Branch External Sales & Service Advisor (OBR)

About the role

As a Branch External Sales and Service Advisor (OBR) you will deliver an exceptional customer experience by understanding individual financial needs and providing tailored, value‑adding solutions in a high‑volume branch environment.

Key responsibilities

• Provide compliant, professional financial advice to walk‑in and existing clients.
• Identify client needs, recommend appropriate product solutions and manage ongoing relationships.
• Maintain accurate client records and documentation in line with FAIS, FICA and TCF principles.
• Achieve individual and branch sales and service targets.
• Manage leads, referrals and client follow‑ups within agreed turnaround times.
• Stay updated on industry trends, product knowledge and regulatory requirements.

Required profile

• Minimum qualification: Grade 12 / NQF Level 4; preferred NQF Level 5 Certificate in Banking, Business Administration, Customer Service or related field.
• 1–3 years 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.

Required skills

What we offer

• Opportunities to build relationships as part of a dynamic team.
• A challenging working environment with personal and professional growth prospects.
• Ability to make an impact on the local market as a recognised brand.