Trending Positions at FNB South Africa

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.
• Act responsibly with work related resources in order to contribute to cost containment.
• Achieve expected financial targets and uphold associated service levels.
• Deliver exceptional and high-quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
• Provide sound services and recommendations based on customer and client needs, current information and trends.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
• Compile reports that track progress and guide business to make informed decisions.
• Ensure effective management of the leads pipeline.
• Support sales through analysis of client portfolio and pro-active client engagement.
• Contribute to innovation by finding faster and more accurate ways of working.
• Assist with profit growth for the business through sales and acquisition of new clients.
• Understand and market all financial services solutions within the relevant business offering.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
• Develop, encourage and nurture collaborative relationships across the FRG.

End Date: March 7, 2026 

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Job Description

• To ensure that the administration of a deceased estate is completed efficiently, professionally and profitably, to meet financial and revenue targets using the Administration of Estates Act 66 of 1965 and other applicable legislation

Are you someone who can 

• Independently manage end to end Deceased Estates Administration in terms of the administration of estates act 
• Manage escalations 
• Analytical thinker and ability to utilise legal background/knowledge to 
• problem solve complexities that arise in estate administration 
• Understanding and a working knowledge of Business entities, Estate Duty, 
• Capital gains and Income tax relating to deceased estates 
• Excellent customer communications skills. 
• Ability and understanding of risk and compliance features within financial  (fiduciary) industry 

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

• A minimum of an Estates Diploma qualification
• Minimum of 3 years’ experience administering deceased estates
• within a Fiduciary environment 

End Date: March 10, 2026

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• As an IT Customer Relationship Manager, you will be in a team where experts come together and ignite effective change. We call these #changeables our nav-igators – people who want to use tech to help others nav-igate their lives and business.
• As nav-igators, we are made up of unique talents, diverse minds, adaptability and live up to the promise of staying curious

Role Purpose

• Manage the relationship with customers to ensure operational efficiency.

Responsibilities

• Act as a liaison between IT and various business units to ensure IT strategies align with business goals.
• Understand business objectives and translate them into IT requirements and solutions
• Build and maintain strong relationships with key stakeholders and business leaders.
• Facilitate communication between IT and business units to ensure mutual understanding and collaboration
• Oversee the delivery of IT services to ensure they meet business needs and performance expectations.
• Monitor and manage service levels, addressing any issues or discrepancies.
• Collaborate with business units to gather and document requirements for new IT projects or changes to existing services.
• Translate business needs into technical requirements for IT teams.
• Work with project managers to ensure IT projects are delivered on time, within scope, and aligned with business objectives.
• Support project planning, resource allocation, and risk management.
• Guide and support business units through changes in IT services or systems.
• Ensure that changes are effectively communicated and that users are adequately trained.
• Track and analyze the performance of IT services and solutions.
• Use metrics and feedback to identify areas for improvement and drive continuous improvement initiative
• Act as a point of escalation for issues related to IT services or projects.
• Coordinate with IT teams to resolve issues and ensure minimal impact on business operations.
• Identify opportunities for leveraging IT to enhance business processes and drive innovation.
• Stay updated on industry trends and emerging technologies that could benefit the organization
• Implement and maintain ITIL (Information Technology Infrastructure Library) best practices
• Work closely with other IT teams to ensure that issues are resolved quickly and efficiently.
• Analyze trend reporting (Service Level Reports) and ensure deviations from "agreed" service levels are addressed and necessary feedback provided to clients.
• Compiling of reports & management information, including presenting to senior stakeholders.
• Play a prominent communication role in Problem and Change Management to avoid disruption of service to clients.

​​​​​​​Education and Experience

• Grade 12
• Degree equivalent to NQF Level 7 in the relevant field
• 5+ Years of experience (IT Customer Relationship Manager)
• Certifications: ITIL Foundation or advanced certification (e.g., ITIL Service Manager) is preferred
• Advanced experience of Microsoft Suits and SQL,
• Communication: Excellent communication and presentation skills, with the ability to explain complex technical issues to both technical and non-technical stakeholders.

