Branch Advisor: Client-Focused Financial Guidance

firstrand; Gauteng; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FirstRand Group is seeking a Branch Advisor for its First National Bank (FNB) Points of Presence in Gauteng. The role focuses on delivering compliant financial advice, building lasting client relationships, and guiding customers to the right banking channels while maintaining high service standards.

The ideal candidate has a FAIS-aligned mindset, 1–3 years in client-facing roles in financial services, and a strong ethical approach.

Qualifications

• Strong understanding of FAIS, TCF, and client-centric advice principles
• Proven ability to meet sales, service, and compliance targets
• 1-3 years of experience in customer-facing environments, service delivery, or client support within financial services

Responsibilities

• Build and manage long-term client relationships to support retention and growth
• Provide compliant, professional financial advice in a high-volume branch environment
• Achieve individual and branch sales and service targets
• Maintain accurate and complete client records and documentation
• Stay updated on industry trends and product knowledge

Skills

Client-focused

Communication skills

Interpersonal skills

Sales orientation

Analytical thinking

Education

NQF Level 5 Certificate in Banking

Job description

FirstRand Group is seeking a Branch Advisor for its First National Bank (FNB) Points of Presence in Gauteng. The role focuses on delivering compliant financial advice, building lasting client relationships, and guiding customers to the right banking channels while maintaining high service standards.

The ideal candidate has a FAIS-aligned mindset, 1–3 years in client-facing roles in financial services, and a strong ethical approach.