Branch Advisor: Client-Focused Financial Guidance

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

Job summary

FirstRand Bank Limited is seeking a Branch Advisor to deliver compliant financial advice in a high-volume POP environment. You will help clients with banking needs, educate on products, and build ongoing relationships while adhering to FAIS, FICA, and TCF principles.

The ideal candidate will have FAIS knowledge, a client-centric approach, and a track record of meeting sales and service targets within financial services. This role supports local market growth and brand commitments.

Qualifications

• FAIS knowledge and compliant advisory guidance.
• TCF principles applied in client interactions.
• Ability to meet sales, service and compliance targets.

Responsibilities

• Provide compliant, professional financial advice to clients in a high-volume branch environment.
• Understand client financial needs and offer suitable product solutions.
• Maintain accurate client records and documentation in line with policies.
• Build lasting relationships to support retention and growth.
• Represent the brand promise of helpful service and ethical behavior.
• Stay updated on product knowledge and regulatory changes.

Skills

FAIS knowledge

TCF principles

Client-centric advice

Sales targets

Strong communication

Interpersonal skills

Ethical approach

Education

NQF 5 Banking/Business/Customer Service FAIS

Job description

FirstRand Bank Limited is seeking a Branch Advisor to deliver compliant financial advice in a high-volume POP environment. You will help clients with banking needs, educate on products, and build ongoing relationships while adhering to FAIS, FICA, and TCF principles.

The ideal candidate will have FAIS knowledge, a client-centric approach, and a track record of meeting sales and service targets within financial services. This role supports local market growth and brand commitments.