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
- To analyse, document, and maintain business requirements for products, processes, procedures, and systems. This includes gathering and verifying requirements with stakeholders and translating them into comprehensive requirement packages to guide application development.
- The job supports defining business needs for new or enhanced products, services, and optimised processes, ensuring alignment with strategic objectives and enabling effective, value-driven solutions.
Are you someone who has experience in:
- To review, evaluate and analyse user needs to document system requirements and create system specifications that drive system development and implementation of overall business objectives
- Using business analysis tools and techniques
- Participating in all phases of the system development life cycle
- A digital banking environment
- Requirements gathering and stakeholder management
- Engaging in new-to-build projects and enhancements
- Document and project management tools effectively (JIRA, Confluence)
- Out-of-the box thinking for creative problem solving and analysis
- Dynamic and collaborative approaches to develop value-adding solutions
Key Responsibilities:
- Assess, analyse and optimise end-to end business processes to improve business efficiencies, customer/employee experience and remove inefficient processes to meet new requirements.
- Facilitate and coordinate the end-to-end implementation of prioritised and approved projects.
- Analyse business processes and workflows to identify improvement or automation opportunities and facilitate implementation.
- Develop, encourage and nurture collaborative relationships within business and/or across the FRG.
- Assess own performance through seeking timely and clear feedback and request training where appropriate.
- Develop new insights into situations and apply innovative solutions to make organisational improvements.
- Ensure compliance to legislative and audit requirements and adherence to relevant processes.
- Compile reports that track progress and guide business to make informed decisions relating to building technical equipment.
- Focus on providing optimal services and improving service delivery processes to meet or exceed customer expectations.
- Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation.
You will have access to:
- Opportunities to network and collaborate.
- Challenging Work.
- Opportunities to innovate.
You'll be an ideal candidate if you:
- Diploma/degree in IT or related field of study
- 3+ years related experience
End Date: February 11, 2026
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Are you someone who can:
- Take ownership of the Private Core Banking growth strategy to exceed Active Base Targets by driving “More to Customers”, “More Customers” and “Cost Efficient” strategies,
- Collaborate closely with relevant business units (incl. Segment, Channel) and product houses to identify growth opportunities,
- Execute in collaboration with the product, segment, analytics, campaign, and marketing teams tactical plans (incl. initiatives, up-sell/cross sell opportunities, campaigns) for growth in sales (Upgrades, Migrations, Main Banked, New to Bank) from channels,
- Drive the development and implementation of focused initiatives to support important growth outcomes for Private segment including growth in digital, - hyper segments, - families, - main banked customers,
- Secure buy-in from channel and segment leadership and introduce, track and influence performance measures to achieve growth objectives in channels,
- Develop close working relationships with relevant stakeholders to leverage their reach to upgrade and acquire new to segment customers,
- Ensure channels are supported and equipped to delivery on specific growth commitments and compliance requirements are met and adhered to,
- Ensure timeous, clear contracting and assessment of performance expectations with channels,
- Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing trends from data, and
- Collect and interrogate information and feedback to ensure full understanding of customer growth performance and customer needs
You will be an ideal candidate if you:
- Have a B. Degree qualification
- Have 5-8 years’ experience in a similar role or a channel -; product -; segment manager role
- Have experience in managing multiple workstreams concurrently
- Have a proven track record of managing and delivering initiatives from inception to completion
- Operational Sales and Project management experience
- Transactional Banking experience will be advantageous
- We will also consider candidates with experience in Credit Products/Sales and/or Digital Sales
End Date: February 10, 2026
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Are you someone who has experience in:
- Performing technological duties associated with cloud computing, including development, planning, management, maintenance and support
- AWS cloud experience is none negotiable
- Experience in development on Google is advantageous
- Building new infrastructure on AWS and Azure
- Attending to requests and incidents on the environment
- Working closely with architects in the team
Key Responsibilities:
- Information Technology Functional Expertise, Knowledge and Skills
- Creates solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards
- Prevent wastage and identify process improvements to contain and reduce costs
- Compile reports that track progress and guide business to make informed decisions
- Manages risks in own area of responsibility
- Ensure development and continuous value add improvement to operational processes
- Display and encourage an appreciation of teamwork and inclusivity
- Participate in planned activities that are appropriate for own development
- Plan for value-added process improvements, initiatives and services to deliver on operational strategy and objectives and review outputs
- System Engineer Efficiencies and Research
- Cloud Engineer Technical Support
- Cost Efficient Cloud Solutions
We can be a match if you are:
- Able to work independent
- Self-starter and able to run with tasks on their own
- Have over 5 years' experience in similar role
- Certification in AWS, Google or cloud certifications is a must
- The ideal candidate must have extensive experience in DevOps, Technical Support and Technical advise
- This role will require someone to work stand-bye and overtime
End Date: February 11, 2026
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Are you someone who can:
- Proactively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, 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.
