Branch Advisor Fais

2 weeks ago

Pretoria, Gauteng, South Africa Wesbank Full time

Job DescriptionProvide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.

Leads identified converted into successful sales.
Ensure activities support cost containment and reduction.
Educate customers on correct eChannels to maximize channel optimisation opportunities identified aligned to customer needs.

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.

Always conduct themselves in an ethical manner.
Adhere to the TCF (Treating Customer fairly) principles in all that you do.

Optimize every customer interaction to migrate cash transactions and/or convert customer to eChannels and encourage use of digital and self-service channels.

Resolve all customer queries efficiently, and within agreed timelines.

Achievement of Sales and Service client retention by managing the breakdown activities as listed in the Sales and Service Operation requirements.

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.
Demonstrates behaviour in support of the organizational values.
Takes accountability for own performance, personal and career development.
Maintain an ability to adapt to ever changing business and customer needs.
Contribute to the overall effectiveness and success of the team.
Improve knowledge and competencies by completing role specific training as per eCareers.
Position for Western Cape County branches.
#Post
#FNB
#89b066
Job Details Application Closing Date
07/06/24 All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis.

The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.

Should you have any queries, please log it via MyQ .
About UsFirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India.

Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa.

The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo, DirectAxis and MotoVantage.

Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group.

The group's track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses.

The group's purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets.

All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.

#J-18808-Ljbffr

  • Branch Advisor Fais Free State

    2 weeks ago

    Pretoria, Gauteng, South Africa Fnb Namibia Full time

    Branch Advisor FAIS Free State page is loaded Branch Advisor FAIS Free State Apply posted on Posted 11 Days Ago job requisition id R11427 Job DescriptionProvide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service)...

  • Branch Technical Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa Hire Resolve Full time

    Hire Resolve, a reputable recruitment agency, is currently seeking a highly skilled and motivated Branch Technical Advisor to join our client's team. As a Branch Technical Advisor, you will play a crucial role in providing technical support and guidance to clients and internal teams. You will be responsible for assessing client needs, recommending solutions,...

  • Personal Financial Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa Firstrandjobs Full time

    Personal Financial Advisor page is loaded Personal Financial Advisor Apply locations Centurion time type Full time posted on Posted 2 Days Ago job requisition id R8310 Job DescriptionTo provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and...

  • Branch Manager

    2 weeks ago

    Pretoria, Gauteng, South Africa Marsh Full time

    Marsh is a global leader in insurance broking and innovative risk management solutions. We help clients quantify and manage risk and help them unlock new growth opportunities.Having an established presence in more than 130 countries worldwide, national and international collaboration and connectedness are at our business's core. We are relation builders at...

  • Personal Financial Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa FirstRand Bank Limited Full time

    DescriptionTo provide risk and investment advice for Clients through virtual channels while adhering to FAIS Compliance requirements and the FirstRand Product Matrix and Advice Philosophy.Hello Future Financial AdvisorWelcome to FNB, where we cater to the unique minds and talents that drive effective change. Join our team and work in an environment that...

  • Senior Assistant To Financial Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa Emporium Human Capital Full time

    Senior Assistant to Financial Advisor (POS24137)FourwaysR to R per month plus commission and incentivesRequirements MatricPrevious experience in a similar roleTertiary qualification will be an advantageDuties Capturing and taking minutes of meetings from Financial Advisors interaction with clients;Capturing, processing and following up on applications (also...

  • Independent Financial Advisors

    2 weeks ago

    Pretoria, Gauteng, South Africa Status Asset Management Full time

    Position: Independent Financial Advisor (IFA)Location: National Aluma Capital strives to be South-Africa's leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. _Who are we looking for?A Financial Advisor (financial agent / broker) who will be...

  • Independent Financial Advisors

    2 weeks ago

    Pretoria, Gauteng, South Africa Status Asset Management Full time

    Who are we looking for?A Financial Advisor (financial agent / broker) who will be responsible for selling the Company's financial services to new clients and will facilitate business growth.Why work for us? No desk fees Financial support for the first 6 months (bridging salary) Monthly commission payments We provide prequalified and prepaid leads generated...

