Branch Advisor - Client-Focused Financial Guidance

FirstRand Limited; Randburg; On-site; ZAR 201,000 - 312,000; Full time

Benefits offered by this job

Career development

Growth opportunities

Job summary

FirstRand Limited’s FNB POP Branch Advisor role in Gauteng requires delivering compliant financial advice in a high-volume branch. You will build lasting client relationships, analyze needs, and guide customers to suitable banking solutions while maintaining records and following policy.

You will need FAIS/TCF knowledge, strong communication, and a client-centric mindset to meet sales and service targets and contribute to local growth.

Qualifications

• FAIS, TCF and client-centric advice principles understood.
• Able to meet sales, service and compliance targets.

Responsibilities

• Build and manage long-term client relationships.
• Provide compliant, professional financial advice in a high-volume branch.
• Educate customers on banking platforms aligned to their needs.
• Maintain accurate client records and follow up on leads.
• Achieve individual and branch sales and service targets.
• Stay updated on products and industry trends.

Skills

Client-focused

Sales targets

Ethical advice

FAIS knowledge

TCF knowledge

Education

NQF Level 5 Banking

Banking/Business or Customer Service certificate

Job description

FirstRand Limited’s FNB POP Branch Advisor role in Gauteng requires delivering compliant financial advice in a high-volume branch. You will build lasting client relationships, analyze needs, and guide customers to suitable banking solutions while maintaining records and following policy.

You will need FAIS/TCF knowledge, strong communication, and a client-centric mindset to meet sales and service targets and contribute to local growth.