Branch Delivery Support Advisor

In brief

**Overview** This role is for a Branch Delivery Support Advisor at First National Bank. The position involves contributing to the financial performance and asset growth of a Business Unit by actively monitoring and influencing sales activities, expanding the client portfolio through prospecting, and maximising cross-selling opportunities. The advisor is also responsible for delivering exceptional customer service, managing leads, analysing market trends for business opportunities, and ensuring efficient transaction processing and reporting, while also focusing on personal development. **What you will do** * Achieve embedded value hurdle rates and performance targets. * Support the growth of the Business Unit’s assets and contribute to overall financial performance. * Monitor, manage, and influence sales activities to ensure predefined sales targets are met. * Maximise cross-selling opportunities while strengthening client relationships at the point of sale. * Grow the active customer account base through proactive prospecting “hunting” to expand the client portfolio. * Consistently deliver exceptional service by offering proactive, innovative, and appropriate solutions that exceed customer expectations. * Leverage existing client relationships to grow the portfolio through regular engagement and lead generation. * Provide accurate and reliable sales reporting through daily cash-ups. * Capture all qualified leads in the sales pipeline or customer relationship management CRM system and update it daily. * Analyse competitor intelligence and actively monitor market trends and key influencers to identify new industry-related business opportunities. * Review all transactions daily to ensure new business applications are completed within required turnaround times. * Track and manage sales activities to continuously improve personal sales performance. * Take ownership of personal development to enhance skills, knowledge, and competencies. **Requirements (from the original advert)** * Minimum Qualification: Grade 12/ NQF Level 4 * Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS. * Preferred: Regulatory Examination RE Level 5 * 1–3 years of experience in customer‑facing environments, service delivery, or client support within financial services **Who should apply** The ideal candidate will possess a strong understanding of FAIS, TCF, and client-centric advice principles, with a proven ability to meet sales, service, and compliance targets. Applicants should be client-focused, have an ethical approach to advice, enjoy solving problems, and possess persuasive selling skills. The role requires someone who is agile and flexible, with strong communication and interpersonal skills. The successful candidate will be results-driven, exhibit strong planning and organization skills, demonstrate attention to detail and high compliance awareness, and be capable of working both independently and within a team. **Deadline** October 6, 2026 **Reference** Original posting: https://www.myjobmag.co.za/job/branch-delivery-support-advisor-fnb-south-africa-4 Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

• At least 1 year of experience.

• Agile / Scrum
• Customer service

Extracted automatically from the advert; confirm requirements on the original listing.

Job description

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