Branch External Sales and Service Advisor OBR- Roodepoort

In brief

**Overview** The role of a Branch External Sales and Service Advisor OBR- Roodepoort at First National Bank involves providing compliant, professional financial advice to walk-in and existing clients within a high-volume service branch environment. The position focuses on understanding client financial needs, offering appropriate product solutions, and ensuring ongoing client relationship management in adherence to FAIS, FICA legislation, Treating Customers Fairly (TCF) principles, and FNB governance. **What you will do** * Provide compliant, professional financial advice to walk-in and existing clients in a high-volume service branch. * Understand client financial needs and offer appropriate product solutions. * Ensure ongoing client relationship management in line with FAIS, FICA legislation, TCF principles, and FNB governance. * Build and manage long-term client relationships to support retention and growth. * Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations. * Educate customers to the correct Banking platform aligned with their needs. * Connect with customers by living up to the brand promise of “how can we help you?” at all times. * Analyze customer data and provide appropriate financial advice and solutions aligned to client financial goals and in accordance with FAIS requirements. * Maintain accurate and complete client records and documentation. * Achieve individual and branch sales and service targets. * Conduct yourself in an ethical manner. * Take accountability for your own performance, personal and career development. * Show empathy to customers. * Stay updated on industry trends and product knowledge. * Manage leads, referrals, and client follow-ups within agreed turnaround times. **Requirements (from the original advert)** * Minimum Qualification: Grade 12/ NQF Level 4 * Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS * Experience: 1–3 years in customer-facing environments, service delivery, or client support within financial services **Who should apply** The ideal candidate for this role possesses a strong understanding of FAIS, TCF, and client-centric advice principles, coupled with a proven ability to meet sales, service, and compliance targets. Applicants should be client-focused and have an ethical approach to advice. Essential attributes include enjoying problem-solving, possessing persuasive selling skills, being agile and flexible, and demonstrating strong communication and interpersonal skills. The role requires a results-driven individual with strong planning and organization skills, attention to detail, high compliance awareness, and the ability to work both independently and within a team. **Deadline** October 12, 2026 **Reference** Original posting: https://www.myjobmag.co.za/job/branch-external-sales-and-service-advisor-obr-roodepoort-fnb-south-africa Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

• At least 1 year of experience.

• Agile / Scrum
• Customer service

Extracted automatically from the advert; confirm requirements on the original listing.

Job description

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