First National Bank (FNB) South Africa offers dynamic career paths, structured graduate development programs, and continuous on-the-job learning across banking, data science, IT, and client advisory roles
Are you someone who can:
- Build and maintain strong relationships with clients.
- Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.
- Effectively communicate with clients and have the ability to explain processes and requirements in a simple manner.
- Ensure compliance with rules and processes and has attention to detail.
- Educate customers to the correct Banking platform aligned with their needs.
Connect with our customers by living up to our brand promise of “how can we help you?” at all times.
- Analyse customer data and recommend tailored solutions.
- Achieve sales results by providing contextual and integrated financial solutions to customers.
- Conduct yourself in an ethical manner.
- Takes accountability for own performance, personal and career development.
- Show empathy with customers.
- Stay updated on industry trends and product knowledge.
- Maximize channel optimisation opportunities identified aligned to customer needs
- Ensure activities support cost containment and reduction
- Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions
- Fulfilling transactions above the benchmark set and providing an exceptional customer experience
Qualification & Experience Requirement
- Minimum Qualification: Grade 12/ NQF Level 4
- Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
- 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services
You will be an ideal candidate if you possess the following:
- Excellent communication and relationship‑building skills and an ability to engage diverse customer needs
- Confidence in guiding customers toward digital and Self‑Service solutions
- Ability to identify sales opportunities and support portfolio growth
- High levels of accuracy, discipline, and adherence to process
- Strong organising, planning, and time‑management capability
- Commitment to delivering consistent, exceptional service
You will have access to:
- Opportunities to build relationships as part of a dynamic team.
- A challenging working environment
- Personal and professional growth
- Opportunities to have an impact in a local market as a brand ambassador.
You can be a match if you are:
- Customer Centric.
- Enjoy solving problems.
- Persuasive selling skills
- Able to understand rules in a regulated environment.
- Agile and Flexible
- Strong communication and interpersonal skills
- Have a results-driven attitude with a passion for exceeding targets.
- Have excellent Organisational skills and attention to detail.
End Date: July 22, 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.
- Effectively communicate with clients and have the ability to explain processes and requirements in a simple manner.
- Ensure compliance with rules and processes and has attention to detail.
- Educate customers to the correct Banking platform aligned with their needs.
Connect with our customers by living up to our brand promise of “how can we help you?” at all times.
- Analyse customer data and recommend tailored solutions.
- Achieve sales results by providing contextual and integrated financial solutions to customers.
- Conduct yourself in an ethical manner.
- Takes accountability for own performance, personal and career development.
- Show empathy with customers.
- Stay updated on industry trends and product knowledge.
- Maximize channel optimisation opportunities identified aligned to customer needs
- Ensure activities support cost containment and reduction
- Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions
- Fulfilling transactions above the benchmark set and providing an exceptional customer experience
Qualification & Experience Requirement
- Minimum Qualification: Grade 12/ NQF Level 4
- Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
- 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services
You will be an ideal candidate if you possess the following:
- Excellent communication and relationship‑building skills and an ability to engage diverse customer needs
- Confidence in guiding customers toward digital and Self‑Service solutions
- Ability to identify sales opportunities and support portfolio growth
- High levels of accuracy, discipline, and adherence to process
- Strong organising, planning, and time‑management capability
- Commitment to delivering consistent, exceptional service
You will have access to:
- Opportunities to build relationships as part of a dynamic team.
- A challenging working environment
- Personal and professional growth
- Opportunities to have an impact in a local market as a brand ambassador.
You can be a match if you are:
- Customer Centric.
- Enjoy solving problems.
- Persuasive selling skills
- Able to understand rules in a regulated environment.
- Agile and Flexible
- Strong communication and interpersonal skills
- Have a results-driven attitude with a passion for exceeding targets.
- Have excellent Organisational skills and attention to detail.
End Date: July 22, 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.
- Effectively communicate with clients and have the ability to explain processes and requirements in a simple manner.
- Ensure compliance with rules and processes and has attention to detail.
- Educate customers to the correct Banking platform aligned with their needs.
Connect with our customers by living up to our brand promise of “how can we help you?” at all times.
- Analyse customer data and recommend tailored solutions.
- Achieve sales results by providing contextual and integrated financial solutions to customers.
- Conduct yourself in an ethical manner.
- Takes accountability for own performance, personal and career development.
- Show empathy with customers.
- Stay updated on industry trends and product knowledge.
