Branch External Sales & Service Specialist

firstrand

KwaMakhutha

On-site

ZAR 180,000 - 240,000

Full time

6 days ago
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Job summary

FirstRand's FNB invites experienced customer-focused professionals to join as an External Sales and Service Advisor in KwaMakhutha. You will respond to client needs with tailored banking solutions while upholding policies.

You will build relationships, educate clients on banking platforms, manage leads, and work toward sales and service targets in a fast-paced environment. The role emphasizes FAIS compliance and ethical advice.

Qualifications

  • Minimum Grade 12/NQF 4 or equivalent.
  • 1–3 years in customer-facing roles within financial services.
  • Understanding of FAIS, TCF and client-centric advice.

Responsibilities

  • Build and manage long-term client relationships to support retention and growth.
  • Deliver a positive customer experience by addressing transactional needs.
  • Educate customers on the banking platform that best fits their needs.
  • Analyze customer data and provide appropriate financial advice in line with FAIS.
  • Maintain accurate client records and documentation.
  • Achieve individual and branch sales and service targets.
  • Manage leads, referrals and client follow-ups within agreed timelines.

Skills

Client relationship management
Excellent communication
Sales and service orientation
Financial advisory (FAIS)
Problem solving
Team collaboration
Ethical conduct

Education

Grade 12 / NQF 4
NQF Level 5 Certificate in Banking / FAIS related

Job description

FirstRand's FNB invites experienced customer-focused professionals to join as an External Sales and Service Advisor in KwaMakhutha. You will respond to client needs with tailored banking solutions while upholding policies.

You will build relationships, educate clients on banking platforms, manage leads, and work toward sales and service targets in a fast-paced environment. The role emphasizes FAIS compliance and ethical advice.

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