- Build sound relationships based on trust and openness.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through ensure effective management of the leads pipeline.
- Consistently produce high-quality outputs within agreed deadlines.
You will be an ideal candidate if you:
- Minimum Qualification - Relevant Bachelor’s Degree NQF7 level in Finance, Investment or Accounting
- Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.
- A person must not be an unrehabilitated insolvent.
End Date: February 12, 2026
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Job Description
- To design, maintain, and enhance technical test scripts that support automated testing processes, ensuring system stability and preventing defects in the live environment.
- This includes debugging test results and refining scripts to improve accuracy and reliability.
- Increase operational efficiency and suggest solutions to enhance cost effectiveness through the development of technical test scripts
- Deliver exceptional service that exceeds customers’ expectations through proactive, innovative and appropriate solutions by resolving queries fast and effectively
- Create and update automated scripts to run automated regression testing, debug results. Maintain existing scripts and up to date test packs
- Comply, understand and meet governance in terms of legislative, audit risk and process requirements for the Test Analysis Environment
- Ensure Quality Assurance processes are executed during technical testing by the team
- Ensure all Technical Performance Testing is loaded and recorded to prevent re-occurrence or errors in programmes
- Analyse and execute logged defects and follow up on defects that are not yet fixed.
- Provision of an efficient service for the test analysis function through careful and timeous analysis, planning, execution, reporting and updating of all related information.
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate and needed.
End Date: February 7, 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.
Are You Someone Who Can;
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through.
- Ensure effective management of the leads pipeline.
- Develop, encourage and nurture collaborative relationships across the FRG.
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
- Contribute to innovation by finding faster and more accurate ways of working.
- Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
- Develop and manage key stakeholder relationships that enable achievement of operational objectives.
- Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
- Act responsibly with work related resources in order to contribute to cost containment.
- 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 specialisation.
- Provide sound services and recommendations based on customer and client needs, current information and trends.
- Achieve expected financial targets and uphold associated service levels.
You Will Be an Ideal Candidate If You
- Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or Accounting
- Experience - 2 to 3 years’ experience within a Sales/Service area of a financial environment.
- A person must not be unrehabilitated insolvent.
End Date: June 30, 2026
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Job Description
- To ensure that the correct number of people are scheduled at the right time to achieve and maintain a desired service level
- To drive the various operational and tactical objectives of efficiently meeting the customer service demands and improving cost effectiveness within the greater customer contact centre environment.
- Manage costs / expenses within approved budget to achieve cost efficiencies
- Deliver exceptional service that exceeds customers’ expectations through proactive, innovative and appropriate solutions
- Produce and allocate efficient schedules for agents and maximize agent utilization throughout the Contact Centre
- Drive the various operational and tactical objectives of efficiently meeting the customer service demands and improving cost effectiveness within the greater customer contact centre environment.
- 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
- Ensure that the correct number of people are scheduled at the right time to achieve and maintain a desired service level in the Customer Contract Centre through efficient planning and coordinating breaks, training, and meetings, call quality monitoring, coaching sessions and leave ensuring sufficient coverage is maintained across the contact centre and service levels are met
- Proactively implement changes which will positively impact service level achievement and develop staffing solutions and optimise shifts to improve scheduling efficiency and customer growth
- Provide root cause analysis for service levels not being met (daily, weekly and Monthly)
- 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
- Educate Team Leaders in the correct use of Workforce Management System and ensure that relevant procedures are followed
You will be an ideal candidate if you possess:
- Qualification - NQF5
- Experience - 1 to 3 years of working experience
- System Knowledge: PowerBI, Excel, Any WFM system (preferably Verint)
End Date: February 12, 2026
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Job Description
- To analyse and interpret business requirements, translating them into detailed and actionable system design specifications. This job ensures the development and delivery of innovative, scalable, and efficient technology solutions that address complex business challenges, enhance operational performance, and support strategic objectives.
