In 1998 Rand Merchant Bank Holdings and the financial services interests (First National Bank of Southern Africa Limited "FNB"? and Southern Life Limited) of Anglo-American were merged to form FirstRand Limited. FNB became a wholly owned subsidiary of FirstRand and currently trades as a division of FirstRand Bank Limited. FNB provides personal, ...
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Job Description
Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.
- Leads identified converted into successful sales.
- Ensure activities support cost containment and reduction.
- Educate customers on correct eChannels to maximize channel optimisation opportunities identified aligned to customer needs.
- 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.
- Always conduct themselves in an ethical manner.
- Adhere to the TCF (Treating Customer fairly) principles in all that you do.
- Optimize every customer interaction to migrate cash transactions and/or convert customer to eChannels and encourage use of digital and self-service channels.
- Resolve all customer queries efficiently, and within agreed timelines.
- Achievement of Sales and Service client retention by managing the breakdown activities as listed in the Sales and Service Operation requirements.
- 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.
- Demonstrates behaviour in support of the organizational values.
- Takes accountability for own performance, personal and career development.
- Maintain an ability to adapt to ever changing business and customer needs.
- Contribute to the overall effectiveness and success of the team.
- Improve knowledge and competencies by completing role specific training as per eCareers.
Qualifications and Experience
- Relevant completed (NQF 5) qualification, preferred Banking.
- 1 - 3 years - Client Services Support and Delivery.
End Date: December 24, 2025
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Job Description
- To provide advice, support and/or sales through excellent service and solutions delivery and product knowledge to ensure an excellent banking experience for customers
- Act responsibly with work related resources in order to contribute to cost containment
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate
- Assist with profit growth for the business through sales and acquisition of new clients
- Support sales through analysis of client portfolio and pro-active client engagement
- Understand and proactively engage to optimise client in terms of benefits, fees, returns and so forth
- Identify sales opportunities and ensure effective management of the leads pipeline
- Report on transactional and process activities within set guidelines to provide timely information for decision making
- Comply with relevant statutory, legislative, policy and governance requirements
- Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information
- Address customer needs in order to meet or exceed customer expectations
- Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service
- Achieve expected financial targets and uphold associated service levels
End Date: December 24, 2025
go to method of application »
Job Description
- To provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process adhering to policy and process
- Achieve the Net Income Return for the Business as defined in the Financial Performance Report of the Business.
- Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients.
- Convert identified leads into successful sales. Achieve individual targets as set according to appropriate business area or sales plan.
- Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
- Manage existing clients and grow portfolio through making contact and generating leads through the Net Promoter Tool.
- Manage the growth of active customer Account Base to increase client base.
- Maximise cross sell opportunities and strengthen client relationships.
- Track, control and influence sales activities with the specific aim to achieve previously determined sales targets.
- Track, control and influence service activities with the specific aim to achieve previously determined service targets.
- Comply with governance in terms of legislative and audit requirements.
- Track, control and influence service activities with the specific aim to increase service efficiencies.
- Track, control and influence sales activities with the specific aim to increase sales efficiencies.
- Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines.
- Manage the sales diary (daily) by making agreed number of appointments per month and conduct agreed number of sales presentations per month.
- Provide accurate and reliable sales statistics.
- Manage own development to increase own competencies.
Qualifications and Experience
End Date: December 24, 2025
go to method of application »
Are you someone who can:
- To handle inbound and outbound customer interactions—calls, electronic communications, and queries—in alignment with established standard operating procedures, ensuring customer satisfaction and the achievement of business objectives
You will be an ideal candidate if you have:
- Matric (Grade 12)
- Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification or high qualification.
You will have access to:
- Opportunities to network and collaborate.
- A challenging working environment
- Opportunities to innovate.
You will be a match if you can:
- Act responsibly with work related resources to contribute to cost containment.
- 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.
- Innovate to improve customer experience by continuously looking for better and more efficient ways of doing things.
- Be flexible and adapt to changing circumstances.
- Deliberately seek diverse opinions, build on ideas and do not duplicate effort.
- Participate in the innovation process in the business and contribute toward new innovations against objectives.
- Plan and complete activities within area of work to meet set time and quality standards.
- Adhere to schedules to perform assigned work Attend (and facilitate) meetings as and when required.
- Maintain documentation and share information with the team where applicable.
