External Sales and Service Advisor Lead OBR

Wesbank; Cape Town; On-site; ZAR 593,000 - 681,000; Full time

Job summary

FNB is seeking an External Sales and Service Advisor Lead in Cape Town to drive sales performance, build strong customer relationships, and deliver exceptional service. You will apply established processes to achieve targets, manage the full client lifecycle from prospecting to post-sale support, and ensure governance and regulatory compliance across activities.

Ideal candidates will hold FSCA FAIS NQF Level 5 qualification and First Level Regulatory Examination, with a proven track record of

Qualifications

• Demonstrated ability to apply sales processes within a defined area to hit targets and grow client relationships.
• Deliver end-to-end client management from lead generation to credit application and post-sale support.
• Understand market needs and deliver tailored banking solutions to a portfolio of clients.

Responsibilities

• Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.
• Deliver the end-to-end client management process from lead generation to credit application, credit processing and post-sale follow-up.
• Ensure governance and regulatory compliance; perform credit checks as required by NCA.
• Source new leads via internal pipelines and external channels; engage prospective clients to sell banking products.
• Maintain up-to-date knowledge of product pricing, procedures, and timelines to drive sales results.

Skills

Sales process execution

Customer relationship management

Market understanding

Governance & compliance

Education

FSCA FAIS NQF Level 5 qualification

First Level Regulatory Examination

Job description

## External Sales and Service Advisor Lead OBRApply: Cape Town: Full time: Posted Today: End Date: October 14, 2026 (6 days left to apply): R53095# **Job Description**To drive sales performance by applying established processes to achieve individual targets within the assigned area. Build and sustain strong customer relationships through effective engagement and exceptional service delivery. Contribute to team success by consistently meeting objectives and supporting a superior customer experience.**Hello Future External Sales and Service Advisor Lead OBR**Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.As part of our team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.**Are you someone who can:**Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.**You will be an ideal candidate if you have:*** Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification or high qualification.* Completed First Level Regulatory Examination**You will have access to:*** Opportunities to network and collaborate.* A challenging working environment* Opportunities to innovate.**You will be a match if you are:*** Achievement of targets for business.* 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. · 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.**Additional Requirements:**In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.**Apply now if you are interested in taking the next step. We look forward to engaging with you!**