Branch External Sales & Service Advisor: Grow Relationships

FirstRand Limited

Roodepoort

On-site

ZAR 201,000 - 335,000

Full time

5 days ago

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Job summary

FirstRand Limited's FNB Points of Presence (POP) is seeking a Branch External Sales and Service Advisor to deliver compliant, professional financial advice in a high-volume branch. You will build relationships, educate clients on banking platforms, and ensure documentation and records are accurate.

The role emphasizes FAIS, FICA, and TCF adherence, sales and service targets, and personal development within an inclusive team.

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 compliant, professional financial advice and walk-in and existing clients in a high-volume service branch environment.
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.
Maintain accurate and complete client records and documentation.
Achieve individual and branch sales and service targets.
Stay updated on industry trends and product knowledge.
Manage leads, referrals, and client follow-ups within agreed turnaround times.