Branch Advisor: Build Relationships & Drive Solutions

FirstRand Bank Limited; Germiston; In loco; ZAR 240.000 - 360.000; Tempo pieno

Vantaggi offerti da questo lavoro

Dynamic team environment

Personal and professional growth

Brand ambassador impact in local市场

Descrizione del lavoro

FirstRand Group is seeking a Branch Advisor to deliver compliant financial advice in a high-volume regional branch environment. You will focus on understanding client needs, offering suitable product solutions, and maintaining relationships in line with FAIS, FICA, and TCF guidelines.

The role emphasizes ethical conduct, client onboarding, and ongoing service with opportunities for professional growth within the FirstRand Group network.

Competenze

• 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.
• Strong understanding of FAIS, TCF, and client-centric advice principles.
• Proven ability to meet sales, service, and compliance targets.

Mansioni

• 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

Conoscenze

Client relationships

Sales targets

FAIS knowledge

TCF awareness

Communication skills

Formazione

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

Descrizione del lavoro

FirstRand Group is seeking a Branch Advisor to deliver compliant financial advice in a high-volume regional branch environment. You will focus on understanding client needs, offering suitable product solutions, and maintaining relationships in line with FAIS, FICA, and TCF guidelines.

The role emphasizes ethical conduct, client onboarding, and ongoing service with opportunities for professional growth within the FirstRand Group network.