Universal Advisor Pipeline

RMB

Adhere to policy and process
Identify and sell products
Migrate customers to echannels
The role requires providing a positive customer experience by directing clients to the correct channels while adhering to strict policies

Job Summary

  • The role requires providing a positive customer experience by directing clients to the correct channels while adhering to strict policies.
  • Employees must identify customer needs to sell or cross-sell products and maximize opportunities for digital channel adoption.
  • Candidates are expected to fulfill transaction benchmarks and demonstrate accountability for their own performance and career growth.

Matching Summary

The role requires providing a positive customer experience by directing clients to the correct channels while adhering to strict policies.

Skills & Requirements

Must-have

  • adhere to policy and process
  • identify and sell products
  • migrate customers to eChannels
  • ethical conduct and TCF principles

Nice-to-have

  • exceptional customer experience delivery
  • adaptability to changing business needs
  • commitment to personal career development

Key Requirements

  • complete training specific for role as per eCareers
  • understand risk associated with decisions
  • align with FirstRand Group Employment Equity plan

Work Rights

Not specified

Tailored Resume

Cover Letter