External Banking Sales & Service Advisor

FirstRand Bank Limited

Durban

On-site

ZAR 240,000 - 420,000

Full time

7 days ago
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Job summary

FirstRand Bank Limited in South Africa seeks an external sales and service advisor to drive client acquisition and relationship management in a fast-paced banking environment.

You will apply structured sales processes, cross-sell opportunities, and provide tailored financial solutions while maintaining high service standards and regulatory compliance. Durban-based role with prospects across the region.

Qualifications

  • Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.
  • Understand, read, and anticipate the market and clients’ needs to design and deliver innovative, customized value adding solutions to portfolio of clients.
  • Deliver exceptional service that exceeds clients’ expectations through proactive, innovative, and appropriate solutions.
  • Maximise Business Portfolio cross sell opportunities and strengthen client relationships.

Responsibilities

  • Maintain expert knowledge on specific products, pricing, application procedures, processing, and timelines to drive and achieve sales targets.
  • Understand reasons for and comply with governance in terms of legislation and audit requirements.
  • Retrieve all qualified leads from internal channel sales pipeline and contact existing or new customers to generate a sale.
  • Source new leads through external contacts and other channels to increase customer base if required.
  • Contact prospective clients and sell appropriate banking products to achieve sales targets.
  • Deliver end-to-end client management through engagement with the client on milestones, present the FNB value proposition, facilitate the application process, manage dependencies, close the deal and address post-sale queries.
  • Analyse competitor information and monitor market trends and influences.
  • Identify new business opportunities that impact the industry.
  • Track, control, and influence sales activities to meet targets in line with quality and productivity requirements.
  • Manage personal development to increase competencies.
  • In accordance with National Credit Act (NCA) candidates will require a credit record check.

Skills

Sales processes
Client relationships
Target achievement
Governance & compliance
Communication

Education

FSCA FAIS NQF Level 5 qualification or higher
First Level Regulatory Examination

Job description

FirstRand Bank Limited in South Africa seeks an external sales and service advisor to drive client acquisition and relationship management in a fast-paced banking environment.

You will apply structured sales processes, cross-sell opportunities, and provide tailored financial solutions while maintaining high service standards and regulatory compliance. Durban-based role with prospects across the region.

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