  • Branch Manager

    2 weeks ago

    Pretoria, Gauteng, South Africa Unique Personnel Full time

    Job Number 69299Job Type PermanentJob Title Branch ManagerComputer Skills WindowsIndustry AutomotiveCity Pretoria EastProvince Gauteng A reputable automotive company is looking for a trustworthy, experienced, and reliable individual to join the team as a Branch Manager for their Pretoria East branch._ KEY RESPONSIBILITIES_ Includes but not limited to;...

  • Sales Inbound Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa Outsurance Full time

    Job Description Role Overview As an Inbound Sales Advisor, you will be interacting with customers that contact the Call Centre directly.You will do the needs analysis with the customer all the while highlighting the benefits and features of the product in question and emphasizing the benefit of being ensured by OUTsurance.You will be required to interact...

  • Senior Manager: Il New Business And Branch Operations

    2 weeks ago

    Pretoria, Gauteng, South Africa Atriplea Recruitment & Temps Full time

    Pretoria Permanent R p.a (neg) Our client in the insurance sector is seeking an individual to oversee individual life new business and underwriting to ensure efficient and effective workflow in the department and to ensure correct underwriting decisions are made and to oversee the functions of branch operationsPosition Description: Oversee new business...

  • Financial Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa Sanlam Limited Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Select how often (in days) to receive an alert: Location: Vereeniging, Gauteng, South Africa Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships...

  • Data Advisor, Pretoria, South Africa contingent

    2 weeks ago

    Pretoria, Gauteng, South Africa CRDF Global Full time

    Job Description:This is position is open to U.S. citizens or Legal permanent residents who have lived in the U.S. for the last three years and have experience working with CDC, PEPFAR or USAIDEstimated Period of Performance: 6/15/2023 to 6/14/2028CRDF is seeking a Data Advisor, (Pretoria, South Africa) who will provide technical assistance to CDC South...

  • Mfc Salaried Financial Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa Old Mutual Limited Full time

    MFC Salaried Financial Advisor page is loaded MFC Salaried Financial Advisor Apply locations Vereeniging time type Full time posted on Posted 30+ Days Ago job requisition id JR-46045 Let's Write Africa's Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionThis role provides advice on a...

  • Mfc Salaried Financial Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa Old Mutual Life Assurance Company (Sa) Ltd Full time

    MFC Salaried Financial Advisor page is loaded MFC Salaried Financial Advisor Apply locations Boksburg time type Full time posted on Posted Yesterday job requisition id JR-46050 Let's Write Africa's Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionThis role provides advice on a...

  • Branch Office Administrator

    2 weeks ago

    Pretoria, Gauteng, South Africa Edward Jones Full time

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 5001 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We...

  • Pet Client Care/ Retention Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa Outsurance Holdings Company Limited Full time

    OUTsurance is a world-class profit orientated short-term & life insurer. You always get something OUT, in that we are vibrant, successful and values orientated with an awesome dynamic culture. Our success can be attributed to the OUTstanding people that work for us.Job DescriptionResponsibilitiesOur retention advisors are responsible for handling difficult...

  • Financial Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa Sanlam Full time

    Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial...

  • MFC Sales Leader

    2 weeks ago

    Pretoria, Gauteng, South Africa Old Mutual Full time

    Description This role manages a sales team and distribution strategy and is accountable for the sales targets and profitability of the team, over periods of up to a year. The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B . The successful candidates must therefore comply with all FAIS...

  • Financial Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa Envestpro Full time

    Explore Lucrative Financial Planning OpportunitiesUnlock Senior & Junior Roles with Envestpro as a Financial Planner.Elevate Your Career with Proven ExpertiseEnvestpro offers a unique path to success for both seasoned Advisors and ambitious newcomers. Experience the pinnacle of financial planning with our comprehensive training and mentorship.WHY CHOOSE...