Branch Advisor FAIS

RMB Nigeria Limited; Bloemfontein; On-site; ZAR 180,000 - 260,000; Full time

Job summary

FirstRand Limited, operating in South Africa, seeks a Branch Advisor to deliver compliant, professional financial advice in a high-volume branch. You will build lasting client relationships, educate customers on the right channels, and ensure accurate records while meeting sales targets and upholding TCF principles.

The role emphasizes ethical conduct, regulatory compliance, and ongoing personal development within a dynamic team environment at a FirstRand POP/branch.

Qualifications

• Minimum qualification: Grade 12 / NQF Level 4.
• Preferred: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields.
• 1–3 years of experience in customer-facing environments, service delivery, or client support within financial services.

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide a positive customer experience and educate customers on the correct channel and banking solutions.
• Educate customers on appropriate product solutions aligned to their needs.
• Communicate with customers by living up to the brand promise of helpful service.
• Analyse customer data to provide financial advice and solutions within FAIS requirements.
• Maintain accurate client records and documentation.
• Achieve branch sales and service targets.
• Demonstrate ethical conduct and accountability for performance and development.
• Stay updated on industry trends and product knowledge.
• Manage leads, referrals, and client follow-ups within agreed timelines.

Skills

Client relationships

Customer service

Financial advice

Sales targets

Data analysis

Record keeping

Ethical conduct

Communication skills

Teamwork

Lead management

Education

Grade 12 / NQF4

NQF5 Banking certificate

Job description

Job Description

Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process. Hello Future Branch Advisor Welcome to FNB, the home of the #changeables. We strive to be a trusted partner helping to create a better world by providing innovative, contextual, and integrated financial solutions. As part of our team in FNB Points of Presence (POP), you will be surrounded by unique talents, and an inclusive environment which value our differences and that lives up to the promise of being deeply invested. As a Branch Advisor, you will be responsible for providing compliant, professional financial advice and to walk in and existing clients within a high-volume service branch environment. The role focuses on understanding client financial needs, offering appropriate product solutions, and ensuring ongoing client relationship management in line with FAIS, FICA legislation and Treating Customers Fairly (TCF) principles and FNB governance. Now’s the time to imagine your potential in a team where you can become the best version of yourself.

Are you someone who can:

• 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

Qualification & Experience Requirement

• Minimum Qualification: Grade 12/ NQF Level 4
• Preferred 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

You will have access to:

• Opportunities to build relationships as part of a dynamic team.
• A challenging working environment
• Personal and professional growth
• Opportunities to have an impact on a local market as a brand ambassador.

You can be a match if you are:

• Client-focused and have an ethical approach to advice
• Enjoy solving problems.
• Persuasive selling skills
• Agile and Flexible
• Strong communication and interpersonal skills
• Results-driven with strong planning and organization skills
• Attention to detail and high compliance awareness
• Ability to work independently and within a team

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 15/09/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan.

The bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis.