External Banking Solutions & Service Advisor

FirstRand Bank Limited; Kariega; On-site; ZAR 240,000 - 360,000; Full time

Job summary

FirstRand Bank Limited seeks an External Sales and Service Advisor to deliver exceptional customer experiences and tailored financial solutions in a fast-paced banking environment. You will drive sales targets, manage end-to-end client interactions, and maintain product knowledge across pricing, procedures, and timelines.

The role requires FAIS/NQF Level 5 qualifications and completion of the First Level Regulatory Examination, with a focus on cross-selling and governance compliance within

Qualifications

• FSCA FAIS compliant with an NQF 5 qualification is required.
• First Level Regulatory Examination completed.
• Track record in meeting sales targets and building client relationships.

Responsibilities

• Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.
• Maximise Business Portfolio cross sell opportunities and strengthen 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.
• Maintenance of expert knowledge on specific products, pricing, application procedure, processing, and timelines in order to drive and achieve relevant 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 make contact with existing or new customer 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 in order to achieve sales targets.
• Deliver the end-to-end client management process through continuous engagement with the client on process milestones, selling the FNB value proposition, facilitating the application process on behalf of the client, prepare the proposal to credit, manage internal dependencies, close the deal and manage post sales queries when relevant.
• Analyse competitor information gathered and ensured active monitoring of market trends and influences.
• Identify new business opportunities that impact on the industry.
• Track, control, and influence sales activities with the specific aim to achieve previously determined sales targets in line with quality, productivity and sales requirements.
• Manage own development to increase own competencies.

Skills

Banking sales

Customer relationship

FAIS compliance

Sales targets

Education

NQF Level 5 (FSCA FAIS)

First Level Regulatory Examination

Job description

FirstRand Bank Limited seeks an External Sales and Service Advisor to deliver exceptional customer experiences and tailored financial solutions in a fast-paced banking environment. You will drive sales targets, manage end-to-end client interactions, and maintain product knowledge across pricing, procedures, and timelines.

The role requires FAIS/NQF Level 5 qualifications and completion of the First Level Regulatory Examination, with a focus on cross-selling and governance compliance within