Branch External Sales and Service Advisor OBR

RMB; KwaMakhutha; Sur place; ZAR 591 000 - 625 000; Plein temps

Résumé du poste

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.

Qualifications

• 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.

Responsabilités

• 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.

Connaissances

FAIS knowledge

TCF compliance

Client-focused advice

Strong communication

Persuasive selling

Agile and flexible

Planning

Attention to detail

Independence

Teamwork

Formation

Grade 12 / NQF4

NQF5 Certificate in Banking or related

Description du poste

## Branch External Sales and Service Advisor OBRApply: Amanzimtoti: Full time: Posted Today: End Date: October 18, 2026 (4 days left to apply): R53922# **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**Hello Future Branch External Sales and Service Advisor**Welcome 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**, 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 times**Qualification & 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 targets* You 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.**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