Branch External Sales and Service Advisor: Grow Client Relationships

RMB; KwaMakhutha; Vor Ort; ZAR 591.000 - 625.000; Vollzeit

Zusammenfassung

FNB Amanzimtoti seeks a Branch External Sales and Service Advisor to deliver tailored financial solutions in a fast-paced POP environment. You will build lasting client relationships, educate customers on suitable banking platforms, and ensure accurate records while meeting sales and service targets.

You will operate within FAIS and TCF guidelines, uphold ethical standards, and stay current with product knowledge to grow the local customer base and contribute to branch success.

Qualifikationen

• Minimum qualification: Grade 12 / NQF Level 4.
• Preferred qualification: NQF Level 5 in Banking, Business Admin, or related field.
• 1–3 years of experience in customer-facing roles within financial services.

Aufgaben

• Build and manage long-term client relationships to support retention and growth.
• Provide a positive customer experience by being helpful and responsive to transactional needs.
• Educate customers on Banking platforms aligned with their needs.
• Deliver brand-aligned service with a focus on FAIS-compliant advice.
• Maintain accurate and complete client records and documentation.
• Achieve individual and branch sales and service targets.
• Conduct oneself with ethical standards and professionalism.
• Stay informed on industry trends and product knowledge.

Kenntnisse

FAIS knowledge

TCF compliance

Client-focused advice

Strong communication

Persuasive selling

Agile and flexible

Planning

Attention to detail

Independence

Teamwork

Ausbildung

Grade 12 / NQF4

NQF5 Certificate in Banking or related

Jobbeschreibung

FNB Amanzimtoti seeks a Branch External Sales and Service Advisor to deliver tailored financial solutions in a fast-paced POP environment. You will build lasting client relationships, educate customers on suitable banking platforms, and ensure accurate records while meeting sales and service targets.

You will operate within FAIS and TCF guidelines, uphold ethical standards, and stay current with product knowledge to grow the local customer base and contribute to branch success.