Branch Advisor Fais

3 months ago

Nelspruit, South Africa FirstRand Full time

Job Description

Hello Future Branch Advisor

Welcome to FNB, the home of the #changeables. We strive to be a trusted partner helping to create a better world by providing an innovative, contextual, and integrated financial solutions.

As part of our team in FNB Points of Presence, you will be surrounded by unique talents, and an inclusive environment which value our differences and that lives up to the promise of being deeply invested. Now’s the time to imagine your potential in a team where you can become the best version of yourself.

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.
- 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.
- Analyze 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.
- A completed financial related qualification (NQF5 or higher)
- 1-2 years’ experience in Client Services Support and delivery

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.
- 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.

Job Details

Application Closing Date

30/09/24

  • Branch Advisor FAIS

    3 months ago

    Nelspruit, South Africa FirstRand Bank Limited Full time

    Description Hello Future Branch Advisor Welcome to FNB, the home of the #changeables. We strive to be a trusted partner helping to create a better world by providing an innovative, contextual, and integrated financial solutions. As part of our team in FNB Points of Presence, you will be surrounded by unique talents, and an inclusive environment...

  • Branch Consultant/ Financial Advisor

    1 day ago

    Nelspruit, South Africa Sanlam Group Full time

    Job title : Branch Consultant/ Financial Advisor - Nelspruit Job Location : Mpumalanga, Nelspruit Deadline : January 06, 2025 Quick Recommended Links Jobs by Location Job by industries Key Responsibilities Sales delivery Gain and maintain an in-depth understanding of SRM product ranges. Gain an understanding of the customer’s needs,...

  • Financial Services Advisor

    2 weeks ago

    Nelspruit, Mpumalanga, South Africa Sanlam Full time

    About SanlamSanlam is a leading financial services institution, offering a range of products and services to individuals and businesses.Job OverviewWe are seeking a skilled Financial Services Advisor to join our team as a Client Growth Specialist. This role will focus on promoting Sanlam's retail mass products and increasing market share through excellent...

  • Financial Services Advisor

    4 days ago

    Nelspruit, Mpumalanga, South Africa Old Mutual Full time

    Job Title: Financial Services AdvisorWe are seeking a skilled and experienced Financial Services Advisor to join our team in Mpumalanga.About the RoleThis is a challenging and rewarding opportunity for individuals who enjoy working with clients, building relationships, and providing expert financial advice.Provide financial advice to clients in accordance...

  • Financial Advisor

    6 months ago

    Nelspruit, South Africa TWK Agri Full time

    TWK Agri has the following vacancy available: Financial Advisor (Short-Term Insurance) within the Insurance Department at Mbombela, Mpumalanga. **Responsibilities and Duties**: - Introduction of new business and maintenance of existing business - Renewal of insurance portfolios, assisting clients with quotations, inquiries and claims - Weekly/Monthly...

  • Branch Consultant

    5 months ago

    Nelspruit, South Africa Sanlam Full time

    Who are we? Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise. Purpose of...

  • Senior Financial Advisor

    4 days ago

    Nelspruit, Mpumalanga, South Africa Sanlam Group Full time

    Sanlam Group is seeking a highly motivated and experienced Senior Financial Advisor to join their team in Mpumalanga. As a key member of the branch, you will be responsible for promoting Sanlam Retail Mass's products and increasing market share through sound financial advice and exceptional client service.Key Responsibilities:Sales delivery: You will be...

  • Successful Financial Advisor

    3 weeks ago

    Nelspruit, Mpumalanga, South Africa Sanlam Full time

    Job OverviewWe are seeking a highly motivated and results-driven Financial Advisor to join our team at Sanlam. As a key member of our sales force, you will be responsible for providing exceptional financial advice and support to our clients.About the RoleThe successful candidate will have a strong passion for helping people achieve their financial goals and...

  • Claims Consultant

    6 months ago

    Nelspruit, South Africa Hollard Recruitment Full time

    **Job Advert Summary**: Helloan exciting new opportunity has just become available in our **Insure, Northern Region (Nelspruit)**. We are looking to recruit a **Claims Consultant**. **Role Objectives**: This Claims Negotiator role will be responsible for managing Branch claims assigned, within the branch mandate, within the set standards required by the...

