First Rand Jobs – Branch Consultant FAIS E

Website FirstRand

Job Description:

Provide 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.
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Job Responsibilities:

  • 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.
  • Contribute to the overall effectiveness and success of the team.
  • Optimize every customer interaction to migrate cash transactions and/or convert customer to eChannels and encourage use of digital and self-service channels.
  • Adhere to the TCF (Treating Customer fairly) principles in all that you do.
  • Takes accountability for own performance, personal and career development.
  • Improve knowledge and competencies by completing role specific training as per eCareers.
  • Leads identified converted into successful sales.
  • Maintain an ability to adapt to ever changing business and customer needs.
  • Educate customers on correct eChannels to maximize channel optimisation opportunities identified aligned to customer needs.
  • Demonstrates behaviour in support of the organizational values.
  • 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.
  • Conduct themselves in an ethical manner at all times.
  • Resolve all customer queries efficiently, and within agreed timelines.
  • Ensure activities support cost containment and reduction.

Job Requirements:

  • Minimum Qualification : NQF 4 Qualification
  • Person must not be an unrehabilitated insolvent
  • FAIS – Yes
  • Experience : 1-2 years related experience
  • Regulatory Exam qualification
  • An appropriate recognised business Diploma or Higher Certificate at NQF level 6
  • Preferred Qualification : Relevant NQF 5 qualification as prescribed by the Financial Services Board

Job Details:

Company: FirstRand

Vacancy Type: Full Time 

Job Location: Dube, Gauteng, SA

Application Deadline: N/A

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