Are you someone who can:
- Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
- Ensure system, process and efficiency improvements (including innovations)
- Analyse system technical requirement
- Conduct a system requirement risk assessment
- Define, develop and document how business systems interface functionally
- Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
- Control expenditure and identify process improvements to contain and reduce costs
- Develop, encourage and nurture collaborative relationships across area of specialisation
- Display and encourage an appreciation of teamwork and inclusivity
- Participate in planned activities that are appropriate for own development
- Ensure development and continuous value add improvement to operational processes
- Compile reports that track progress and guide business to make informed decisions
- Manages risks in own area of responsibility
- Creates solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards
You will be an ideal candidate if you:
- Have a BCom, B.Eng., BSc Eng., BSc Informatics, or related degree
- Minimum 3 years System Analysis experience
- Have experience with API design & Database design
- Can write technical requirements
- Extensive experience engaging with third parties, creating specifications, logging projects and work requests
- Advance knowledge of the full SDLC
- Have programming experience (advantageous)
End Date: February 11, 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
You will be an ideal candidate if you have:
- Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification or high qualification.
- 1 to 3 years' experience in Direct Sales
End Date: February 7, 2026
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Are you someone who can:
- Technically architect and design and have implementation experience with large scale system developments
- Understand and can design Software pipelines
- Create critical success factors for the accurate implementation of an architecture
- Understand system specification
- Have a proven track record of carrying out appropriate technology architectures
- Set architectural standards for Applications
- Help drive projects, being involved from the inception / conceptual design phase
- Build sound relationships with a broader team and variety of stakeholders, and be able to communicate effectively with all parties
- Engineer and leverage processes and technologies to meet business needs
- Produce consistently high-quality outputs within agreed deadlines
You will be an ideal candidate if you:
- Have a degree in computer science, information systems, software engineering or BEng.
- Are strong in the following technologies: .NET, Java, MS SQL, Angular, Javascript, DevOPs
- Have experience in Camunda (Beneficial)
- Have a TOGAF certification
- Have 2+ years of experience in Systems architecture, or 5+ years in Software Engineering
- Have good communication skills. Previous experience in presenting solutions to stakeholders and forums would be an added benefit.
- Have a strong drive to pay attention to detail
- Have solution definition and problem-solving skills
- Are familiar with computer networks and IT security management
- Have a good understanding of business processes
- Have strong organizational skills
- Have strong understanding of analytical skills and techniques
- Have good knowledge of modern software engineering principles and best practices
End Date: February 10, 2026
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Job Description
- To provide IT expertise and advice in the design, creation, testing and documentation of new and enhanced applications and systems in accordance with agreed framework of programming standards.
- To produce logical and technical specifications from functional specifications and to write the code for medium to large applications.
- Increase operational efficiency and suggest solutions to enhance cost effectiveness.
- Deliver exceptional service that exceeds customers’ expectations through proactive, innovative and appropriate solutions by resolving queries fast end effectively.
- 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 and being able to present and sell concepts to clients.
- Produce program specifications and implement system enhancements by addressing specific business needs and resolving queries.
- Code, compile, test and implement applications in compliance with the Systems Development Life Cycle (SDLC). Support development environments. Responsible for coding standards and peer reviews.
- Comply, understand and implement all steps within IT development and meet governance in terms of legislative and audit requirements during programming execution.
- Assess, identify and mitigate potential risks within the IT programming environment by complying with technology business policy and process requirements (SDLC and change / release management process definition) to ensure operational performance.
- Produce technical specifications and architecture that is in accordance to agreed standards. Design, code, test and debug to obtain a robust solution with supporting documentation.
- Minimise system downtime through pro-active identification of potential issues and ensure minimisation of recurring problems by managing defects and performing code reviews.
- Monitor systems post change and pro-actively do performance analysis to ensure there is no system failure due to capacity.
- Maintain maximum system availability by ensuring that incidents are recorded for future reference and adequate root cause analysis is done to eliminate the risk of a recurrence.
- Manage own development to increase own competencies and develop technical and business skills.
- Proactively engage with business units and colleagues to understand underlying needs and opportunities and identify Information Technology (IT) innovative solutions in a timely manner.
