Branch External Sales & Service Advisor - Grow Client Relationships

RMB Nigeria Limited; Pretoria; On-site; ZAR 518,000 - 701,000; Full time

Job summary

FNB is seeking a Branch External Sales and Service Advisor in Pretoria to deliver compliant financial advice to walk-in and existing clients in a high-volume branch. You will build long-term relationships, educate customers on banking solutions, and ensure records and processes meet FAIS and TCF standards.

The role targets sales and service excellence, requiring strong communication, ethical conduct, and the ability to manage leads and stay updated on product knowledge.

Qualifications

• 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

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?” at all times.
• Analyze customer data and provide appropriate financial advice aligned to client goals and FAIS requirements.
• Maintain accurate and complete client records and documentation.
• Achieve individual and branch sales and service targets.
• Conduct yourself in an ethical manner and take accountability for performance.
• Show empathy to customers and stay updated on industry trends and product knowledge.
• Manage leads, referrals, and client follow-ups within agreed turnaround times.

Skills

FAIS knowledge

TCF awareness

Sales-oriented

Customer service

Communication skills

Education

Grade 12 / NQF 4

NQF 5 Banking / Business Admin / FAIS related certificate

Job description

FNB is seeking a Branch External Sales and Service Advisor in Pretoria to deliver compliant financial advice to walk-in and existing clients in a high-volume branch. You will build long-term relationships, educate customers on banking solutions, and ensure records and processes meet FAIS and TCF standards.

The role targets sales and service excellence, requiring strong communication, ethical conduct, and the ability to manage leads and stay updated on product knowledge.