- Maximize channel optimisation opportunities identified aligned to customer needs
- Ensure activities support cost containment and reduction
- Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions
- Fulfilling transactions above the benchmark set and providing an exceptional customer experience
Qualification & Experience Requirement
- Minimum Qualification: Grade 12/ NQF Level 4
- Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
- 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services
You will be an ideal candidate if you possess the following:
- Excellent communication and relationship‑building skills and an ability to engage diverse customer needs
- Confidence in guiding customers toward digital and Self‑Service solutions
- Ability to identify sales opportunities and support portfolio growth
- High levels of accuracy, discipline, and adherence to process
- Strong organising, planning, and time‑management capability
- Commitment to delivering consistent, exceptional service
You will have access to:
- Opportunities to build relationships as part of a dynamic team.
- A challenging working environment
- Personal and professional growth
- Opportunities to have an impact in a local market as a brand ambassador.
You can be a match if you are:
- Customer Centric.
- Enjoy solving problems.
- Persuasive selling skills
- Able to understand rules in a regulated environment.
- Agile and Flexible
- Strong communication and interpersonal skills
- Have a results-driven attitude with a passion for exceeding targets.
- Have excellent Organisational skills and attention to detail.
End Date: July 24, 2026
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
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: July 22, 2026
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
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: July 22, 2026
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
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: July 22, 2026
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
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: July 22, 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.
- Effectively communicate with clients and have the ability to explain processes and requirements in a simple manner.
- Ensure compliance with rules and processes and has attention to detail.
- Educate customers to the correct Banking platform aligned with their needs.
Connect with our customers by living up to our brand promise of “how can we help you?” at all times.
- Analyse customer data and recommend tailored solutions.
- Achieve sales results by providing contextual and integrated financial solutions to customers.
- Conduct yourself in an ethical manner.
- Takes accountability for own performance, personal and career development.
- Show empathy with customers.
- Stay updated on industry trends and product knowledge.
- Maximize channel optimisation opportunities identified aligned to customer needs
- Ensure activities support cost containment and reduction
- Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions
- Fulfilling transactions above the benchmark set and providing an exceptional customer experience
Qualification & Experience Requirement
- Minimum Qualification: Grade 12/ NQF Level 4
- Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
- 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services
You will be an ideal candidate if you possess the following:
- Excellent communication and relationship‑building skills and an ability to engage diverse customer needs
- Confidence in guiding customers toward digital and Self‑Service solutions
- Ability to identify sales opportunities and support portfolio growth
- High levels of accuracy, discipline, and adherence to process
- Strong organising, planning, and time‑management capability
- Commitment to delivering consistent, exceptional service
You will have access to:
- Opportunities to build relationships as part of a dynamic team.
- A challenging working environment
- Personal and professional growth
- Opportunities to have an impact in a local market as a brand ambassador.
You can be a match if you are:
- Customer Centric.
- Enjoy solving problems.
- Persuasive selling skills
- Able to understand rules in a regulated environment.
- Agile and Flexible
- Strong communication and interpersonal skills
- Have a results-driven attitude with a passion for exceeding targets.
- Have excellent Organisational skills and attention to detail.
End Date: July 24, 2026
go to method of application »
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
You will be an ideal candidate if you possess the following:
- Excellent communication and relationship‑building skills and an ability to engage diverse customer needs
- Confidence in guiding customers toward digital and Self‑Service solutions
- Ability to identify sales opportunities and support portfolio growth
- High levels of accuracy, discipline, and adherence to process
- Strong organising, planning, and time‑management capability
- Commitment to delivering consistent, exceptional service
You will have access to:
- A customer‑facing role within the FNB Points of Presence network
- Exposure to digital enablement, customer engagement, and frontline service practices
- Ongoing learning and development aligned to service, sales, and operational excellence
- A collaborative, supportive branch environment focused on customer delight
You can be a match if you are:
- Customer‑centric with a passion for delivering exceptional experiences
- Motivated by achieving performance targets
- Organised and detail‑driven with strong follow‑through
- Ethical, compliant, and aligned to governance requirements
- A strong team player who builds positive working relationships
- Proactive in your learning and personal development
End Date: July 20, 2026
go to method of application »
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
You will be an ideal candidate if you possess the following:
- Excellent communication and relationship‑building skills and an ability to engage diverse customer needs
- Confidence in guiding customers toward digital and Self‑Service solutions
- Ability to identify sales opportunities and support portfolio growth
- High levels of accuracy, discipline, and adherence to process
- Strong organising, planning, and time‑management capability
- Commitment to delivering consistent, exceptional service
You will have access to:
- A customer‑facing role within the FNB Points of Presence network
- Exposure to digital enablement, customer engagement, and frontline service practices
- Ongoing learning and development aligned to service, sales, and operational excellence
- A collaborative, supportive branch environment focused on customer delight
You can be a match if you are:
- Customer‑centric with a passion for delivering exceptional experiences
- Motivated by achieving performance targets
- Organised and detail‑driven with strong follow‑through
- Ethical, compliant, and aligned to governance requirements
- A strong team player who builds positive working relationships
- Proactive in your learning and personal development
End Date: July 22, 2026
go to method of application »
Job Description
- To identify and implement enhancements on existing products and procedures as well as effectively manage all operational aspects of the specific product
Are you someone who can:
- Support the development and execution of tactical strategies for the life medical claim’s function, ensuring alignment with business and operational objectives.