- 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.
- Contribute to client service delivery culture through adherence to approved organisational service delivery principles.
- Resolve customer dissatisfaction/complaints by taking ownership of the problem.
- Deliver exceptional service adhering to relevant SLA agreements and offering appropriate solutions.
- Plan and schedule activities to improve service.
- Respond to customer queries logged via phone, email and live chat to ensure full resolution of the query.
- Follow up with customers to ensure resolution of query by other stakeholders where relevant.
- Place operational outbound calls to customers to request outstanding documentation or to follow up on incomplete queries.
- Assist branch consultants with eBucks queries at a branch level Assist in advising customers on eBucks Shop orders.
- Assess own performance through seeking timely and clear feedback and request training where appropriate.
- Demonstrate teamwork as a valued team player.
End Date: December 23, 2025
go to method of application »
Job Description
- To deliver an exceptional customer experience by understanding and responding to individual needs and aspirations. Provide tailored, value-adding solutions in a fast-paced environment, while consistently adhering to company policies and procedures
- 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.
End Date: December 22, 2025
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.
- Connect with our customers by living up to our brand promise of how we can help you? at all times.
- Converse with our customers in a way they fully understand and provide helpful solutions and products based on their needs.
- Always conduct themselves in an ethical manner.
- Adhere to the TCF (Treating Customer fairly) principles in all that you do.
- Identify and sell/cross sell products aligned to customer needs.
- Maximise channel optimisation opportunities identified aligned to customer needs.
- Ensure activities support cost containment and reduction.
- Optimise every customer interaction to migrate or convert customer to eChannels and or encourage use of digital and self-service channels.
- Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions.
- Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
- Demonstrate behaviour in support of the organisational values.
- Takes accountability for own performance, personal and career development.
- Improve knowledge and competencies by completing training specific for role as per eCareers.
- Contribute to the overall effectiveness and success of the team.
- Maintain an ability to adapt to ever changing business and customer needs.
Qualifications and Experience
- Relevant completed (NQF 5) qualification, preferred Banking.
- 1-3 years - Client Experience and Value Management.
End Date: December 22, 2025
go to method of application »
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 utilise 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 RMB 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 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.
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
End Date: January 10, 2026
go to method of application »
Are you someone who can:
- Build and maintain strong relationships with clients.
- Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.
- Educate customers to the correct Banking platform aligned with their needs.
- Connect with our customers by living up to our brand promise of “how can we help you?” at all times.
- Analyze customer data and recommend tailored solutions.
- Achieve sales results by providing contextual and integrated financial solutions to customers.
- Conduct yourself in an ethical manner.
- Takes accountability for own performance, personal and career development.
- Show empathy with customers.
- Stay updated on industry trends and product knowledge.
You will be an ideal candidate if you possess the following:
- NQF4 qualification or higher
- 1-2 years’ experience in Client Services Support and delivery
End Date: December 22, 2025
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.
- Connect with our customers by living up to our brand promise of how we can help you? at all times.
- Converse with our customers in a way they fully understand and provide helpful solutions and products based on their needs.
- Always conduct themselves in an ethical manner.
- Adhere to the TCF (Treating Customer fairly) principles in all that you do.
- Identify and sell/cross sell products aligned to customer needs.
- Maximise channel optimisation opportunities identified aligned to customer needs.
- Ensure activities support cost containment and reduction.
- Optimise every customer interaction to migrate or convert customer to eChannels and or encourage use of digital and self-service channels.
- Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions.
- Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
- Demonstrate behaviour in support of the organisational values.
- Takes accountability for own performance, personal and career development.
- Improve knowledge and competencies by completing training specific for role as per eCareers.
- Contribute to the overall effectiveness and success of the team.
- Maintain an ability to adapt to ever changing business and customer needs.
End Date: December 22, 2025
go to method of application »
Job Description
- Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.
- Leads identified converted into successful sales.
- Ensure activities support cost containment and reduction.
- Educate customers on correct eChannels to maximize channel optimisation opportunities identified aligned to customer needs.
- 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.
- Always conduct themselves in an ethical manner.
- Adhere to the TCF (Treating Customer fairly) principles in all that you do.
- Optimize every customer interaction to migrate cash transactions and/or convert customer to eChannels and encourage use of digital and self-service channels.
