First National Bank (FNB) is one of the “big four” banks in South Africa and a division of the financial services conglomerate, FirstRand. It provides a full range of banking and financial services to individuals, businesses, and corporations. An acclaimed mobile banking app and online banking platforms that offer secure and convenient access to financial services, including Secure Chat for customer support.

Job Description

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

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

Minimum Requirement:

• FSCA Recognized NQF level 5
• RE5
• Mandated for intermediary sub-cats 1.17, 1.18 and 1.22 (not currently under supervision)
• 1 – 2 years of call center experience