- Drive process improvements and operational efficiencies within the claims area to achieve business goals and enhance the customer experience.
- Ensure full compliance with company policies, governance standards, and regulatory requirements across all claims activities.
- Maintain up-to-date expertise on relevant legislation, industry best practices, and internal compliance protocols.
- Build and manage effective working relationships with a range of internal and external stakeholders, various Product Houses and Sales Teams.
- Deliver efficient administrative services through proactive planning, accurate reporting, and timely updates of all claims-related information.
- Oversee daily workflow by prioritizing and assigning tasks to claims assessors and administrators, ensuring objectives, targets, and service standards are consistently met.
- Contribute to product development by transforming insights and ideas into improved products, processes, and services.
- Prepare complex cases and business processes for review and approval by internal governance forums.
- Lead training and development initiatives for staff and stakeholders, focusing on claims processes, best practices, and compliance requirements.
- Continuously seek opportunities to elevate customer experience and optimize operational processes
You will be an ideal candidate if you have:
- Qualifications: Medical Degree or Equivalent bachelor's degree or Professional Qualifications
- Years of experience: Management Level with more than 5 years’ experience in middle management
- Extensive experience in Group Risk, Employee Benefits and Retail Business
- Credit Life
- Life Insurance experience will be essential
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: July 23, 2026
go to method of application »
Job Description
- To provide a positive customer experience by being helpful and sensitive to customer needs, expectation and providing product solutions including directing customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.
Are you someone who can:
- Engage customers in a positive and professional manner by being helpful
- by living up to our brand promise of “How can we help you?” at all times
- Understand customer needs to identify, sell, and cross-sell products aligned to customer needs and provide appropriate banking and financial solutions
- Educate customers on the correct banking platforms suited to their needs to proactively migrate customers to digital, e-Channels, and self-service platforms
- Fulfil transactions above set benchmarks while delivering exceptional service
- Manage leads, referrals, and customer follow-ups within agreed turnaround times
- Maintain accurate customer records and ensure compliance with FAIS, FICA, TCF, and internal governance
- Always conduct yourself in an ethical and professional manner
- Take accountability for personal performance, learning, and career development
- Stay informed on product offerings, systems, and industry developments
- Contribute to team success and adapt to changing customer and business needs
Qualification & Experience Requirement
- Minimum Qualification: Grade 12/ NQF Level 4
- Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
- 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services
You will be an ideal candidate if you possess the following:
- Strong understanding of FAIS, TCF principles, and regulatory compliance
- Proven ability to meet sales, service, and customer experience targets
- Must not be an unrehabilitated insolvent
You will have access to:
- Opportunities to build strong customer relationships within a dynamic POP environment
- A challenging, fast-paced branch setting
- Continuous learning and development aligned to your career path
- Opportunities to make a meaningful impact as a brand ambassador within a local market
You can be a match if you are:
- Client-focused with a strong ethical mindset
- Passionate about service excellence and problem-solving
- Confident in needs-based selling and solution delivery
- Agile, adaptable, and comfortable in a high-volume environment
- A strong communicator with excellent interpersonal skills
- Results-driven with strong planning and organisational skills
- Detail-oriented with high compliance awareness
- Able to work independently and collaboratively within a team
End Date: July 24, 2026
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Job Description
- To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
Requirements:
- Must have an FSCA approved NQF level 7
- Must have RE5
- Required Sub cats - 1.3 1.4 1.5 1.14
- Financial advice/advisory experience/Investment experience is required
- Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
- Participate in planned activities that are appropriate for own development.
- Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation.
- Identify and utilise opportunities for revenue growth to deliver on sales targets.
- Provide appropriate banking and financial solutions across an allocated portfolio of clients.
