External Sales and Service Advisor OBR

Wesbank; Cape Town; Presencial; ZAR 559.000 - 669.000; Jornada completa

Descripción de la vacante

FNB in Cape Town is hiring an External Sales and Service Advisor to deliver tailored banking solutions while meeting sales targets and maintaining client relationships. The role requires FAIS-related NQF Level 5 qualification and First Level Regulatory Examination, with emphasis on governance and customer service.

You will prospect, manage end-to-end client onboarding, cross-sell banking products, and operate within a fast-paced environment guided by the National Credit Act and internal

Formación

• FSCA recognized FAIS qualification (NQF Level 5) required.
• First Level Regulatory Examination required.
• Strong focus on client relationships and sales processes.

Responsabilidades

• Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.
• Deliver end-to-end client management from onboarding to post-sale support.
• Cross-sell banking products and identify opportunities within the portfolio.
• Maintain governance and comply with NCA and internal policies.
• Generate qualified leads and convert to sales through proactive engagement.

Conocimientos

FSCA FAIS qualification

First Level Regulatory Examination

Client relationship building

Educación

NQF Level 5 qualification

Descripción del empleo

## External Sales and Service Advisor OBRApply: Cape Town: Full time: Posted Today: End Date: November 13, 2026 (5 days left to apply): R55028# **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.#Post#FNB#Ll -SM8# # **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.**13/11/26All 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.