Branch External Sales And Service Advisor Obr

RMB

Remote
**
Customer experience
Product solutions
Client relationship management
** RMB is seeking a Branch External Sales and Service Advisor to deliver exceptional customer experiences by understanding client needs and providing tailored financial solutions. The role is remote and requires at least 1-3 years of customer-facing experience, with a focus on compliance and client relationship management. **

Job Summary

  • Deliver an exceptional and efficient customer experience by proactively understanding customer needs, providing tailored product solutions, and directing customers to the most suitable service channels.
  • Provide compliant, professional financial advice and to walk in and existing clients within a high-volume service branch environment.
  • Build and manage long-term client relationships to support retention and growth.

Matching Summary

Match Score: 75

** RMB is seeking a Branch External Sales and Service Advisor to deliver exceptional customer experiences by understanding client needs and providing tailored financial solutions. The role is remote and requires at least 1-3 years of customer-facing experience, with a focus on compliance and client relationship management. **

Skills & Requirements

Must-have

  • customer experience
  • product solutions
  • client relationship management
  • financial advice
  • sales and service targets

Nice-to-have

  • ethical approach
  • problem-solving
  • persuasive selling
  • agile and flexible
  • attention to detail

Key Requirements

  • Grade 12/ NQF Level 4
  • 1–3 years of experience in financial services
  • Strong understanding of FAIS, TCF
  • Proven ability to meet sales, service, and compliance targets

Work Rights

Not specified

Tailored Resume

Cover Letter