Dynamic Branch External Sales & Service Advisor

FirstRand Limited; Pretoria; On-site; ZAR 300,000 - 420,000; Full time

Job summary

FirstRand Limited, through FNB POP, seeks a Branch External Sales and Service Advisor to build lasting client relationships, deliver compliant financial advice, and drive sales in a high-volume branch. You will educate customers, manage leads, and ensure accurate documentation while upholding FAIS and TCF rules.

The role emphasizes customer-centric service, ethical conduct, and personal growth within a dynamic team, with exposure to local market branding and brand promise “how can we help you?”.

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

Responsibilities

• Build and manage long-term client relationships to support retention and growth
• Provide a positive customer experience by being helpful and sensitive to customer needs
• Educate customers on the Banking platform aligned with their needs
• Analyze customer data to provide appropriate financial advice and solutions
• Maintain accurate client records and documentation
• Meet branch sales and service targets
• Uphold ethical standards and compliance requirements

Skills

Client-focused

Persuasive selling

Strong communication

Interpersonal skills

Results-driven

Planning & organization

Attention to detail

Teamwork & independence

Ethical/compliant

Education

Grade 12 / NQF Level 4

NQF Level 5 Banking/Business Admin/Customer Service

Job description

FirstRand Limited, through FNB POP, seeks a Branch External Sales and Service Advisor to build lasting client relationships, deliver compliant financial advice, and drive sales in a high-volume branch. You will educate customers, manage leads, and ensure accurate documentation while upholding FAIS and TCF rules.

The role emphasizes customer-centric service, ethical conduct, and personal growth within a dynamic team, with exposure to local market branding and brand promise “how can we help you?”.