5 Banking Professionals jobs in Bloemfontein

Business Segment: Business & Commercial Banking

To implement, scale, entrench, engage, and commercialize the business client value proposition and life journeys across local markets (i.e., business centres) through client engagement platforms, delivered via multi-disciplined squads. To transform local markets into platform businesses and lead the necessary people and culture change.

• Degree: First Degree in Business Commerce

• 8-10 years of significant business banking experience, managing a client portfolio
• Experience in managing income statements and balance sheets; understanding of digital, open banking, and platform integration
• Relationship Banking (Client Coverage)
• Business & Commercial Banking experience

• Challenging Ideas
• Empowering Individuals
• Inviting Feedback
• Change Management (HR)
• Creating Effective Branded Experiences
• Product and Services Knowledge

All recruitment processes comply with applicable laws and regulations. We will never ask for money or any form of payment during our recruitment process. If you encounter such requests, please contact our Fraud line at +27 800222050 or

Note: This job posting is active and not expired.

Job Description

To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research, and sales and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

Hello future Banking Advisor

Welcome to FNB, the home of the chargeables. We design shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Banking & Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious.

Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Are You Someone Who Can;

• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business.
• Ensure effective management of the leads pipeline.
• Develop, encourage, and nurture collaborative relationships across the FRG.
• Continuously assess own performance, seek timely and clear feedback, and request training where appropriate.
• Contribute to innovation by finding faster and more accurate ways of working.
• Provide an efficient administration service through careful and timely planning, reporting, and updating of all relevant information.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative, and appropriate solutions.
• Act responsibly with work-related resources to contribute to cost containment.
• Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing the active customer account base.
• Comply with relevant statutory, legislative, policy, and governance requirements, as well as set processes and procedures related to your area of specialization.
• Provide sound services and recommendations based on customer and client needs, current information, and trends.
• Achieve expected financial targets and uphold associated service levels.

You Will Be an Ideal Candidate If You

• Hold a minimum qualification of RE5 Certificate with a Degree NQF7 level in Finance or Accounting.
• Have 2 to 3 years’ experience within a Sales/Service area of a financial environment.
• Are not unrehabilitated insolvent.

You Will Have Access To

• Opportunities to network and collaborate.
• Challenging working opportunities to innovate.

We Can Be a Match If You Are

• Curious & courageous — driven by always wanting to learn more and brave enough to pursue mastery.
• Committed to ensuring growth and an increase in the customer base by managing existing clients, generating new leads, and growing active accounts.
• Able to comply with statutory, legislative, policy, and governance requirements and related procedures.

#POST

#FNB

We look forward to engaging with you further. Apply now!

Job Details

Take note that applications will not be accepted after 22/07/25. Kindly submit your application before the closing date.

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose their disability information voluntarily. This information will be kept confidential unless required by law.

With over 100 years of rich history and a strong regional and international presence, a career with our family offers the opportunity to be part of this exciting growth journey, shaping our future as a proudly African group.

Job Summary

Job Description

• Participate in lead activities and sales meetings to generate new business.
• Assess client needs using recommended analysis tools and present the value proposition.
• Prepare and present tailored recommendations and quotes, ensuring compliance with FAIS regulations.
• Follow the client engagement process and provide feedback to management.
• Network with stakeholders to promote the value proposition of Absa Advisers.

• Complete all necessary documentation and submit proposals for processing.
• Review client portfolios annually and maintain a healthy relationship.
• Report on lead conversion rates and seek external business opportunities.

• Follow practice management standards, including staff training, coaching, performance discussions, and compliance.
• Maintain fitness and propriety through ongoing training and exams.

Absa Bank Limited is an equal opportunity employer and reserves the right not to make an appointment.

Location: Bloemfontein, Free State

A leading financial services firm is expanding their team and wishes to hire an experienced Property Finance Consultant.

As an experienced Property Finance Consultant, you will be responsible for actively prospecting potential home loan clients through lead providers (agents and originators) and through personal marketing and people engagement opportunities. You will use the appropriate needs analysis based selling techniques to either switch clients from other financial institutions or offer them new home finance packages that are tailor-made and accompanied by the firm’s exceptional service.

Key Responsibilities:

• Source potential clients.
• Identify needs.
• Match relevant product package to relevant need.
• Explain the LOA (Final Grant) and close the deal.
• Maintain customer contact and follow-up.
• Applications capture and file construction.

Qualifications and Experience:

• Minimum of 3 years in external sales/hunting sales, Financial Sales/Home loan sales/Property Sales experience required.
• Stable career track record is essential.
• Must have a clear credit and criminal record.
• Minimum 2 years proven track record in an external sales/hunting sales environment (sales leagues/rankings; records, and achievements).
• Must have operated in an environment that requires proactive prospecting (a hunter) and have worked in a pressurized sales environment.
• Exceptionally strong admin skill set.
• Own reliable transport is essential.

If you meet all the requirements specified above and are interested in furthering the process, kindly contact Patricia Jacobs by sending your detailed CV to

• Medical Aid
• Performance Bonus
• Provident Fund
• Commission