FNB Community Advisor DHA

FirstRand•Bend, OR

30d

About The Position

To 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 adhering to policy and process

Requirements

A completed financial related qualification (NQF5 or higher)

Responsibilities

Achieve the Net Income Return for the Business as defined in the Financial Performance Report of the Business.
Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients.
Convert identified leads into successful sales. Achieve individual targets as set according to appropriate business area or sales plan.
Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
Manage existing clients and grow portfolio through making contact and generating leads through the Net Promoter Tool.
Manage the growth of active customer Account Base to increase client base.
Maximise cross sell opportunities and strengthen client relationships.
Track, control and influence sales activities with the specific aim to achieve previously determined sales targets.
Track, control and influence service activities with the specific aim to achieve previously determined service targets.
Comply with governance in terms of legislative and audit requirements.
Track, control and influence service activities with the specific aim to increase service efficiencies.
Track, control and influence sales activities with the specific aim to increase sales efficiencies.
Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines.
Manage the sales diary (daily) by making agreed number of appointments per month and conduct agreed number of sales presentations per month.
Provide accurate and reliable sales statistics.
Manage own development to increase own competencies.