Branch External Sales and Service Advisor OBR

Fnbnamibia; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FNB in Cape Town seeks a Branch External Sales and Service Advisor OBR to deliver tailored financial guidance in a high-volume branch. You will build client relationships, educate customers on banking platforms, and provide compliant advice in line with FAIS and TCF.

In this role you will manage leads, achieve sales targets, maintain records, and stay updated on product knowledge. A Grade 12 with FAIS awareness is required, with 1–3 years in customer-facing financial services.

Qualifications

• Must have Grade 12 / NQF4.
• 1–3 years in a customer-facing environment, preferably financial services.
• FAIS and TCF awareness and adherence to policy.

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide compliant, professional financial advice to walk-in and existing clients.
• Educate customers on banking platforms aligned with their needs.
• Maintain accurate client records and documentation.
• Achieve individual and branch sales and service targets.
• Stay updated on product knowledge and industry trends.

Skills

Client-facing

FAIS knowledge

TCF compliance

Sales targets

Communication

Education

Grade 12 / NQF4

NQF5 certificate in Banking/Business Admin/Customer Service

Job description

Branch External Sales and Service Advisor OBR page is loaded## Branch External Sales and Service Advisor OBRlocations: Vineyard Road, Claremont, Cape Town, 7735time type: Full timeposted on: Posted Todaytime left to apply: End Date: November 10, 2026 (6 days left to apply)job requisition id: 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.* 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.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via.