External Sales and Service Advisor OBR

Wesbank; Potchefstroom; On-site; ZAR 569,000 - 636,000; Full time

Job summary

Wesbank in Potchefstroom is seeking an External Sales and Service Advisor to deliver tailored financial solutions and superior customer service. You will drive sales targets, build strong client relationships, and promote digital self-service options while adhering to governance standards.

The role requires a FSCA FAIS NQF Level 5 qualification or higher and completion of the First Level Regulatory Examination. An NCA credit check is part of the process.

Qualifications

• Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification or high qualification.
• Completed First Level Regulatory Examination.

Responsibilities

• Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.
• Identify opportunities to increase sales revenue and grow the client base while containing costs.
• Maximise cross-selling of packaged financial solutions to clients.
• Drive adoption of digital and self-service options across client base.
• Deliver customer service through adherence to quality service standards and timely administration.

Education

FSCA recognized FAIS relevant NQF Level 5 Qualification or high qualification

First Level Regulatory Examination

Job description

## External Sales and Service Advisor OBRApply: Potchefstroom: Full time: Posted Today: End Date: October 20, 2026 (6 days left to apply): R53994# **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**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:**• Execute own work in accordance with the organisational values and code of ethics.• Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution Identify and escalate risk as normal part of work.• Produce high-quality work by adhering to predefined standards and procedures and in accordance with compliance and governance standards.• Work with enhanced processes and procedures to maintain operational efficiencies.• Deliver work in an accurate manner to ensure consistent results.• Draw on knowledge and experience to identify and develop solutions that leads to improved service delivery and quality• Adhere to quality standards, turnaround times and Company policies and procedures.• Complete relevant administration, reporting and updating of information accurately and on time.• Achieve sales targets in line with performance scorecards and achieve an acceptable cost of sales ratio through pipeline managements and sales quality.• Identify opportunities to increase sales revenue and to grow the organisational client base while containing costs.• Assist with retaining or signing unbanked customer base with a view to improve and increase profitability.• Maximize sales by selling packaged financial solutions to clients.• Maintain specialised knowledge on all FirstRand approved products, application procedure, fulfillment processes and timelines to drive and achieve relevant sales targets.• Maximise cross-selling opportunities.• Drive adoption of digital and other self-service options across client base.• Contribute to teamwork and inclusivity within own team.• Contribute to cost efficiencies through responsible utilisation of work-related resources.• Achieve expected financial targets and uphold associated service levels.• Build and maintain stakeholder relationships.• Deliver customer service through adherence to quality service standards.**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.