Client-First Branch Sales & Service Advisor

RMB

Vereeniging

On-site

ZAR 508,000 - 687,000

Full time

7 days ago
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Job summary

FNB is seeking a Branch External Sales and Service Advisor in Vereeniging to deliver compliant financial guidance in a busy POP environment. You will focus on understanding client needs, offering suitable product solutions, and sustaining client relationships in line with FAIS and TCF rules.

The role emphasizes high-volume service, ethical advice, and achievement of sales and service targets while maintaining accurate client records and proactive follow-ups.

Qualifications

  • Minimum qualification: Grade 12 / NQF Level 4; FAIS, TCF knowledge advantageous.
  • 1–3 years in customer-facing environments within financial services with sales, service and compliance targets.
  • Ability to build relationships, work in a high-volume branch and maintain ethical client advisement.

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 the banking platform aligned with their needs and goals.
  • Achieve individual and branch sales and service targets.
  • Maintain accurate client records and documentation and manage leads/follow-ups.

Skills

Client-focused
Sales targets
Strong communication
Problem solving

Education

Grade 12 / NQF4
NQF5 Banking/Business/Customer Service

Job description

FNB is seeking a Branch External Sales and Service Advisor in Vereeniging to deliver compliant financial guidance in a busy POP environment. You will focus on understanding client needs, offering suitable product solutions, and sustaining client relationships in line with FAIS and TCF rules.

The role emphasizes high-volume service, ethical advice, and achievement of sales and service targets while maintaining accurate client records and proactive follow-ups.

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