Branch Advisor: Build Lasting Client Relationships

FirstRand Bank India; Polokwane; On-site; ZAR 180,000 - 260,000; Full time

Job summary

FNB is inviting applications for a Branch Advisor in a high-volume service branch. You will provide compliant, professional financial advice, walk-in and existing clients through suitable product solutions, and manage ongoing relationships in line with FAIS and TCF standards.

Ideal candidates have 1–3 years in financial services, strong communication, and a client-centric approach. This role emphasizes sales targets, confidentiality, and ethical conduct within a dynamic team.

Qualifications

• Minimum qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS.
• 1–3 years of experience in customer-facing environments, service delivery, or client support within financial services

Responsibilities

• Provide compliant, professional financial advice in a high-volume service branch environment.
• Build and manage long-term client relationships to support retention and growth.
• Achieve individual and branch sales and service targets.
• Maintain accurate and complete client records and documentation.
• Educate customers to banking platforms aligned with their needs.
• Adhere to FAIS, FICA, and TCF principles and governance.

Education

NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related FAIS-recognized fields

Job description

FNB is inviting applications for a Branch Advisor in a high-volume service branch. You will provide compliant, professional financial advice, walk-in and existing clients through suitable product solutions, and manage ongoing relationships in line with FAIS and TCF standards.

Ideal candidates have 1–3 years in financial services, strong communication, and a client-centric approach. This role emphasizes sales targets, confidentiality, and ethical conduct within a dynamic team.