Branch Advisor: Build Lasting Client Relationships

FirstRand Bank Limited; Kempton Park; On-site; ZAR 240,000 - 300,000; Full time

Job summary

FirstRand Bank Limited, operating as FNB, invites applications for a Branch Advisor role within its POP network in South Africa. The position focuses on delivering compliant, professional financial advice, cultivating long-term client relationships, and meeting branch targets in a high-volume service environment.

The successful candidate will educate customers on suitable Banking platforms, maintain precise client records, and stay abreast of FAIS requirements, with a strong emphasis on

Qualifications

• NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related FAIS fields.
• 1–3 years of experience in customer-facing environments within financial services.
• Ability to build long-term client relationships and achieve sales targets.

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 transactional needs and expectations.
• Educate customers to the correct Banking platform aligned with their needs.
• Connect with our customers by living up to our brand promise of “how can we help you?” at all times.
• Analyze customer data and provide appropriate financial advice and solutions aligned to client financial goals and in accordance with FAIS requirements.
• Maintain accurate and complete client records and documentation.
• Achieve individual and branch sales and service targets.
• Conduct yourself in an ethical manner.
• Take accountability for your own performance, personal and career development.
• Show empathy to customers.
• Stay updated on industry trends and product knowledge.
• Manage leads, referrals, and client follow-ups within agreed turnaround times

Skills

Customer focus

Communication

Problem solving

Sales skills

Team player

Ethical conduct

Attention to detail

Education

NQF Level 5 Banking

Job description

FirstRand Bank Limited, operating as FNB, invites applications for a Branch Advisor role within its POP network in South Africa. The position focuses on delivering compliant, professional financial advice, cultivating long-term client relationships, and meeting branch targets in a high-volume service environment.

The successful candidate will educate customers on suitable Banking platforms, maintain precise client records, and stay abreast of FAIS requirements, with a strong emphasis on