End Date: March 12, 2026 

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Are you someone who can:

Key Responsibilities

Sales Growth and Distribution Leadership

• Leads and manages team of Channel Managers.
• Drives achievement of API and AUM targets at the national level.
• Responsible for tracking, influencing, and enhancing the entire sales activity value chain.

Translates business strategies into actionable growth plans, through:

• Clear Key Performance Indicators (KPIs)
• Measurable success criteria
• Identifies and converts cross-sell and upsell opportunities across investment and life insurance product lines.

Improves sales efficiency by:

• Analyzing activity patterns
• Optimizing productivity levers
• Implementing performance-enhancing initiatives
• Plans, executes, and measures regional business development campaigns.
• Ensures all associated risks are identified and effectively mitigated.

Service Culture and Advisor Experience

• Establishes a culture of service excellence, prioritising relationship building, innovation, and advisor empowerment.
• Focuses on deepening long-term, trust-based relationships with advisors to strengthen distribution channels and increase market share.
• Translates advisor needs into actionable service solutions aligned with organisational values, service standards, and customer journey frameworks.
• Ensures the technical accuracy and relevance of product knowledge, advice support, and solution design.
• Oversees the resolution of advisor and client escalations, ensuring timely and effective outcomes.
• Leverages insights gained from escalations to proactively drive service enhancements.
• Supports continuous improvement by collecting, analysing, and acting on advisor feedback to refine service and engagement models.

Portfolio Management and Business Development

• Manages internal client portfolios as a core responsibility.
• Generates and develops strategic leads to support business growth.
• Assists advisors in converting revenue-generating opportunities.
• Collaborates with product houses and business units to uncover new revenue streams and increase product penetration.
• Encourages the use of digital, self-service, and platform-based tools to improve advisor efficiency and reduce operational costs.

Risk, Governance, and Compliance

• Operational compliance is a critical responsibility, ensuring strict adherence to all legislative, regulatory, audit, and company policies relevant to the financial advice environment.
• Maintains up-to-date knowledge of applicable legislation, compliance standards, and industry best practices.
• Embeds governance and quality assurance standards across all Channel Manager and BDM activities.
• Participates in risk forums and contributes to proactive risk mitigation strategies.
• Conducts ongoing monitoring of business processes to ensure alignment with quality, governance, and customer journey requirements.

Process and Operational Excellence

• Responsible for aligning and implementing end-to-end processes that support efficient advisor journeys and eliminate friction points.
• Utilises technology, data insights, and platform innovation to streamline processes and improve operational efficiency.
• Regularly reviews and refines existing processes to reduce redundancy and maximise value creation.
• Leverages advisor feedback and performance reports to drive continuous improvement throughout the organisation.

Strategic Input and Execution

• Shapes the tactical direction of the distribution business by aligning operational plans with strategic growth objectives, ensuring cohesive execution across the network.
• Develops and implements initiatives aimed at improving sales, service standards, and the advisor experience to maintain the business’s competitiveness and responsiveness to market changes.
• Engages regularly with advisors and stakeholders to tailor product integration strategies and wealth solutions that address their specific needs.
• Supports the ongoing success of the distribution business through proactive adaptation and stakeholder collaboration.

People Leadership and Capability Development

• Leads and nurtures a team of Channel Managers, ensuring they effectively support BDMs in uplifting advisor performance.
• Identifies skills and competency gaps within the team, implementing targeted development programmes and providing on-the-job coaching.
• Requires all team members to create, execute, and review personal development plans.
• Supports talent management, succession planning, and career pathing in accordance with organisational and legislative requirements.
• Fosters an inclusive, collaborative, and high-performance culture that underpins transformation objectives.
• Champions teamwork, knowledge sharing, and diversity of thought across the distribution network.

Core Key Performance Indicators (KPIs)

• API Growth
• AUM Growth
• Advisor activity uplift and productivity
• Sales efficiency metrics
• Quality of advisor support and service experience
• Campaign performance and conversion rates
• Risk and governance adherence
• Employee engagement and team capability development
• Adoption of digital and platform tools

Qualifications

• Bachelor of Business Administration or equivalent degree.
• Investment and insurance experience is an advantage

End Date: March 10, 2026

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Job Profile Summary

• To extract data from various sources, understand business requirements and analyse data in order to provide relevant insights for business decisioning, under guidance and supervision.

