Branch External Sales & Service Advisor: Grow Relationships

Wesbank; Durban; On-site; ZAR 362,000 - 604,000; Full time

Job summary

FNB Points of Presence in Durban seeks a Branch External Sales and Service Advisor to deliver compliant, professional financial advice in a high-volume branch. You will build relationships, assess client needs, and provide tailored banking solutions while adhering to FAIS and TCF policies.

The role focuses on client-centric service, achieving sales and service targets, and ethical conduct. You will manage leads, document interactions, and stay informed on product knowledge to support customers.

Qualifications

• FAIS, TCF and client-centric advice principles are essential.
• Proven ability to meet sales, service and compliance targets.
• Strong ethics and accurate client recordkeeping.

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide compliant financial advice and walk-in clients through solutions.
• Educate customers on suitable banking platforms and products.
• Manage leads, referrals and follow-ups within defined timelines.
• Maintain accurate client documentation and ensure target achievement.

Skills

FAIS knowledge

TCF awareness

Sales targets

Client-focused

Communication

Education

Grade 12 / NQF 4

NQF 5 certificate in Banking

Job description

FNB Points of Presence in Durban seeks a Branch External Sales and Service Advisor to deliver compliant, professional financial advice in a high-volume branch. You will build relationships, assess client needs, and provide tailored banking solutions while adhering to FAIS and TCF policies.

The role focuses on client-centric service, achieving sales and service targets, and ethical conduct. You will manage leads, document interactions, and stay informed on product knowledge to support customers.