FNB Bank Teller Vacancies – Private Client Advisor Rural

Website FNB South Africa

Job Description:

To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles

Job Responsibilities:

  • Prevent wastage and identify process improvements to contain and reduce costs
  • Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
  • Deliver internal and external customer service excellence through adherence to quality service standards
  • Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
  • Participate in planned activities that are appropriate for own development
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes
  • Provide appropriate banking and financial solutions across an allocated portfolio of clients
  • Develop new insights into situations and apply innovative solutions to make organisational improvements
  • Identify and utilise opportunities for revenue growth to deliver on sales targets
  • Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
  • Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
  • Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG

Qualification & Experience:

  • Experience – 3 to 5 years experience in a similar environment (strong background in Banking /Investment / Financial Planning / Wealth Management
  • Minimum Qualification – Relevant Educational and professional background Degree in Banking, Finance, Economics or Accounting RE
  • Preferred Qualification – Certified Financial Planner (CFP)

Job Details:

Company: FNB South Africa

Vacancy Type:  Full Time

Job Location: Richards Bay, Kwazulu Natal, SA

Application Deadline: N/A

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