Key Responsibilities

• Execute on relevant business intelligence (BI) projects / BI initiatives aligned to strategic objectives with specific performance measures and control systems to track progress under supervision and guidance.
• Drive business profitability in the context of cost management through effective delivery of Business Intelligence solutions (time management and cost).
• Integrate data assets (i.e., outcomes from data science and, data and analytics teams) to business under supervision and guidance.
• Ensure ongoing efficiencies driven by a culture of sharing "build once and build for all" as well as leveraging tools built by other D&A teams via consumption or enhancements prior to new builds on D&A outcomes.
• Extract data from various sources for the purposes of data profiling in order to create the technical BI requirements (e.g. source to target).
• Resolve queries as and when required (simple data extracts).
• Liaise with Business Analyst and relevant stakeholders to produce BI business requirement (BRS) documentation and submit to relevant stakeholders for sign off.
• Provide business summaries to enable more effective decision-making.
• Analyse derived information to create value added knowledge of the bank's products, channels, service levels, trends, or customers for business informed decisions under guidance and supervision.
• Liaise with relevant stakeholders to provide input into assigned projects, in line with business requirements within the required timeframe and specification.
• Share knowledge and ideas into new or improved data product for the Business Intelligence environment.
• Provide expertise to relevant stakeholders in area of specialization.
• Maintain BI repository.

Qualification and Experience

• A Btech – Computer and Information Science (minimum requirement)
• 1–3 years’ relevant experience within a Business Intelligence environment

End Date: March 11, 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: March 5, 2026

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Are you someone who can:

• Manage a team of 3 data scientists

Manage Outbound Campaigns:

• Daily monitoring and redropping to increase reach
• Campaign automation, testing, and reporting
• Input into early-stage campaign planning
• Troubleshooting automation or data-related issues
• Volumes, values, and logic for campaign approval forums
• Do Monthly strategic reviews and campaign overlap analysis

Manage Inbound Campaigns:

• Trigger build, testing, and monitoring
• Feature engineering and data extraction
• Weekly data drops and personalized messaging
• Strategic insights and support for Context Steerco approvals
• Opportunity Sizing & Identification
• Ad hoc business analytics requests
• Strategic input to continuously improve campaign effectiveness

You will be an ideal candidate if you have:

• Strong Management experience
• Qualified in Mathematics, Actuary, Statistics or similar
• Minimum 5 years' experience in a similar role
• Strong SAS skills
• PowerBI & Python skills as an advantage

End Date: March 8, 2026

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Job Description

• 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 

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'll be an ideal candidate if you:

• Diploma/degree in IT or related field of study
• 3+ years related experience

End Date: March 9, 2026

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Are you someone who can:

• Promote teamwork and inclusivity amongst team members and demonstrates behaviours that respect diversity 
• Partner and collaborate with team members to achieve team success 
• Share information and knowledge that benefits the team 
• Participate and contribute to a development culture where information regarding successes, issues, trends and ideas are actively shared 
• Build and sustain collaborative working relationships with relevant peers and stakeholders to achieve productivity synergies 
• Participate in specialist communities of practice and contribute positively to own and organisational knowledge improvement

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

• Minimum: Diploma or required certification
• Preferred: Degree and/or relevant certification
• 5+ Years experience, including at least 3 in a lead role.
• Preferred: Banking Industry Experience

​​​​​​​Key Responsibilities:      

• Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies
• Ensure financial documentation is maintained to support accurate record keeping and future legislative requirements  
• Escalate potential budget risks that may lead to increased costs or financial losses   
• Present work proposals on planned activities that will require financial resources  
• Allocate and approves expenditure 
• Collate, analyse and evaluate data and information to forecast expenditure and cash flow trends and make recommendations to improve budget 

End Date: March 9, 2026

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Are you someone who can:

• Create test plans and test cases for the functionality of a system to prevent errors in the live system
• Build sound relationships based on trust and openness
• 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 the following:

