Field Sales & Service Advisor - Client Solutions Specialist

RMB; Cape Town; On-site; ZAR 300,000 - 520,000; Full time

Job summary

FNB in Cape Town seeks an External Sales and Service Advisor to deliver exceptional client experiences by understanding needs, recommending tailored financial solutions, and driving sales targets in a fast-paced banking environment.

You will apply FAIS-compliant processes, maintain governance standards, and leverage cross-selling opportunities while building lasting relationships with clients and collaborating with a diverse team.

Qualifications

• FSCA recognize FAIS NQF Level 5 qualification or higher.
• First Level Regulatory Examination completed.
• Credit record check required under National Credit Act (NCA).

Responsibilities

• Apply appropriate sales processes to achieve targets and build client relationships.
• Deliver exceptional customer service in a banking environment.
• Identify opportunities to increase sales revenue and cross-sell financial products.
• Maintain governance and compliance standards and escalate issues.
• Complete relevant administration and reporting accurately.

Skills

Sales targets

Client relationships

Networking

Cross-selling

Education

FSCA FAIS NQF Level 5 qualification

First Level Regulatory Examination

Job description

FNB in Cape Town seeks an External Sales and Service Advisor to deliver exceptional client experiences by understanding needs, recommending tailored financial solutions, and driving sales targets in a fast-paced banking environment.

You will apply FAIS-compliant processes, maintain governance standards, and leverage cross-selling opportunities while building lasting relationships with clients and collaborating with a diverse team.