Branch Advisor: Client-Centric Financial Guidance

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

Benefits offered by this job

Opportunities to build relationships

Personal and professional growth

Brand ambassador impact

Job summary

FirstRand Bank in South Africa is seeking a Branch Advisor to deliver compliant, professional financial advice in a busy branch. You will cultivate lasting client relationships, educate customers on banking channels, and ensure accurate records while meeting FAIS and TCF standards.

You will be part of a team that values inclusivity and growth, with opportunities to impact local markets as a brand ambassador and to advance personally and professionally within the bank.

Qualifications

• Minimum Qualification: Grade 12 / NQF Level 4.
• Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields.
• 1-3 years of experience in customer-facing environments within financial services.

Responsibilities

• Provide compliant, professional financial advice in a high-volume branch.
• Build and manage long-term client relationships to support retention and growth.
• Educate customers to the correct Banking platform aligned with their needs.
• Connect with customers by living up to the brand promise of how can we help you.
• Analyze client data and provide appropriate financial advice and solutions.
• Maintain accurate and complete client records and documentation.
• Achieve individual and branch sales and service targets.
• Stay up-to-date on FAIS, TCF requirements and product knowledge.

Skills

Client relationships

Sales orientation

Empathy

Strong communication

Interpersonal skills

Problem solving

Attention to detail

Ethical conduct

Teamwork

Education

Grade 12 / NQF Level 4

NQF Level 5 Banking related certificate

Job description

FirstRand Bank in South Africa is seeking a Branch Advisor to deliver compliant, professional financial advice in a busy branch. You will cultivate lasting client relationships, educate customers on banking channels, and ensure accurate records while meeting FAIS and TCF standards.

You will be part of a team that values inclusivity and growth, with opportunities to impact local markets as a brand ambassador and to advance personally and professionally within the bank.