Branch Advisor: Build Lasting Client Relationships

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

Benefits offered by this job

Growth opportunities

Dynamic team environment

Brand ambassador impact

Job summary

FNB in Cape Town is seeking a Branch Advisor to deliver compliant, professional financial guidance within a high-volume branch. You will understand client needs, offer suitable products, and manage ongoing relationships in line with FAIS, FICA, and TCF principles.

You should have 1–3 years of client-facing experience and an NQF Level 5 certificate in Banking or related fields, with a focus on ethical, customer-centric service. This role offers growth within a dynamic team.

Qualifications

• FAIS and TCF understanding for compliant client advice.
• 1–3 years in customer-facing environments within financial services.
• Strong client-centric approach and ethical advisory practices.

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide compliant financial advice in a high-volume branch.
• Educate customers on the correct banking channels and solutions.
• Maintain accurate client records and achieve sales/service targets.
• Stay updated on product knowledge and regulatory requirements.
• Manage leads and referrals with timely follow-ups.

Skills

Customer service

Sales targets

Communication

Teamwork

Education

NQF Level 5 Certificate in Banking/Related field

Job description

FNB in Cape Town is seeking a Branch Advisor to deliver compliant, professional financial guidance within a high-volume branch. You will understand client needs, offer suitable products, and manage ongoing relationships in line with FAIS, FICA, and TCF principles.

You should have 1–3 years of client-facing experience and an NQF Level 5 certificate in Banking or related fields, with a focus on ethical, customer-centric service. This role offers growth within a dynamic team.