- Supervises the work of other developers. Provides technical assistance to fellow developers and other Information Technology (IT) team members.
Technical Requirements
- 8+ years of RPG ILE development experience
Essential
Strong experience with:
- RPG ILE on IBM I – mandatory
- Free-format RPG
- ILE modules and service programs (binding directories, procedures, prototypes)
- DB2 for i (embedded SQL, queries, and performance awareness)
- Working with established, production codebases
Advantageous
Experience with:
- APIs and web services
- Visual Studio Code with Code for IBM i
- SOAPUI
- Git or other modern source control systems
- Unit testing frameworks for IBM
End Date: February 7, 2026
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Job Description
- To apply financial, capital consumption and scenario analysis models, analyse results to contribute to insights that inform Capital allocation decisions, assist in monitoring allocated business area financial performance and adherence to Internal Capital Adequacy Allocation Process (ICAAP) requirements
Are you someone who can:
- Assist in development of financial models, capital consumption models and scenario analysis models to drive segment performance
- Assist in the preparation of financial reporting (Use financial statements to prepare set monthly KPI reports to assist in the optimisation of capital allocation)
- Report on Capital consumption to inform Capital allocation decisioning
- Analyse data through time to highlight portfolio sensitivities for submission to FRM Committee
- Contribute to innovation by finding faster and more accurate ways of working.
- Innovate to improve customer experience by continuously looking for better and more efficient ways of doing things
Qualifications and Experience
- Qualification CA (SA) or equivalent or B.Sc Actuarial/Statistics/Financial Maths Preferred Qualification Professional Registrations
- Experience 3-5 years in a quantitative or similar environment
Knowledge:
- Basic understanding of Stress Testing of Balance Sheet and Income Statement
- Basic knowledge of Capital construct Financial modelling (capital and portfolio modelling) Proficient in SAS, SQL, Microsoft Office, with Excel modelling
End Date: February 10, 2026
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Overview of the role and requirements:
- To drive business change that delivers value through the structured implementation and delivery of projects against time, resource, money and scope constraints
- A technology background will be advantageous
- A PMP would be advantageous
- An understanding of infrastructure security services, data centres will be an advantage
You will be responsible for:
- Manage the project resources (including people, procurement, systems, time and budget) from the initiation of an identified project to the end of the defined project lifecycle or process in order to deliver on project goals and objectives
- Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialization
- Maintain and build relationships for purposes of expectation management and project reporting
- Focus on providing optimal services and improving service delivery processes to meet or exceed customer expectations
- Lead indirect teams by providing a meaningful context, setting performance standards and educating on process
- Manage the quality of delivery in line with predefined quality standards, procedures, SLA’s and project plans to ensure customer goal achievement
- Implement and use governance and compliance procedures and processes effectively to identify and manage risks
- Contribute to the development of project budgets, control and report on budgeted resources to meet the project objectives
- Assist with the creation of change management plans and implement these to maximise the adoption and/or usage and minimise resistance
- Compile and maintain relevant project documentation in accordance with agreed project procedures and methodologies to effectively support project delivery as well as comply with audit requirements
What you will need:
- 3-5 years' experience in a similar role
- A project management diploma or CAPM accreditation
- JIRA experience
End Date: February 12, 2026
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Are you someone who can:
- Collaborate with cross-functional teams to design, develop, and launch new insurance products or enhancements to existing offerings.
- Facilitate the transformation of insights and ideas into practical solutions, driving continuous improvement across products and services.
- Efficiently manage product development projects, including careful planning, progress reporting, and updating stakeholders throughout the process.
- Initiate and oversee market research, data mining, and quantitative analysis to identify trends, opportunities, and ensure sustainable growth.
- Establish robust business procedures to minimize operational risk and ensure high-quality delivery, including addressing and resolving audit findings.
- Develop and refine product strategies that support overall business objectives and respond to evolving market dynamics.
- Monitor and manage product targets, budgets, and costs, driving operational efficiency and profitability.
- Cultivate and maintain strong relationships with stakeholders, including underwriting, claims, sales, and customer service teams.
- Deliver comprehensive product training and technical support to internal stakeholders, enabling effective product adoption and client engagement.
- Maintain expert knowledge of relevant legislation, industry practices, and compliance requirements to ensure our products remain competitive and compliant.
