Branch Advisor: Elevate the Customer Banking Experience

FirstRand Limited; Pretoria; On-site; ZAR 156,000 - 234,000; Full time

Job summary

FirstRand Limited's FNB Branch Advisor role in Pretoria offers the chance to deliver compliant, professional financial advice in a high-volume branch. You will build lasting client relationships, assess needs, and guide customers to the right banking channels while adhering to FAIS, FICA, and TCF principles.

The role emphasizes ethical conduct, ongoing client documentation, and achieving sales and service targets within a supportive team.

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.
• Excellent communication and interpersonal skills.

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.
• 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

Customer service

Sales targets

Communication

Interpersonal skills

Problem solving

Education

NQF Level 5 Certificate in Banking

Job description

FirstRand Limited's FNB Branch Advisor role in Pretoria offers the chance to deliver compliant, professional financial advice in a high-volume branch. You will build lasting client relationships, assess needs, and guide customers to the right banking channels while adhering to FAIS, FICA, and TCF principles.

The role emphasizes ethical conduct, ongoing client documentation, and achieving sales and service targets within a supportive team.