Branch External Sales and Service Advisor OBR

RMB; Cape Town; On-site; ZAR 350,000 - 580,000; Full time

Benefits offered by this job

Career growth

Dynamic team

Personal & professional development

Brand ambassador impact on localmarket

Job summary

FNB Points of Presence in Cape Town is seeking a Branch External Sales and Service Advisor to deliver compliant financial advice in a high-volume branch. You will build long-term client relationships, educate customers on banking platforms, and drive sales while adhering to FAIS and TCF principles.

Ideal candidates will have Grade 12, a FAIS-recognized Level 5 certificate, and 1–3 years in customer-facing financial services roles, with strong communication and problem-solving skills.

Qualifications

• 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.
• 1–3 years of experience in customer-facing environments, service delivery, or client support within financial services.

Responsibilities

• Provide compliant, professional financial advice in a high-volume branch environment.
• Build and manage long-term client relationships to support retention and growth.
• Educate customers on banking platforms aligned with their needs.
• Manage leads, referrals, and client follow-ups within agreed turnaround times.
• Achieve individual and branch sales and service targets.

Skills

Strong communication

Interpersonal skills

Persuasive selling

Attention to detail

Compliance awareness

Agile / Flexible

Client-focused

Problem solving

Team orientation

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking or related field

Job description

Branch External Sales and Service Advisor OBRBy clicking \"Accept\", you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. Click here to read our cookie policy.### Branch External Sales and Service Advisor OBRApply: Vineyard Road, Claremont, Cape Town, 7735: Full time: Posted Today: End Date: November 10, 2026 (6 days left to apply): R54719# **Job Description**To deliver an exceptional customer experience by understanding and responding to individual needs and aspirations. Provide tailored, value-adding solutions in a fast-paced environment, while consistently adhering to company policies and proceduresHello Future Branch External Sales and Service Advisor OBRWelcome to **FNB**, the home of the **#changeables**. We strive to be a trusted partner helping to create a better world by providing innovative, contextual, and integrated financial solutions. As part of our team in **FNB Points of Presence (POP)**, you will be surrounded by unique talents, and an inclusive environment which value our differences and that lives up to the promise of being deeply invested.As a **Branch External Sales and Service Advisor OBR** you will be responsible for providing compliant, professional financial advice and to walk in and existing clients within a high-volume service branch environment. The role focuses on understanding client financial needs, offering appropriate product solutions, and ensuring ongoing client relationship management in line with FAIS, FICA legislation and Treating Customers Fairly (TCF) principles and FNB governance.Now’s the time to imagine your potential in a team where you can become the best version of yourself.Are you someone who can:* Build and manage long-term client relationships to support retention and growth* Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.* Educate customers to the correct Banking platform aligned with their needs.* Connect with our customers by living up to our brand promise of “how can we help you?” at all times.* Analyze customer data and provide appropriate financial advice and solutions aligned to client financial goals and in accordance with FAIS requirements* Maintain accurate and complete client records and documentation* Achieve individual and branch sales and service targets* Conduct yourself in an ethical manner.* Take accountability for your own performance, personal and career development.* Show empathy to customers.* Stay updated on industry trends and product knowledge.* Manage leads, referrals, and client follow-ups within agreed turnaround timesQualification & Experience Requirement* **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* **1–3 years of experience** in customer‐facing environments, service delivery, or client support within financial services# You will be an ideal candidate if you possess the following: * Strong understanding of FAIS, TCF, and client-centric advice principles* Proven ability to meet sales, service, and compliance targetsYou will have access to:* Opportunities to build relationships as part of a dynamic team.* A challenging working environment* Personal and professional growth* Opportunities to have an impact on a local market as a brand ambassador. + undefined* You can be a match if you are: + Client-focused and have an ethical approach to advice + Enjoy solving problems. + Persuasive selling skills + Agile and Flexible + Strong communication and interpersonal skills + Results-driven with strong planning and organization skills + Attention to detail and high compliance awareness + Ability to work independently and within a team **Apply now** if you are ready to take the next step in your career as an **FNB Points of Presence: Branch External Sales and Service Advisor OBR**, delivering exceptional service, growing customer relationships, and contributing to sustainable business performance**.** 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. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties. # # **Important Closing Date Note**# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**10/11/26All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.