- Champion the delivery of exceptional client experiences, consistently seeking ways to exceed expectations.
You will be an ideal candidate if you have:
- Engineering, Statistics, or Mathematics qualification.
- Proven experience in product management, preferably within insurance or financial services.
- Strong analytical, planning, and project management skills.
- Demonstrated ability to work collaboratively with diverse teams and stakeholders.
- Excellent communication and presentation skills.
- Passion for creating impactful solutions and driving positive change.
- 5 years of experience in a relevant industry or role
End Date: February 13, 2026
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Are you someone who can:
- Give Litigation support on Legal Insurance matters
- Provide legal advice and guidance to clients
- Drafting of legal documentation and reviewing of legal documents and contracts
- Provide subject matter expertise and manage the legal risk for clients and business
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
- Prevent wastage, and on an ongoing basis identify process improvements to contain and reduce costs
- 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
You will be an ideal candidate if you:
- Are an Admitted Attorney
- Have at least 2 years of experience after completed Articles
- Have an LLB Degree
- Are a self-starter and can self-manage
- Have effective time management skills
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate
- Can work independently within a call centre environment
End Date: February 13, 2026
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Job Purpose:
- To establish, lead, and manage a financial advice call centre that delivers high-quality, compliant financial advisory services to clients. The role requires a strategic leader with deep knowledge of the FAIS Act and proven experience in call centre operations and financial services
Are you someone who can:
- Develop a sales & service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service
- Track control and influence sales activities with the specific aim to achieve determined sales targets for FNB Insure and Invest
- Increase cost efficiency
- Manage internal clients and grow portfolio through making contact and generating leads
- Maximize cross sell opportunities and strengthen client relationships
- Translate strategies into actionable goals and execute relevant projects / Initiatives aligned to strategic objectives with specific performance measures and control systems to track progress
- Comply with governance in terms of legislative and audit requirements
- Plan and execute campaigns successfully on schedule, set standards and benchmarks for ensuring successful campaign execution
- Maintain operational accountability for all campaign execution
- Consistently enhance own competence through knowledge development in subject matter and associated industry
Key Responsibilities:
Call Centre Setup & Strategy
- Design, implement and lead the operational framework for a financial advice call centre.
- Develop business plans, staffing models, and identify technology infrastructure to support inbound and outbound advisory services.
- Ensure the call centre is fully compliant with FAIS Act regulations and FSCA guidelines.
Leadership & Management
- Recruit, train, and supervise a team of financial advisors
- Coach and mentor team of financial advisors to handle complex customer queries and maintain high service standards.
- Foster a culture of compliance, performance excellence, and client-centricity.
- Set and monitor KPIs including appointments, quotes, sales call quality, conversion rates, client satisfaction, and compliance metrics.
Financial Advice Delivery
- Ensure all financial advisors are qualified and meet FAIS Fit and Proper requirements.
- Oversee the provision of financial advice in line with FAIS Act standards, including honesty, integrity, competency, and operational ability.
- Monitor and coach advisors to maintain high standards of advice and ethical conduct.
Compliance & Risk Management
- Act as the FAIS Key Individual for the call centre, ensuring regulatory exams (RE1 and RE5) are passed and maintained.
- Implement governance, risk, and compliance frameworks to manage exposure and ensure legal adherence.
- Liaise with internal compliance officers and external regulators as needed.
Client Experience & Service Delivery
- Drive initiatives to improve client engagement, retention, and satisfaction.
- Resolve escalated client queries and complaints efficiently and professionally.
- Ensure accurate record-keeping and reporting in line with FAIS and POPIA requirements.
You will be an ideal candidate if you have:
- Minimum: NQF Level 5 / 3 yr degree
- Preferred: Degree in Financial Planning, Commerce, or Business Management
- Regulatory: FAIS-recognized qualification,
- RE1 and RE5 passed
Experience:
- 10 years’ experience providing advice on underwritten life insurance and investment products, with a proven ability to deliver compliant and client-centric financial advice.
- Minimum 5 years in call centre management within financial services
- Proven experience in launching or scaling a contact centre is highly advantageous
Skills & Competencies:
- Strong leadership and people management skills
- Deep understanding of FAIS Act and financial services regulation
- Excellent communication and coaching abilities
- Analytical mindset with ability to interpret performance data
- Proficiency in CRM and call centre technologies
Compliance Note:
All candidates must meet the Fit and Proper Requirements as defined by the FAIS Act including:
- Honesty and integrity
- Competency (qualifications, experience, and continuous professional development)
- Operational ability
- Financial soundness
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: February 13, 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: February 13, 2026
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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.
