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.

Are you someone who can:

• Provide first line support on escalations that are outside of turnaround time.
• Manage all segment leadership requests.
• Report on all Challenges within regions and manage expectations.
• Manage the full process related engagement from submission of quote to completion.
• Proactively support lead usage, assisting with seeking opportunities through adviser tools.
• Drive campaign management in region on all newly launched campaigns, launch, track and keep momentum going.
• Track and contribute to the attainment of the monthly budget, reporting on progress, as well as deriving strategies on how to close gaps in achieving targets.
• Analyse and develop implementation plan against the forecasted financial budget.
• Develop tactical budget for area of responsibility that minimise expenditure and manage costs.
• Build relationships that allow for the managing of expectations; the sharing of knowledge and diverse insights; and the creation of buy-in.
• Contribute to sustaining a competitive edge through upskilling and coaching frontline advisors on how to effectively upsell clients.
• Develop and implement practices which build service delivery excellence and implements efficiency models.
• Model and coach behaviours that build rewarding relationships, encourage innovations and allow others to provide exceptional customer service.
• Maintain expert knowledge on relevant legislative amendments, industry best practices and provide of advice to relevant stakeholders.
• Provide input into, and implement, corporate governance, compliance, integrity and ethics policies in are of accountability to identify and manage risk exposure.
• Participate in relevant management forums where required and cascades relevant information through team.
• Identify opportunities across the business by grouping similar projects to enable the re-use of similar enterprise capabilities to improve efficiencies and manage duplication

You will be an ideal candidate if you:

• BCom Degree or Related Qualification
• Investment and Long-Term Insurance experience
• 3-5 Years in a Broker Consultant Role
• CFP would be preferable
• Experience working on a platform eg: LISP- Linked Investment Service Provider