- Resolve all customer queries efficiently, and within agreed timelines.
- Achievement of Sales and Service client retention by managing the breakdown activities as listed in the Sales and Service Operation requirements.
- 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.
- Demonstrates behaviour in support of the organizational values.
- Takes accountability for own performance, personal and career development.
- Maintain an ability to adapt to ever changing business and customer needs.
- Contribute to the overall effectiveness and success of the team.
- Improve knowledge and competencies by completing role specific training as per eCareers.
Requirement:
- A completed financial related qualification (NQF5 or higher)
End Date: December 22, 2025
go to method of application »
Job Description
- To provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process adhering to policy and process
- Achieve the Net Income Return for the Business as defined in the Financial Performance Report of the Business.
- Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients.
- Convert identified leads into successful sales. Achieve individual targets as set according to appropriate business area or sales plan.
- Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
- Manage existing clients and grow portfolio through making contact and generating leads through the Net Promoter Tool.
- Manage the growth of active customer Account Base to increase client base.
- Maximise cross sell opportunities and strengthen client relationships.
- Track, control and influence sales activities with the specific aim to achieve previously determined sales targets.
- Track, control and influence service activities with the specific aim to achieve previously determined service targets.
- Comply with governance in terms of legislative and audit requirements.
- Track, control and influence service activities with the specific aim to increase service efficiencies.
- Track, control and influence sales activities with the specific aim to increase sales efficiencies.
- Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines.
- Manage the sales diary (daily) by making agreed number of appointments per month and conduct agreed number of sales presentations per month.
- Provide accurate and reliable sales statistics.
- Manage own development to increase own competencies.
Qualifications and Experience
- Relevant completed (NQF 5) Qualification - preferred Banking
- 1 - 3 years - Client Experience and Value Management
End Date: December 24, 2025
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 experience
End Date: December 29, 2025
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.
- Connect with our customers by living up to our brand promise of how we can help you? at all times.
- Converse with our customers in a way they fully understand and provide helpful solutions and products based on their needs.
- Always conduct themselves in an ethical manner.
- Adhere to the TCF (Treating Customer fairly) principles in all that you do.
- Identify and sell/cross sell products aligned to customer needs.
- Maximise channel optimisation opportunities identified aligned to customer needs.
- Ensure activities support cost containment and reduction.
- Optimise every customer interaction to migrate or convert customer to eChannels and or encourage use of digital and self-service channels.
- Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions.
- Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
- Demonstrate behaviour in support of the organisational values.
- Takes accountability for own performance, personal and career development.
- Improve knowledge and competencies by completing training specific for role as per eCareers.
- Contribute to the overall effectiveness and success of the team.
- Maintain an ability to adapt to ever changing business and customer needs.
Qualification and Experience
- Relevant completed (NQF 5) qualification - preferred Banking
- 1-3 years - Client Experience and Value Management
End Date: December 20, 2025
go to method of application »
Job Description
- To deliver an exceptional customer experience by understanding and responding to individual needs and aspirations. Provide tailored, value-adding solutions in a fast-paced environment, while consistently adhering to company policies and procedures
- 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.
Qualifications and Experience
- Relevant completed (NQF 5) qualification, preferred Banking.
- 1 - 3 years Direct Sales.
End Date: December 25, 2025
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.
- Connect with our customers by living up to our brand promise of how we can help you? at all times.
- Converse with our customers in a way they fully understand and provide helpful solutions and products based on their needs.
- Always conduct themselves in an ethical manner.
- Adhere to the TCF (Treating Customer fairly) principles in all that you do.
- Identify and sell/cross sell products aligned to customer needs.
- Maximise channel optimisation opportunities identified aligned to customer needs.
- Ensure activities support cost containment and reduction.
- Optimise every customer interaction to migrate or convert customer to eChannels and or encourage use of digital and self-service channels.
- Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions.
- Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
- Demonstrate behaviour in support of the organisational values.
- Takes accountability for own performance, personal and career development.
- Improve knowledge and competencies by completing training specific for role as per eCareers.
- Contribute to the overall effectiveness and success of the team.
- Maintain an ability to adapt to ever changing business and customer needs.
Qualification and Experience:
- Relevant completed (NQF 5) Qualification - preferred Banking
- 1-3 years - Client Experience and Value Management
End Date: December 22, 2025
Method of Application
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