Bank Branch Advisor - Client-Centric Financial Guidance

FirstRand Bank India; Bloemfontein; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FirstRand Bank in Bloemfontein is building a Branch Advisor talent pool to support walk-in and existing clients with compliant financial advice in a high-volume branch. The role focuses on understanding client needs, recommending banking solutions, and building strong relationships.

Join a team that values ethics, service, and growth, with opportunities across Mangaung region as openings arise. A strong customer-service mindset is essential.

Qualifications

• Minimum qualification: Grade 12 / NQF Level 4.
• Preferred qualification: NQF Level 5 Certificate in Banking, Business Admin or related fields
• 1–3 years in customer-facing environments within financial services

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide a positive customer experience by addressing transactional needs and expectations.
• Educate customers on the correct Banking platform for their needs.
• Engage with customers by living the brand promise of asking, how can we help you?
• Analyze customer data to provide suitable financial advice aligned to goals.
• Maintain accurate client records and documentation.
• Achieve individual and branch sales and service targets.
• Conduct yourself ethically and take accountability for performance.

Skills

FAIS Knowledge

Customer Service

Relationship Building

Sales Targets

Education

Grade 12/NQF4

NQF5 Banking

Tools

CRM Software

Job description

FirstRand Bank in Bloemfontein is building a Branch Advisor talent pool to support walk-in and existing clients with compliant financial advice in a high-volume branch. The role focuses on understanding client needs, recommending banking solutions, and building strong relationships.

Join a team that values ethics, service, and growth, with opportunities across Mangaung region as openings arise. A strong customer-service mindset is essential.