Branch External Sales and Service Advisor OBR

Job Description

To deliver an exceptional customer experience by understanding and responding to individual needs and aspirations. Provide tailored, value-adding solutions in a fast-paced environment, while consistently adhering to company policies and procedures Execute own work in accordance with the organisational values and code of ethics. Comply with and adhere to identified governance and compliance standards and elevate risks as normal part of work Identify and elevate risk as normal part of work.

Produce high quality work by adhering to predefined standards and procedures and in accordance with compliance and governance standards. Work with enhanced processes and procedures to maintain operational efficiencies. Deliver work in an accurate manner to ensure consistent results. Draw on knowledge and experience to identify and develop solutions that leads to improved service delivery and quality Adhere to quality standards, turnaround times and Company policies and procedures.

Complete relevant administration, reporting and updating of information accurately and on time. Achieve sales targets in line with performance scorecards and achieve an acceptable cost of sales ratio through pipeline managements and sales quality. Identify opportunities to increase sales revenue and to grow the organisational client base while containing costs. Assist with retaining or signing unbanked customer base with a view to improve and increase profitability.

Maximise sales by selling packaged financial solutions to clients. Maintain specialised knowledge on all First Rand approved products, application procedure, fulfillment processes and timelines to drive and achieve relevant sales targets. Maximise cross‑selling opportunities. Drive adoption of digital and other self‑service options across client base. Contribute to teamwork and inclusivity within own team. Contribute to cost efficiencies through responsible utilisation of work related resources.

Achieve expected financial targets and uphold associated service levels. Build and maintain stakeholder relationships. Deliver customer service through adherence to quality service standards.

All appointments will be made in line with First Rand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfil 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.

First Rand 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), First Rand 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, Wes Bank, Ashburton Investments, Aldermore, Moto Novo and Direct Axis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services.

The First Rand 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.