Branch Financial Solutions & Service Advisor

FirstRand Limited

Durban

On-site

ZAR 210,000 - 290,000

Full time

8 days ago
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Job summary

FirstRand Limited's FNB Points of Presence in Durban is seeking a Branch External Sales and Service Advisor to deliver compliant, professional financial advice in a high-volume environment. You will build long-term client relationships, educate customers on banking solutions, and manage leads to drive retention and growth.

Ideal candidates have FAIS/TCF knowledge, Grade 12, and 1–3 years' financial services experience, with strong communication and a client-centric approach ready to contribute

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.

Responsibilities

  • Build and manage long-term client relationships to support retention and growth.
  • Provide compliant, professional financial advice in a high-volume branch.
  • Educate customers on banking platforms aligned with their needs.
  • Manage leads, referrals, and follow-ups within agreed turnaround times.
  • Maintain accurate and complete client records and documentation.

Skills

Client-centric advice
Sales targets
Strong communication
Analytical thinking
Relationship building

Education

Grade 12 / NQF Level 4
NQF Level 5 Banking/Business/Customer Service

Job description

FirstRand Limited's FNB Points of Presence in Durban is seeking a Branch External Sales and Service Advisor to deliver compliant, professional financial advice in a high-volume environment. You will build long-term client relationships, educate customers on banking solutions, and manage leads to drive retention and growth.

Ideal candidates have FAIS/TCF knowledge, Grade 12, and 1–3 years' financial services experience, with strong communication and a client-centric approach ready to contribute

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