- Develop, encourage and nurture collaborative relationships across the FRG.
- Ensure compliance to legislative and audit requirements and adherence to relevant processes.
- Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.
- 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.
- Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.
End Date: July 23, 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
End Date: July 24, 2026
go to method of application »
Job Description
- To provide a positive customer experience by being helpful and sensitive to customer needs, expectation and providing product solutions including directing customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.
Are you someone who can:
- Engage customers in a positive and professional manner by being helpful
- by living up to our brand promise of “How can we help you?” at all times
- Understand customer needs to identify, sell, and cross-sell products aligned to customer needs and provide appropriate banking and financial solutions
- Educate customers on the correct banking platforms suited to their needs to proactively migrate customers to digital, e-Channels, and self-service platforms
- Fulfil transactions above set benchmarks while delivering exceptional service
- Manage leads, referrals, and customer follow-ups within agreed turnaround times
- Maintain accurate customer records and ensure compliance with FAIS, FICA, TCF, and internal governance
- Always conduct yourself in an ethical and professional manner
- Take accountability for personal performance, learning, and career development
- Stay informed on product offerings, systems, and industry developments
- Contribute to team success and adapt to changing customer and business needs
Qualification & Experience Requirement
- Minimum Qualification: Grade 12/ NQF Level 4
- Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
- 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services
You will be an ideal candidate if you possess the following:
- Strong understanding of FAIS, TCF principles, and regulatory compliance
- Proven ability to meet sales, service, and customer experience targets
- Must not be an unrehabilitated insolvent
You will have access to:
- Opportunities to build strong customer relationships within a dynamic POP environment
- A challenging, fast-paced branch setting
- Continuous learning and development aligned to your career path
- Opportunities to make a meaningful impact as a brand ambassador within a local market
You can be a match if you are:
- Client-focused with a strong ethical mindset
- Passionate about service excellence and problem-solving
- Confident in needs-based selling and solution delivery
- Agile, adaptable, and comfortable in a high-volume environment
- A strong communicator with excellent interpersonal skills
- Results-driven with strong planning and organisational skills
- Detail-oriented with high compliance awareness
- Able to work independently and collaboratively within a team
End Date: July 24, 2026
go to method of application »
Job Description
- To design, recommend, and oversee the implementation of integrated solutions that address business needs and resolve operational challenges across the bank.
- Ensure alignment with enterprise architecture by managing change processes and establishing solution frameworks that support scalable, sustainable delivery.
- Devise and implement IT innovations or methodologies that achieve efficiencies and reduce cost based on time, risk and process.
- Reduce cost by identifying inappropriate technologies for the organisation.
- Provide guidance in architecting solutions that yield the highest return on investments.
- Deliver a service which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service. Maintain close working relationships with key stakeholders ensuring appropriate IT solutions are developed.
- 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. Collaborate with and transfer knowledge with internal and external teams.
- Provide functional expertise to troubleshoot highly complex problems, or present/market new technology or solutions for business.
- Establish architectural standards and frameworks and assess functional and process risks on projects by collaborating with other architects to translate the customer’s requirements.
- Identify, justify and design a specific solution that meets business requirements.
- Provide guidance to operations teams and other architects on the design, development, and testing of a new solution, and work with assigned project teams to ensure a smooth implementation of changes to existing systems.
- Implement all technical support request escalated and ensure effective resolution within the Service Level Agreement.
- Create, maintain and oversee test environments with appropriate data to support unit testing from end to end to ensure testing yields an acceptable level of performance for the changes being delivered and the application is not adversely affected.
- Analyze, estimate and execute all approved development and configuration items through delivery of the best technical solutions to deliver the required functionality.
- Provide input and assist business to achieve efficiencies through optimized processes.
- Assess process and business risks relating to systems to ensure minimal risk to the organisation.
- Comply, understand and implement all steps within IT development and meet governance in terms of legislative and audit requirements for IT Solutions.
- Analyse and/or identify problems/requirements to determine impact, patterns and trends, best fit alternatives and best practice IT solutions.
- Determine the estimated resources and timelines required to deliver the required functionality.
- Review proposed solutions and provides quality assurance on IT solutions. Provides expertise and guidance on the best method to ensure quality and cost effectiveness.
- Keep up to date with own area of expertise to develop and maintain own professional knowledge base in order to provide effective support and advice.
- Supervises the work of other developers.
- Provides technical assistance to other developers and Information Technology (IT) team members.
End Date: July 18, 2026
Method of Application
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