Branch External Sales and Service Advisor OBR- Richmond

FNB South Africa · Northern Cape

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Job Description

To manage and support the sales and service team ensuring that they reach targets whilst adhering to compliance processes and procedures and providing exceptional customer service

Are you someone who can

Lead and support the sales and service team to achieve and exceed agreed targets
Drive sales across product and campaign initiatives to optimise growth and profitability
Deliver customer experience excellence aligned to organisational values and service standards
Communicate service solutions clearly and secure customer and stakeholder buy in
Ensure product knowledge and advice provided is technically accurate and compliant
Engage customers to understand unique requirements and support value optimisation and product integration
Manage and grow the active customer account base within the branch
Analyse customer insights and business data to identify service and sales improvement opportunities
Provide regular reporting on service delivery, customer targets, and SLA performance

Leadership, People & Performance Responsibilities

Manage team delivery against goals within the area of responsibility
Set meaningful stretch goals and motivate team achievement
Provide ongoing coaching, guidance, and performance feedback
Identify development needs and ensure personal development plans are created, implemented, and reviewed
Create a development culture where learning, insights, and best practice are actively shared
Manage performance moderation, recognition, disciplinary, and retention processes in line with HR policies
Participate in Talent Management practices and succession planning
Implement Employment Equity plan targets in recruitment and employee movement activities
Resolve conflict and respond to employee concerns in a timely and fair manner
Ensure effective transfer of skills across functions within the team

Compliance, Risk & Governance

Ensure full compliance with statutory, legislative, policy, and governance requirements
Implement and embed relevant policies and practice standards across the team
Maintain up to date knowledge of legislative changes, industry best practice, and internal compliance requirements
Ensure system and process compliance and address audit findings effectively
Identify, assess, and manage risks within the area of accountability
Provide input into governance and compliance process improvements
Educate team members on risk management, compliance expectations, and process enhancements
Participate in specialist risk and governance forums where required

Qualification & Experience Requirement

Minimum Qualification: Grade 12/ NQF Level 4
Preferred Qualification: NQF Level 5 Certificate in Banking, Business Management, or related fields
1–3 years of experience in sales, management and/or preferred supervisory experience

Proven leadership experience within a sales and service branch environment
Strong track record of achieving sales, service, and customer experience targets
Solid understanding of compliance, risk, and governance within financial services
Experience coaching, developing, and managing team performance
Ability to analyse data and translate insights into practical actions

Leadership opportunities within a dynamic Points of Presence environment
Ongoing learning and development aligned to leadership and sales excellence
Exposure to cross functional collaboration and communities of practice
The opportunity to influence customer outcomes, team capability, and business growth

End Date: August 4, 2026