Branch External Sales and Service Advisor OBR

FirstRand Limited; Pretoria; On-site; ZAR 180,000 - 360,000; Full time

Job summary

FirstRand Limited's FNB Points of Presence is looking for a Branch External Sales and Service Advisor. In a high‑volume branch, you will provide compliant financial advice, welcome existing clients, and tailor solutions to their financial needs.

You will build long‑term relationships, meet sales and service targets, and uphold FAIS, FICA and TCF standards while delivering excellent customer experience. This role offers growth in a dynamic team and local market impact.

Qualifications

• FAIS and TCF awareness and client-centric advice
• Experience meeting sales, service and compliance targets
• Strong understanding of client needs and financial advice principles

Responsibilities

• 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 customers by living up to the brand promise of "how can we help you?"
• Analyze customer data and provide appropriate financial advice and solutions aligned to client 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

Skills

Client relationship skills

Sales orientation

Communication skills

Problem solving

Education

Grade 12 / NQF Level 4

NQF Level 5 Banking/Business Admin/Customer Service

Job description

Job Description

To drive sales performance by applying established processes to achieve individual targets within the assigned area. Build and sustain strong customer relationships through effective engagement and exceptional service delivery. Contribute to team success by consistently meeting objectives and supporting a superior customer experience.

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 values our differences and 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 for welcoming 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

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.

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.

22/10/26