Branch External Sales and Service Advisor

FirstRand; Durban; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in Durban seeks a professional to enhance customer experiences through tailored financial solutions. The ideal applicant should demonstrate strong sales skills and capability in maintaining robust client relationships. Responsibilities include achieving sales targets and identifying opportunities for client growth, all while adhering to compliance standards. This role is integral to delivering high-quality service in a fast-paced environment.

Qualifications

• Experience in delivering tailored customer solutions in a fast-paced environment.
• Ability to achieve sales targets and optimize sales opportunities.
• Knowledge of compliance and governance standards.

Responsibilities

• Deliver exceptional customer service and tailored financial solutions.
• Achieve sales targets and maintain client relationships.
• Identify opportunities to grow the customer base.

Skills

Customer experience understanding

Sales management

Financial solutions knowledge

Cross-selling

Risk identification

Team collaboration

Job description

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 procedures.

• Execute own work in accordance with the organisational values and code of ethics.
• Comply with and adhere to identified governance and compliance standards and ... and elevate problems for investigation and resolution. Identify and elevate risk as part of normal work.
• Produce high quality work by adhering to predefined standards and procedures and in accordance with compliance and governance standards.
• Work with enhanced processes and procedures to maintain operational efficiencies.
• Deliver work in an accurate manner to ensure consistent results.
• Draw on knowledge and experience to identify and develop solutions that lead to improved service delivery and quality.
• Adhere to quality standards, turnaround times and company policies and procedures.
• Complete relevant administration, reporting and updating of information accurately and on time.
• Achieve sales targets in line with performance scorecards and achieve an acceptable cost of sales ratio through pipeline management and sales quality.
• Identify opportunities to increase sales revenue and to grow the organisational client base while containing costs.
• Assist with retaining or signing unbanked customer base with a view to improve and increase profitability.
• Maximise sales by selling packaged financial solutions to clients.
• Maintain specialised knowledge on all FirstRand approved products, application procedure, fulfilment processes and timelines to drive and achieve relevant sales targets.
• Maximise cross‑selling opportunities.
• Drive adoption of digital and other self‑service options across client base.
• Contribute to teamwork and inclusivity within own team.
• Contribute to cost efficiencies through responsible utilisation of work‑related resources.
• Achieve expected financial targets and uphold associated service levels.
• Build and maintain stakeholder relationships.
• Deliver customer service through adherence to quality service standards.

Transport Mobility is required

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below: 24/01/26.

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 fulfil 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.