Branch External Sales and Service Advisor at FNB in Pretoria
FNB · Pretoria, Gauteng
Overview
FNB is looking for a Branch External Sales and Service Advisor to join their Points of Presence team in Pretoria. You will help walk in and existing clients with financial advice, product solutions and day to day banking needs. This is a great role for someone with 1 to 3 years of customer facing experience in financial services who enjoys building relationships and working towards sales and service targets in a busy branch environment.
About the role
As a Branch External Sales and Service Advisor, you will be the friendly face that helps clients find the right financial solutions for their needs. You will work in a high volume service branch environment, providing compliant and professional financial advice in line with FAIS, FICA and Treating Customers Fairly principles.
What you will be doing:
- Building and managing long term client relationships to support retention and growth
- Providing a positive customer experience and educating clients on the correct banking platforms
- Analyzing customer data to offer appropriate financial advice and solutions
- Maintaining accurate client records and documentation
- Achieving individual and branch sales and service targets
- Managing leads, referrals and client follow ups within agreed turnaround times
Application note: Applications must be submitted before 13 November 2026. Late applications will not be accepted, so submit yours early through FNB's official application site.
Requirements
- Grade 12 or NQF Level 4 is the minimum qualification
- An NQF Level 5 Certificate in Banking, Business Administration, Customer Service or a related FAIS recognised field is preferred
- 1 to 3 years of experience in customer facing environments, service delivery or client support within financial services
- Strong understanding of FAIS, TCF and client centric advice principles
- Proven ability to meet sales, service and compliance targets
- Persuasive selling skills
- Strong communication and interpersonal skills
- Attention to detail and high compliance awareness
- Ability to work independently and within a team
- Agile and flexible with strong planning and organization skills
Responsibilities
- 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
- Educate customers on the correct banking platform aligned with their needs
- Connect with customers by living up to the brand promise of how can we help you
- Analyze customer data and provide appropriate financial advice and solutions aligned to client financial goals in line with FAIS requirements
- Maintain accurate and complete client records and documentation
- Achieve individual and branch sales and service targets
- Manage leads, referrals and client follow ups within agreed turnaround times
- Stay updated on industry trends and product knowledge
- Conduct yourself in an ethical manner and take accountability for your own performance and development
Benefits
Opportunities to build relationships as part of a dynamic team, challenging working environment, personal and professional growth, opportunity to have an impact on a local market as a brand ambassador
Job details
- Organisation
- FNB
- Location
- Pretoria, Gauteng
- Job type
- Full time
- Experience level
- Junior (1+ years)
- Education
- Certificate
- Category
- Banking & Insurance
- Posted
- 6 November 2026 (1 day ago)
- Closing date
- 13 November 2026
- Application Method
- Apply online
Success Guide
This role is a solid step into a banking career with one of South Africa's biggest banks. When you apply, make sure your CV clearly shows your customer service experience and any sales or target achievements you have had, even if it was in a retail or call centre role. FNB will be looking for someone who understands FAIS and TCF principles, so if you have studied anything in banking or finance, highlight it. In the interview, be ready to give examples of how you handled a difficult customer or met a sales target. Show that you are comfortable working in a busy branch and that you take compliance seriously. Also remember to submit your application before the closing date of 13 November 2026, as late applications will not be accepted. Good luck!
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