Branch External Sales & Service Advisor (OBR)

About the role

Deliver an exceptional customer experience by understanding and responding to individual needs and aspirations. Provide tailored, value‑adding financial solutions in a fast‑paced branch environment while adhering to company policies and regulatory requirements.

Key responsibilities

• Build and manage long‑term client relationships to support retention and growth.
• Provide a positive customer experience by being helpful and sensitive to transactional needs.
• Educate customers on the appropriate banking platform aligned with their needs.
• Analyze customer data and deliver financial advice that meets FAIS requirements.
• Maintain accurate and complete client records and documentation.
• Achieve individual and branch sales and service targets.
• Conduct yourself ethically, taking accountability for performance and development.
• Manage leads, referrals, and client follow‑ups within agreed turnaround times.

Required profile

• Minimum qualification: Grade 12 / NQF Level 4; preferred NQF Level 5 Certificate in Banking, Business Administration, or related field.
• 1–3 years of experience in customer‑facing, 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.
• Client‑focused, ethical, persuasive selling skills and strong communication.
• Results‑driven with good planning, organization and attention to detail.

What we offer

• Opportunities to build relationships as part of a dynamic team.
• A challenging working environment with personal and professional growth.
• Chance to impact the local market as a brand ambassador.