Branch External Sales and Service Advisor OBR

FirstRand Bank India; Roodepoort; On-site; ZAR 179,000 - 257,000; Full time

Benefits offered by this job

Employment Equity

Disability-friendly policy

Job summary

FNB is seeking a Branch External Sales and Service Advisor to deliver tailored financial solutions in a high-volume branch. You will build long-term client relationships, advise on suitable products, and ensure compliant service in line with FAIS and TCF requirements.

The role emphasizes customer-focused service, accurate record-keeping, and attainment of branch targets. A strong ethical approach and proactive engagement with clients are essential to success.

Qualifications

• Minimum Grade 12 / NQF Level 4
• Preferred NQF Level 5 Certificate in Banking or related field recognized by FAIS
• 1–3 years experience in customer-facing environments within financial services

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
• Educate customers on 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 aligned to client goals
• Maintain accurate and complete client records and documentation
• Achieve individual and branch sales and service targets
• Maintain ethical conduct and compliance
• Take accountability for personal development and performance
• Show empathy to customers
• Stay updated on industry trends and product knowledge
• Manage leads, referrals and client follow-ups within agreed timescales

Skills

FAIS knowledge

TCF compliance

Client-centric advice

Sales targets

Education

Grade 12 / NQF4

NQF5 Banking Certificate

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

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

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.

12/10/26

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 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.