  • Financial Advisor Mpumalanga

    2 months ago

    Nelspruit, South Africa PPS Recruitment Full time

    **Job Advert Summary**: **Purpose of the Job**: **Scope of the Job**: **Minimum Requirements**: **Formal Qualifications**: - Matric (Grade 12) - Relevant commercial/legal/related industry specific NQF L6 tertiary qualification is the minimum preferable - NQF L7 and higher is highly advantageous - RE 5 completed - FAIS fit and proper - Successful completion...

  • Consultant, Provincial Prestige

    1 week ago

    Nelspruit, South Africa Standard Bank Group Full time

    Job title : Consultant, Provincial Prestige & PrivJob Location : Mpumalanga, NelspruitDeadline : December 05, 2024Quick Recommended Links Jobs by Location Job by industries Job Description  To support the provincial manager/team leader in achieving the provincial (prestige and private) goals, income and profit budgets by way of managing the behaviour of...

  • Business Development Manager: Sales Growth

    2 days ago

    Nelspruit, Mpumalanga, South Africa Absa Group Limited Full time

    Job TitleConsultant: Sales (FAIS)Company OverviewAbsa Group Limited is a leading financial institution that aims to grow its customer base through acquisition and increased customer profitability.SalaryR1,200,000 - R1,500,000 per annum, depending on experience.Job DescriptionTo gain new customers and increase the portfolios of current customers through...

  • Senior Financial Services Specialist

    1 month ago

    Nelspruit, Mpumalanga, South Africa Sanlam Full time

    About the RoleSanlam is a leading Financial Services Institution seeking a highly skilled and experienced professional to fill the position of Senior Financial Services Specialist.Key ResponsibilitiesGain and maintain in-depth understanding of SRM product ranges.Provide sound financial advice and high level of client service in a Branch context.Create...

  • Senior Financial Services Professional

    2 weeks ago

    Nelspruit, Mpumalanga, South Africa Sanlam Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Services Professional to join our team at Sanlam.Job OverviewThis role is responsible for promoting Sanlam Retail Mass's products and increasing market share through providing sound financial advice and high-level client service in a branch context.Key ResponsibilitiesGaining and...

  • MFC Salaried Financial Professional

    4 days ago

    Nelspruit, Mpumalanga, South Africa Old Mutual Full time

    Job Title: MFC Salaried Financial AdvisorWe are seeking a highly skilled and experienced Financial Advisor to join our team at Old Mutual in Mpumalanga. As a key member of our sales team, you will be responsible for providing expert advice to clients on a range of financial products and services.Key Responsibilities:Provide personalized financial advice to...

  • Business Manager Mid: Ncb

    6 days ago

    Nelspruit, South Africa Nedbank Full time

    **Business Manager Mid: NCB** - Requisition Number 137214- Closing Date-09 December 2024- Location - Mpumalanga Lowveld NCB- Talent Acquisition Consultant - Veronica Manyike- Job Family- Sales and Service - Career Stream- Relationship Management - Leadership Pipeline- Manage Self: Professional (MSP) - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To...

  • Senior Financial Consultant

    4 days ago

    Nelspruit, Mpumalanga, South Africa Old Mutual Full time

    Job Title: Senior Financial ConsultantWe are seeking an experienced Financial Advisor to join our team in Mpumalanga. This role provides advice on a range of financial products to allocated markets, with individual accountability for achieving results through own efforts.Role Description:Provides financial advice in line with customer value proposition and...

  • Financial Services Professional

    1 day ago

    Nelspruit, Mpumalanga, South Africa Sanlam Group Full time

    Job Title: Financial Services ProfessionalEstimated Salary: R450,000 per annumJob OverviewThe Sanlam Group is seeking a skilled Financial Services Professional to join our team in Nelspruit. As a key member of our sales team, you will be responsible for delivering exceptional customer service and driving business growth.Key ResponsibilitiesSales...

  • Sanlam Financial Adviser: Escarpia Bluestar

    6 months ago

    Nelspruit, 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...