Branch External Sales & Service Pro | Client Growth & Advice

Wesbank; Roodepoort; On-site; ZAR 180,000 - 300,000; Full time

Job summary

First National Bank (FNB) Points of Presence invites applications for a Branch External Sales and Service Advisor. The role involves delivering compliant, professional financial advice to walk-in and existing clients within a high-volume service branch environment, in line with FAIS, FICA and TCF requirements.

You will build relationships, educate customers on suitable banking solutions, and strive to meet sales and service targets while maintaining accurate client records and staying current

Qualifications

• FAIS, TCF and client-centric advice principles are required.
• Sales, service, and compliance targets must be met.
• Strong knowledge of FAIS and regulatory guidelines is essential.

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide a positive customer experience by addressing transactional needs and expectations.
• Educate customers on the banking platform that best fits their needs.
• Connect with customers by upholding the brand promise of how we can help you.
• Analyze customer data to provide suitable financial advice and solutions.
• Maintain accurate client records and documentation.
• Achieve individual and branch sales and service targets.
• Act ethically and responsibly, with accountability for performance and development.
• Show empathy and stay informed on industry trends and product knowledge.
• Manage leads, referrals, and follow-ups within agreed timelines.

Skills

Client focus

Communication

Sales orientation

Interpersonal skills

Attention to detail

Compliance awareness

Education

Grade 12 / NQF 4

NQF Level 5 Banking qualification

Job description

First National Bank (FNB) Points of Presence invites applications for a Branch External Sales and Service Advisor. The role involves delivering compliant, professional financial advice to walk-in and existing clients within a high-volume service branch environment, in line with FAIS, FICA and TCF requirements.

You will build relationships, educate customers on suitable banking solutions, and strive to meet sales and service targets while maintaining accurate client records and staying current