Branch Advisor FAIS

FirstRand Bank Limited; Swartruggens; On-site; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Growth opportunities

Dynamic team environment

Personal and professional development

Brand ambassador opportunities

Job summary

FirstRand Bank Limited is seeking a Branch Advisor to deliver compliant financial guidance in a busy POP environment. You will foster long-term client relationships, identify suitable product solutions, and ensure ongoing relationship management as per FAIS and TCF standards.

The role emphasizes customer-centric service, ethical conduct, and personal development within a dynamic team. Applicants should understand banking platforms and strive for service excellence.

Qualifications

• NQF Level 5 Certificate in Banking or related FAIS-recognized field.
• 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 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 relationship management

Communication skills

Sales skills

Problem solving

Teamwork

Education

NQF Level 5 Certificate in Banking

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.

Roles and 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.

Qualification and Experience Requirements

• 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.

Ideal Candidate Qualities

• 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.

Benefits and Opportunities

• 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.

Desired Candidate Traits

• 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.

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.

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. 19/08/26

Should you have any queries, please log it via MyQ.

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. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services. The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group’s track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The group’s purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.