Qualification and Experience:
- Relevant completed (NQF 5) Qualification - preferred Banking
- 1-3 years - Client Services Support and Delivery
End Date: February 9, 2026
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Job Description
- To provide efficient and effective administration support to financial advisors ensuring more customers and more to customers, whilst mitigating risk by ensuring segregation of duties.
Job Responsibilities:
- Identify and escalates potential risks that may lead to increased costs.
- Prevent wastage and identify process improvements to contain and reduce costs.
- Provide operational support related to activities and initiatives that contribute to the overall growth and profitability of an area of work.
- Conduct follows ups with service providers and ensures close out of relevant actions.
- Ensure first time resolution of customer queries or complaints.
- Take ownership of any requirements and follow up on queries escalated to other areas to ensure delivery on agreed timelines and Service Level Agreements.
- Build on product knowledge and customer service based on feedback and guidance from relevant stakeholders.
- Produce high quality work by adhering to predefined standards and procedures and in accordance with compliance and governance standards.
- Complete relevant administration, reporting and updating of information accurately and on time.
- Execute own work in accordance with the organizational values and code of ethics.
- Adhere to required governance and compliance standards and escalate potential risks for investigation as and when required.
Additional Requirements:
- Advisory Industry knowledge
- Ability to support a Financial Advisor
- Experience working in an Advisory environment
- Ability to resolve customer queries and complaints
- Ensure quality and accuracy of outputs
- NQF 6 in financial management or financial qualification
- 3+ min experience in a Financial Advisory support role or Financial Administration role
You will have access to:
- Opportunities to network and collaborate
- A challenging working environment
- Opportunities to innovate
We can be a match if you are:
- Adaptable and curious
- Sales driven
- Thrive in a collaborative environment
- Client-centric
End Date: February 10, 2026
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Overview of the role and requirements:
- To direct and coordinate projects by applying governance structures, methodologies, reporting dashboards and relevant project management applications to ensure project objectives are met.
- To manage resources throughout the different project lifecycle stages and manage project prioritisation on departmental and divisional level.
- JIRA knowledge none negotiable
- A technology background will be advantageous
- Experience with SDLC and BDLC
- The successful candidate must be able to manage multiple projects at a time
You will be responsible for:
- Initiate and manage the planning process, clearly defining the project's scope, goals, and objectives.
- Develop detailed plans outlining tasks, resources, timelines, and deliverables, creating a solid foundation for project execution.
- Manage project resources (including people, procurement, systems, time and budget) from the initiation of an identified project to the end of the defined project lifecycle or process in order to deliver on project goals and objectives.
- Ensure projects are delivered on time and within budget and scope, by producing project plans, manage, drive, and facilitate the delivery through various work streams and the work stream leaders of the project.
- Maintain and build relationships for purposes of expectation management and project reporting
- Focus on providing optimal services and improving service delivery processes to meet or exceed customer expectations
- Lead indirect teams by providing a meaningful context, influencing performance standards and educating on processes.
- Implement and use governance and compliance procedures and processes effectively to identify and manage risks.
- Participate in the planning, designing, development and maintenance of project deliverables for specification compliance and make recommendations plus reviews and/or inspect work for quality, accuracy, and completeness.
- Comply with governance in terms of legislative and audit requirements.
- Contribute to the development of project budgets, control and report on budgeted resources to meet the project objectives.
- Assist with the creation of change management plans and implement these to maximise the adoption and/or usage and minimise resistance.
- Compile and maintain relevant project documentation in accordance with agreed project procedures and methodologies to effectively support project delivery as well as comply with audit requirements
- Compile reports that track progress and guide business to make informed decisions.
- Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.
What you will need:
- Over 3 years experience in similar role
- Project Management Diploma or Certification
- JIRA experience
We can be a match if you can:
- Strong communication and interpersonal skills.
- Able to work under pressure
- Good stakeholder engagement
- Ability to work in an ambiguous environment
End Date: February 12, 2026
Method of Application
Use the link(s) below to apply on company website.
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