Financial Sales and Service Advisor at FNB in Cape Town
FNB · Cape Town, Western Cape
Overview
FNB is looking for a Branch External Sales and Service Advisor to join their Points of Presence team in Cape Town. You will help clients with their financial needs, offer tailored banking solutions, and build lasting relationships while working in a lively branch environment. This is a great chance to grow your career with one of South Africa's leading banks.
About the role
As a Branch External Sales and Service Advisor at FNB, you will be the face of the bank for walk in and existing clients. Your role is all about understanding what each client needs and then offering them the right financial products and advice. You will work in a busy service branch where no two days are the same.
You can look forward to:
- Connecting with clients to understand their financial goals and aspirations
- Providing tailored banking solutions and advice that make a real difference
- Educating clients on the best banking platforms for their needs
- Building and maintaining long term relationships that help clients grow
- Managing leads, referrals and follow ups to keep things moving
- Keeping accurate client records and making sure everything is compliant
- Working with your team to hit branch sales and service targets
Please note: Applications will not be accepted on or after the closing date of 10 November 2026, so submit yours early. You will apply on FNB's official website.
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 field recognised by FAIS 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
- Strong communication and interpersonal skills
- Persuasive selling skills
- Ability to work independently and as part of a team
- Attention to detail and high compliance awareness
- Results driven with strong planning and organisation skills
Responsibilities
- Build and manage long term client relationships to support retention and growth
- Deliver a positive customer experience by being helpful and sensitive to client needs
- Educate customers on the correct banking platform aligned with their needs
- Analyse customer data and provide appropriate financial advice 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 development
Job details
- Organisation
- FNB
- Location
- Cape Town, Western Cape
- Job type
- Full time
- Experience level
- Junior (1+ years)
- Education
- Matric
- Category
- Sales & Business Dev
- Posted
- 3 November 2026 (4 days ago)
- Closing date
- 10 November 2026
- Application Method
- Apply online
Success Guide
When you apply for this role at FNB, make sure your CV clearly shows any experience you have working directly with customers, especially in banking or financial services. Highlight your Grade 12 certificate and any relevant certificates you may have. If you have examples of meeting sales targets or handling client queries, include those too.
In an interview, FNB will likely look for someone who is comfortable talking to people, understands the basics of FAIS and TCF, and can show they are ethical and client focused. Think of stories where you helped a customer solve a problem or turned a difficult situation into a positive one. Also show that you can work in a busy environment and stay organised. Good luck!
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