Financial Services Advisor: Branch Sales & Client Growth

RMB; Boksburg; On-site; ZAR 180,000 - 260,000; Full time

Job summary

FNB Points of Presence in Boksburg is seeking a Branch External Sales and Service Advisor to deliver tailored financial advice in a high-volume branch. You will understand client needs, suggest suitable solutions, and ensure compliance with FAIS, FICA, and TCF.

Key duties include building long-term client relationships, educating customers on banking platforms, managing leads and referrals, and maintaining accurate client records while meeting sales and service targets.

Qualifications

• Minimum 1–3 years in customer-facing financial services.
• Understanding of FAIS, TCF and advisory principles.
• Able to meet sales, service and compliance targets.

Responsibilities

• Build and manage long-term client relationships.
• Provide compliant financial advice in a high-volume branch.
• Manage leads, referrals, and client follow-ups.
• Maintain accurate client records and documentation.

Skills

Communication

Persuasive selling

Client focus

Ethical approach

Teamwork

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking / Business Administration / Customer Service

Job description

FNB Points of Presence in Boksburg is seeking a Branch External Sales and Service Advisor to deliver tailored financial advice in a high-volume branch. You will understand client needs, suggest suitable solutions, and ensure compliance with FAIS, FICA, and TCF.

Key duties include building long-term client relationships, educating customers on banking platforms, managing leads and referrals, and maintaining accurate client records while meeting sales and service targets.