External Sales and Service Advisor OBR

Wesbank; Cape Town; On-site; ZAR 550,000 - 659,000; Full time

Job summary

First National Bank (FNB) is currently seeking an External Sales and Service Advisor in Cape Town. The role focuses on delivering tailored banking solutions, building client relationships, and achieving sales targets while adhering to policies and regulatory requirements.

The ideal candidate has FSCA FAIS NQF Level 5 or higher and has completed the First Level Regulatory Examination. Credit checks may be conducted under the National Credit Act, with opportunities to network and grow within a

Qualifications

• Completed FSCA recognized FAIS relevant NQF Level 5 qualification or higher.
• Completed First Level Regulatory Examination.

Responsibilities

• Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.
• Deliver end-to-end client management and facilitate credit applications.
• Source new leads and expand the client base through internal/external channels.
• Maintain up-to-date knowledge of products, pricing, and application timelines to drive targets.
• Ensure governance and compliance with legislation and audit requirements.

Skills

Sales targets

Client relationships

Product knowledge

Regulatory compliance

Education

FSCA FAIS NQF Level 5 qualification

First Level Regulatory Examination

Job description

## External Sales and Service Advisor OBRApply: Cape Town: Full time: Posted Today: End Date: October 12, 2026 (6 days left to apply): R54179# **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. · 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!**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.