Branch Advisor - Client Solutions & FAIS Compliance

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

Benefits offered by this job

Opportunities to build relationships

Dynamic working environment

Personal and professional growth

Brand ambassador impact in local市場

Job summary

FirstRand Bank Limited is seeking a Branch Advisor to deliver compliant, professional financial advice in a high-volume POP branch. You will build lasting client relationships, educate customers on the right banking channels, and drive sales and service targets while adhering to FAIS and TCF standards.

The role emphasizes client-centric advice, ethical conduct, and continuous learning in a dynamic banking environment with opportunities for personal and professional growth.

Qualifications

• Minimum Grade 12 (NQF 4); preferred NQF 5 FAIS-recognised certificate.
• 1–3 years of experience in customer-facing environments, service delivery or client support within financial services.
• Strong understanding of FAIS, TCF and client-centric advice principles.

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.
• Educate customers to the correct Banking platform aligned with their needs.
• Connect with customers by living up to the brand promise: how can we help you?
• Analyze customer data and provide appropriate financial advice aligned to client goals and FAIS requirements.
• Maintain accurate and complete client records and documentation.
• Achieve individual and branch sales and service targets.
• Conduct yourself in an ethical manner and take accountability for performance.
• Show empathy to customers and stay updated on industry trends and product knowledge.
• Manage leads, referrals, and client follow-ups within agreed turnaround times.

Skills

Communication skills

Interpersonal skills

Problem solving

Sales orientation

Education

Grade 12 / NQF Level 4

NQF Level 5 Banking/Business Admin/Customer Service (FAIS)

Job description

FirstRand Bank Limited is seeking a Branch Advisor to deliver compliant, professional financial advice in a high-volume POP branch. You will build lasting client relationships, educate customers on the right banking channels, and drive sales and service targets while adhering to FAIS and TCF standards.

The role emphasizes client-centric advice, ethical conduct, and continuous learning in a dynamic banking environment with opportunities for personal and professional growth.