Banking Branch Advisor: Client Growth & Service

FirstRand Limited; Bloemfontein; On-site; ZAR 180,000 - 300,000; Full time

Job summary

FirstRand Limited in South Africa is seeking a Branch Advisor to deliver compliant financial advice in a high-volume POP environment. You will build lasting client relationships, educate customers on right channels, and manage records while meeting FAIS governance and TCF standards.

You will contribute to branch targets, stay updated on product knowledge, and demonstrate empathy and problem-solving in daily interactions with clients.

Qualifications

• Client-focused approach to advisory and service delivery.
• Strong adherence to FAIS, FICA, and TCF principles.

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide a positive customer experience by being helpful and sensitive to customer needs.
• Educate customers on the correct banking channels and products.
• Maintain accurate client records and documentation.
• Achieve individual and branch sales and service targets.
• Operate ethically and stay compliant with industry regulations.

Skills

Client focus

Ethical advisory

Problem solving

Persuasive selling

Agility

Communication skills

Planning & organization

Attention to detail

Team player

Compliance awareness

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking, Business Admin, Customer Service (FAIS)

Job description

FirstRand Limited in South Africa is seeking a Branch Advisor to deliver compliant financial advice in a high-volume POP environment. You will build lasting client relationships, educate customers on right channels, and manage records while meeting FAIS governance and TCF standards.

You will contribute to branch targets, stay updated on product knowledge, and demonstrate empathy and problem-solving in daily interactions with clients.