• Minimum: Diploma or required certification in testing or programming
• Preferred: Degree and/or relevant certification including ISEB/ISTQB Certification; TMap Next Engineer; ISTQB Advanced Analyst
• 3+ Years experience
• Control-M (Advantageous)

​​​​​​​Key Responsibilities:        

• Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies
• Manage achievement of required execution of service activities captured in the Testing Capacity Model, by receiving and allocating of test requirements
• Action test plans by unpacking the requirements that includes regression testing, system analysis and reviews and create design steps from test cases, execute system validation plans (and liaise with the business Analysts and technical teams in order to compile test scripts)
• Comply, understand and implement all steps and methodology within IT development and meet governance in terms of legislative, audit risk and process requirements for the Test Analysis Environment
• Upgrade existing test scripts to effectively test enhancements and new requirements and execute automated test scripts

End Date: March 9, 2026

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Job Description

• Responsible for leading a team of agents to consistently meet performance targets while ensuring exceptional customer satisfaction. This job blends sales and customer service, including cross-selling and nurturing client relationships.

Are you someone who is:

• Responsible for leading a team of agents to consistently meet performance targets while ensuring exceptional customer satisfaction. This job blends sales and customer service, including cross-selling and nurturing client relationships.

You will be a match if you able to:

• Drive significant growth and profitability in the context of cost management
• Manage costs / expenses within approved budget to achieve cost efficiencies
• Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions
• Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members
• Monitor and manage the resolution of customer complaints and ensure resolution of escalated customer and staff complaints
• Maintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant product and service targets
• Drive improvement of campaign performance and successes in regard to target market, Quality of data, relevance of offer, customer experience, and customer requirements
• Contact prospective clients and sell appropriate banking products in order to achieve Team sales targets
• 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 efficiency of service productivity and performance in Call Centre
• Achieve agreed Call Control, Call Quality and Call Protocol assessment ratios
• Improve customer satisfaction, experience, and insight through call analysis.
• Report on required Call Centre activities and deliveries to improve business results
• 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

Minimum Requirements:

• Diploma or equivalent accredited qualification
• NQF Level 5 FAIS Qualification
• 4–5 years’ experience in Client Services / Call Centre environment, with exposure to team leadership

End Date: March 11, 2026 

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Job Description

• To design, test, implement, maintain, and manage complex, integrated database systems while ensuring accurate installation and configuration of database software.
• The job focuses on building a secure, scalable, and client-focused data environment that supports efficient data management and drives overall organisational performance.

Are you someone who can:

• Database Architecture and Design
• Performance Monitoring and Tuning
• Preventive Maintenance and Health Checks
• Backup and Disaster Recovery Planning
• Security and Data Protection
• Managing Database Availability and Replication
• Routine Maintenance and Upkeep
• Collaboration with Development Teams
• Troubleshooting and Incident Resolution
• Storage and Tablespace Management
• Automation and Scripting
• Data Integrity and Validation
• Deployment and Configuration Management
• Backup and Disaster Recovery Planning
• Security and Access Management
• Troubleshooting and Incident Management
  Upgrades
• HA Setup - PGPool

You will have access to:

• Opportunities to network and collaborate.
• Work that is challenging
• Opportunities to be innovative.
• Resources to help you with your professional development.

We can be a match if you are:

• Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
• Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it
• A team player - you believe in the power of teams so you're always part of one, building and leveraging your networks.
• Think outside the box – have the ability to not be limited by your surroundings, problem solving is one of the key features that drive you.

You’ll be an ideal candidate if you meet the following requirements:

• BSc Eng, BSc Informatics degree or any other related qualification
• 5+ years’ solid experience in Database Administration
• Proficient on Linux, RHCSA will be beneficial
• Knowledge on DevOps Principles
• Knowledge on scripting and Automation, Ansible as an example

End Date: March 7, 2026

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Job Description

• Responsible for the specification, product selection, and design of infrastructure components required to implement a defined system architecture. This role supports the translation of business requirements into technical solutions by applying established architectural standards and guidelines.
• The Systems Architect collaborates with stakeholders to ensure that infrastructure designs are fit-for-purpose, cost-effective, and aligned with enterprise architecture principles. Work is performed within clearly defined parameters, with guidance from senior architects and subject matter experts.

