Branch Advisor: Client Relationships & Banking Solutions

FirstRand Limited; Bloemfontein; On-site; ZAR 180,000 - 280,000; Full time

Job summary

FirstRand Limited in Bloemfontein is seeking a Branch Advisor as part of the POP talent pool. The role focuses on compliant financial advice, client relationship management, and achieving sales targets in a high-volume branch environment.

The ideal candidate has Grade 12 and 1–3 years in customer-facing financial services, with FAIS/TCF knowledge and strong communication skills. Opportunities exist across Mangaung region branches.

Qualifications

• Minimum qualification: Grade 12 / NQF Level 4.
• Preferred qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related FAIS-recognised fields.
• 1–3 years of experience in customer-facing environments within financial services.
• 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 attentive to transactional needs.
• Educate customers on the correct Banking platform aligned with their needs.
• Engage with customers by living the brand promise: "how can we help you?"
• Analyze customer data to provide suitable financial advice aligned to goals and FAIS requirements.
• Maintain accurate and complete client records and documentation.
• Achieve individual and branch sales and service targets.
• Conduct yourself ethically at all times.
• Take accountability for performance, development, and career growth.
• Show empathy to customers and stay updated on trends and product knowledge.
• Manage leads, referrals, and follow-ups within agreed turnaround times.

Skills

Client relationships

Sales targets

Communication

Interpersonal skills

Ethical approach

Problem solving

Self-motivation

Education

Grade 12 / NQF4

NQF5 Banking/Business Admin/Customer Service FAIS

Job description

FirstRand Limited in Bloemfontein is seeking a Branch Advisor as part of the POP talent pool. The role focuses on compliant financial advice, client relationship management, and achieving sales targets in a high-volume branch environment.

The ideal candidate has Grade 12 and 1–3 years in customer-facing financial services, with FAIS/TCF knowledge and strong communication skills. Opportunities exist across Mangaung region branches.