matric
• NQF5 is advantageous.
• RE 5 would be beneficial
• At least 3 to 5 years of Broker Consulting experience within the Independent Financial Advisor and Investments space
• 3 years of experience in Life Assurance
• Relevant Class of Business training.
• Experience in and working with Group Risk, Individual Life and Investment products.
• An affinity for sales, are highly motivated and client centric.
• Have good attention to detail.
• Are curious, innovative and willing to learn.
• Willing to travel locally.

​​​​​​​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
• Analyze complex data sets
• Thrive in a collaborative environment

End Date: May 29, 2026