Are you someone who can:

• Develop and implement strategic goals for managing and maintaining systems and software.
• Create end-to-end integrated systems and review new and existing system designs.
• Ensure systems are secure and protected from breaches.
• Perform regular maintenance and updates to keep systems running smoothly.
• Work closely with stakeholders to understand their requirements and ensure the system meets their needs.
• Provide technical support and guidance to other IT personnel.
• Design scalable API-first and event-driven architectures
• Lead Architecture governance and security reviews
• Design custody solutions using Azure Key Vault Managed HSM
• Has expertise in blockchain architecture and distributed ledger systems
• Design secure wallet and custody solutions

You will be an ideal candidate if you have experience in:

• Enterprise solution architecture for distributed and microservices systems
• High availability, fault tolerance, and performance engineering
• Cloud-native architecture patterns and service orchestration
• Integration architecture for hybrid enterprise ecosystems
• System reliability, scalability, and resilience design
• Architecture for token issuance, transaction flows, and smart contract ecosystems
• Integration of blockchain nodes with enterprise backend systems
• Secure transaction signing and custody workflows
• Compliance-aware blockchain architecture
• Blockchain infrastructure deployment and node management
• Hardware-backed key generation, storage, and lifecycle management
• Secure private key custody for blockchain wallets
• Integration of Node.js applications with Azure HSM services
• Cryptographic signing workflows and key isolation strategies
• Role-based access control and key governance
• Secure API communication with HSM-backed services
• High-availability and disaster recovery strategies for key infrastructure
• Advanced Node.js development for high-performance backend services
• Asynchronous and event-driven system design
• REST and GraphQL API architecture
• Secure service-to-service communication
• Real-time messaging and streaming integrations
• Database architecture (relational and NoSQL)
• Authentication and authorization frameworks
• Backend performance optimization
• API gateway and service orchestration design
• Enterprise integration patterns
• Message queues and streaming platforms
• Blockchain-to-enterprise system interoperability
• SDK integration and third-party platform connectivity
• Containerization and orchestration platforms
• Infrastructure automation and CI/CD pipelines
• Monitoring, logging, and observability systems
• Scalable deployment and operational design
• Secure architecture design and threat modeling
• Cryptographic best practices and key lifecycle management
• Identity and access management frameworks
• Compliance and regulatory security standards

End Date: March 9, 2026 

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Are you someone who can:

• Serve customers promptly and professionally, ensuring their needs are fully understood
• Deliver an excellent customer experience aligned to Balanced Scorecard service standards
• Achieve net profit growth through effective sales and service support
• Manage the migration of customers from traditional transactions to Self‑Service and digital channels
• Grow the active customer account base to expand overall client engagement
• Identify and maximise cross‑sell opportunities to strengthen customer relationships
• Track, control, and influence sales activities to achieve predetermined sales targets
• Track, control, and influence service activities to improve service efficiencies
• Provide efficient administration through careful planning, accurate reporting, and timely information updates
• Check and verify transactions daily to ensure new business applications are processed and closed within required timelines
• Produce accurate and reliable sales and service statistics for management and decision‑making
• Comply with governance, legislative, and audit requirements
• Uphold FNB’s Golden Rules processes and procedures consistently
• Take accountability for self‑development and continuously grow personal capability

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

End Date: March 9, 2026

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Job Description

• To provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and processing their requests
• Achieve net profit growth for business
• Achieve the delivery of exceptional customer experience against the Balanced Scorecard standards
• Manage the migration of accounts from transactional to Self Service
• 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.
• 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
• Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines.
• Track, control and influence sales and service activities with the specific aim to increase sales and service efficiencies
• Compliance with procedures and processes contained in the Golden Rules.
• Provide accurate and reliable sales and service statistics.
• Manage own development to increase own competencies

Requirement:

• Matric and completed NQF 5 (FAIS related)

End Date: March 10, 2026

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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: March 9, 2026