Branch Advisor: Client-First Banking & Compliance

FirstRand Limited; Addo; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FirstRand Group is hiring a Branch Advisor to support customer needs in a high-volume branch. You will build lasting client relationships, provide compliant financial advice, and educate customers on the correct banking channels. This role requires FAIS awareness and a customer-centric mindset.

Key duties include maintaining records, meeting sales targets, and staying informed about product knowledge and regulatory requirements. A strong ethical approach and teamwork are essential.

Qualifications

• Customer-facing service experience in financial services.
• Understanding of FAIS, TCF and client-centric advice.

Responsibilities

• Build and manage long-term client relationships in a high-volume branch.
• Provide compliant financial advice and educate on channel options.
• Maintain accurate client records and documentation.
• Achieve individual and branch sales and service targets.
• Stay updated on industry trends and product knowledge.

Skills

Client relations

Communication

Sales targets

FAIS knowledge

Education

Grade 12

FAIS compliant qualification (preferred)

Job description

FirstRand Group is hiring a Branch Advisor to support customer needs in a high-volume branch. You will build lasting client relationships, provide compliant financial advice, and educate customers on the correct banking channels. This role requires FAIS awareness and a customer-centric mindset.

Key duties include maintaining records, meeting sales targets, and staying informed about product knowledge and regulatory requirements. A strong ethical approach and teamwork are essential.