Branch Advisor: Client-First Banking & Advice

FirstRand Bank Limited; Carletonville; On-site; ZAR 240,000 - 320,000; Full time

Benefits offered by this job

Relationship building

Growth opportunities

Brand ambassador impact

Personal & professional development

Job summary

FirstRand Bank Limited is seeking a Branch Advisor to deliver compliant financial guidance in a high-volume POP setting. You will nurture client relationships, educate customers on right channels, and drive service and sales targets while adhering to FAIS, FICA, and TCF standards.

A strong ethical approach and clear communication are essential. The role emphasizes educating customers, managing data accurately, and staying updated on product knowledge, with opportunities for personal and

Qualifications

• Requirement minimum Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
• Strong understanding of FAIS, TCF, and client-centric advice principles
• Proven ability to meet sales, service, and compliance 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

Client-focused

Empathy

Persuasive selling

Strong communication

Interpersonal skills

Attention to detail

Compliance awareness

Sales targets

Education

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

Job description

FirstRand Bank Limited is seeking a Branch Advisor to deliver compliant financial guidance in a high-volume POP setting. You will nurture client relationships, educate customers on right channels, and drive service and sales targets while adhering to FAIS, FICA, and TCF standards.

A strong ethical approach and clear communication are essential. The role emphasizes educating customers, managing data accurately, and staying updated on product knowledge, with opportunities for personal and