Client-Focused Banking Advisor — External Sales

firstrand; Vereeniging; On-site; ZAR 180,000 - 260,000; Full time

Job summary

FirstRand Group’s FNB Branch External Sales and Service Advisor role invites you to deliver compliant, professional financial guidance at a high-volume branch. You will walk-in and existing clients, analyze financial needs, and offer suitable product solutions while maintaining meticulous records.

Ideal candidates have Grade 12, preferably an NQF5 banking certificate, 1–3 years in financial services, and solid FAIS/TCF understanding.

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
• Strong understanding of FAIS, TCF, and client-centric advice principles
• Proven ability to meet sales, service, and compliance targets

Responsibilities

• Build and maintain long-term client relationships to support retention and growth
• Provide compliant, professional financial advice and solutions to walk-in and existing clients
• Meet individual and branch sales and service targets
• Maintain accurate and complete client records and documentation
• Stay updated on FAIS/TCF requirements and product knowledge

Skills

FAIS knowledge

TCF knowledge

Client-centric advice

Sales targets

Education

Grade 12 / NQF4

NQF5 Banking/ related certificate

Job description

FirstRand Group’s FNB Branch External Sales and Service Advisor role invites you to deliver compliant, professional financial guidance at a high-volume branch. You will walk-in and existing clients, analyze financial needs, and offer suitable product solutions while maintaining meticulous records.

Ideal candidates have Grade 12, preferably an NQF5 banking certificate, 1–3 years in financial services, and solid FAIS/TCF understanding.