External Sales and Service Advisor OBR

FirstRand Bank Limited

Bloemfontein

On-site

ZAR 320,000 - 500,000

Full time

4 days ago
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Benefits offered by this job

Networking opportunities
Challenging work environment
Opportunities to innovate

Job summary

FirstRand Bank Limited is seeking a proactive External Sales and Service Advisor to deliver exceptional customer experiences and tailor value-adding banking solutions in a fast-paced environment.

You will apply sales processes, build client relationships, and cross-sell to expand the portfolio while adhering to governance and regulatory requirements. A FSCA NQF Level 5 qualification and First Level regulatory exam are required.

Qualifications

  • FSCA-recognized NQF Level 5 qualification is required.
  • First Level Regulatory Examination completed.
  • Ability to apply appropriate sales processes and comply with governance.

Responsibilities

  • Maintain expert knowledge on products, pricing, application procedures, processing, and timelines to achieve sales targets.
  • Retrieve qualified leads and contact clients to generate sales.
  • Source new leads and expand the customer base through multiple channels.
  • Sell banking products to achieve targets and manage the end-to-end client process.
  • Monitor market trends and identify new business opportunities.
  • Track and influence sales activities to meet quality and productivity goals.

Skills

Sales targets
Client relationships
Cross-sell
Banking products
Regulatory compliance

Education

FSCA NQF Level 5 qualification
First Level Regulatory Examination

Job description

Job Description To deliver an exceptional customer experience by understanding and responding to individual needs and aspirations. Provide tailored, value-adding solutions in a fast-paced environment, while consistently adhering to company policies and procedures Hello Future External Sales and Service Advisor 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.
Responsibilities
  • 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.

Important Closing Date Note Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 14/10/26

All appointments will be made in line with FirstRand Group's Employment Equity plan.

The bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group's track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The group's purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.

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