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  • Posted: May 15, 2023
    Deadline: Not specified
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  • 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

     

    Support Banker

    Purpose

    • To provide advice, support and/or sales through excellent service and solutions delivery and product knowledge to ensure an excellent banking experience for customers.

    Experience and Qualifications

    • Minimum Qualification - Relevant Degree in Finance or Economics or Accounting
    • Experience - 0 to 1 years experience

    Responsibilities

    • Act responsibly with work related resources in order to contribute to cost containment
    • Continuously assess own performance, seek timely and clear feedback and request training where appropriate
    • Assist with profit growth for the business through sales and acquisition of new clients
    • Support sales through analysis of client portfolio and pro-active client engagement
    • Understand and proactively engage to optimise client in terms of benefits, fees, returns and so forth
    • Identify sales opportunities and ensure effective management of the leads pipeline
    • Report on transactional and process activities within set guidelines to provide timely information for decision making
    • Comply with relevant statutory, legislative, policy and governance requirements
    • Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information
    • Address customer needs in order to meet or exceed customer expectations
    • Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base
    • Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service
    • Achieve expected financial targets and uphold associated service levels

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    External Sales and Service Consultant OBR D

    Purpose

    • To apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships

    Experience and Qualifications

    • Minimum Qualification : Grade 12
    • Preferred Qualification:   Relevant NQF 5
    • Experience: Minimum 2 years sales experience in a financial services environment.
    • Person must not be an unrehabilitated insolvent

    Responsibilities

    • Achievement of targets for business
    • Understand, read and anticipate the market and clients needs to design and deliver innovative, customivsed 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 ensure 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

    go to method of application »

    Digital Enabler

    Purpose

    To determine customer needs and direct and assist customers on the appropriate assisted, self-service or online banking options to ensure an exceptional customer experience and increase utilisation of self-service and online platform based banking options  

    Experience and Qualifications

    • Minimum Qualification - Grade 12
    • Preferred Qualification - Relevant NQF Level 5 
    • Experience - 1 to 3 years’ experience in a sales and customer interaction role preferably within a financial services industry   
    • Additional Knowledge - Technical knowledge in the usage of devices (laptops, smart phones, tablets)
    • Person must not be an unrehabilitated insolvent

    Responsibilities

    • Greet customers to determine customer needs and direct them to appropriate online channels or other service options and educate on usage to satisfy need and enhance the customer experience
    • Demonstrate teamwork as a valued team player
    • Assess own performance through seeking timely and clear feedback and request training where appropriate
    • Comply with relevant statutory, legislative, policy and governance requirements and adhere to processes and procedures related to area of specialisation
    • Address customer needs in order to meet or exceed customer expectations
    • Build and maintain stakeholder relationships
    • Contribute to a culture of service excellence that builds positive relationships and provides opportunity for feedback and exceptional service
    • Act responsibly with work related resources to contribute to cost containment
    • Maintain Self Service Devices to ensure optimal availability to customers
    • Provide customers with the most recent self-service devices offerings and pricing structures while identifying potential sales leads for the sales team 

    Method of Application

    Use the link(s) below to apply on company website.

     

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