Branch External Sales and Service Advisor OBR

FirstRand Bank India; KwaMakhutha; Vor Ort; ZAR 180.000 - 240.000; Vollzeit

Zusammenfassung

FirstRand Bank India invites applications for a Branch External Sales and Service Advisor in KwaZulu-Natal. You will deliver compliant, professional financial advice to walk-in and existing clients in a high-volume branch while focusing on client needs and building lasting relationships.

Role requires FAIS/FICA/T C F awareness, product recommendations aligned with client goals, and meticulous record-keeping to meet branch targets. Embrace the brand promise of how can we help you?

Qualifikationen

• FAIS, TCf and client-centric advice principles are required.
• Experience in financial services and client-facing roles preferred.
• Ability to meet sales, service and compliance targets.

Aufgaben

• Build and manage long-term client relationships in a high-volume branch.
• Provide compliant, professional financial advice to walk-in and existing clients.
• Educate customers on banking platforms and suitable products.
• Maintain accurate client records and documentation.
• Achieve branch sales and service targets while upholding ethics.

Kenntnisse

FAIS knowledge

TCF awareness

Client relationship management

Sales targets

Ethical conduct

Ausbildung

Grade 12 / NQF 4

NQF Level 5 Certificate in Banking/Business Admin/Customer Service

Tools

FAIS compliance tools

Jobbeschreibung

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 BranchExternal 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 inFNB 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 willbe responsible forproviding 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, offeringappropriate productsolutions, and ensuring ongoing client relationship management in line with FAIS, FICAlegislationand 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.
• Analyzecustomer data andprovideappropriate financial advice and solutions aligned to client financial goals andin accordance withFAIS requirements
• Maintainaccurateand 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 incustomer‑facingenvironments, service delivery, or client support within financial services

You will be an ideal candidate if youpossessthe 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 communicationand 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

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.

18/10/26

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 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.