Branch Advisor: Build Trust & Financial Solutions

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

Job summary

FNB in South Africa is seeking a Branch Advisor to deliver compliant, professional financial advice in a high-volume branch. You will focus on understanding client needs, offering suitable product solutions, and maintaining strong client relationships in line with FAIS, FICA and TCF.

The role emphasizes sales and service targets, ethical conduct, timely follow-ups, and staying informed about industry trends.

Qualifications

• Minimum Qualification: Grade 12 / NQF Level 4
• Preferred: NQF Level 5 in Banking or related fields
• 1–3 years in customer-facing financial services

Responsibilities

• Build and manage long-term client relationships
• Provide a positive customer experience
• Educate customers on banking platforms
• Maintain accurate client records and documentation
• Meet individual and branch sales and service targets
• Conduct oneself ethically and with integrity
• Stay updated on industry trends and product knowledge
• Manage leads, referrals and client follow-ups

Skills

Client relations

Sales targets

Communication

Interpersonal skills

Ethical advice

Education

Grade 12 / NQF4

NQF5 Banking/Business Admin

Job description

FNB in South Africa is seeking a Branch Advisor to deliver compliant, professional financial advice in a high-volume branch. You will focus on understanding client needs, offering suitable product solutions, and maintaining strong client relationships in line with FAIS, FICA and TCF.

The role emphasizes sales and service targets, ethical conduct, timely follow-ups, and staying informed about industry trends.