Branch Advisor: Elevate Customer Banking Experience

RMB Nigeria Limited; South Africa; On-site; ZAR 180,000 - 300,000; Full time

Job summary

FirstRand Group’s First National Bank (FNB) POP is seeking a Branch Advisor to deliver compliant financial guidance and excellent service in a high-volume branch. You will understand client needs, suggest suitable products, and nurture ongoing relationships while adhering to FAIS, FICA, and TCF standards.

Key duties include educating customers on appropriate channels, maintaining accurate records, and meeting sales targets.

Qualifications

• Minimum Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
• 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
• 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 sensitive to customer transactional needs and expectations.
• Educate customers to the correct Banking platform aligned with their needs.
• Connect with our customers by living up to our brand promise of 'how can we help you?' at all times.
• Analyze customer data and provide appropriate financial advice and solutions aligned to client financial goals and in accordance with FAIS requirements.
• Maintain accurate and complete client records and documentation.
• Achieve individual and branch sales and service targets.
• Conduct yourself in an ethical manner.
• Take accountability for your own performance, personal and career development.
• Show empathy to customers.
• Stay updated on industry trends and product knowledge.
• Manage leads, referrals, and client follow-ups within agreed turnaround times.

Skills

Client focus

Persuasive selling

Communication

Interpersonal

Planning

Attention to detail

Compliance

Teamwork

Education

FAIS NQF5 Banking Cert

Job description

FirstRand Group’s First National Bank (FNB) POP is seeking a Branch Advisor to deliver compliant financial guidance and excellent service in a high-volume branch. You will understand client needs, suggest suitable products, and nurture ongoing relationships while adhering to FAIS, FICA, and TCF standards.

Key duties include educating customers on appropriate channels, maintaining accurate records, and meeting sales targets.