Client-Focused Branch Sales & Service Advisor

RMB Nigeria Limited; Roodepoort; On-site; ZAR 240,000 - 360,000; Full time

Job summary

FNB Points of Presence: Branch External Sales and Service Advisor role focusing on delivering compliant financial advice to walk-in and existing clients within a high-volume service branch. You will build lasting client relationships, educate customers on banking platforms, and drive sales while maintaining strict regulatory standards.

The position emphasizes understanding client needs, effective service delivery, and ongoing relationship management in line with FAIS and TCF principles within a

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

Responsibilities

• Build and manage long-term client relationships to support retention and growth
• Provide compliant, professional financial advice and to walk in and existing clients within a high-volume service branch environment
• Educate customers to the correct Banking platform aligned with their needs
• Achieve individual and branch sales and service targets
• Maintain accurate and complete client records and documentation
• Stay updated on industry trends and product knowledge
• Manage leads, referrals, and client follow-ups within agreed turnaround times

Skills

Client relationship management

Sales targets achievement

Communication skills

FAIS knowledge

TCF awareness

Interpersonal skills

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking / Business Administration / Customer Service

Job description

FNB Points of Presence: Branch External Sales and Service Advisor role focusing on delivering compliant financial advice to walk-in and existing clients within a high-volume service branch. You will build lasting client relationships, educate customers on banking platforms, and drive sales while maintaining strict regulatory standards.

The position emphasizes understanding client needs, effective service delivery, and ongoing relationship management in line with FAIS and TCF principles within a