Branch Advisor FAIS: Client Focus, Growth & Compliance

FirstRand Bank Limited; Aliwal North; On-site; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Opportunities to build relationships

Dynamic working environment

Personal and professional growth

Brand ambassador role in local market

Job summary

FirstRand Bank Limited is seeking a Branch Advisor to deliver compliant, professional financial advice in a high-volume branch. You will understand client needs, offer suitable product solutions, and manage ongoing relationships in line with FAIS, FICA, and TCF principles.

Ideal candidates possess a minimum FAIS-aligned qualification and 1–3 years in customer-facing financial services, with strong communication and interpersonal skills, and the ability to work independently or as part of a team.

Qualifications

• 1–3 years of experience in customer-facing environments, service delivery, or client support within financial services.
• Strong communication and interpersonal skills are essential to interact with clients and colleagues.

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 on the correct Banking platform aligned with their needs.
• Engage customers with a friendly, helpful attitude and live up to the brand promise: How can we help you?
• Analyze customer data to provide appropriate financial advice and solutions aligned to client goals while adhering to FAIS requirements.
• Maintain accurate client records and documentation.
• Aim to achieve individual and branch sales and service targets.
• Act ethically and take accountability for performance and development.
• 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

Customer-facing experience

Strong communication

Education

NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields

Job description

FirstRand Bank Limited is seeking a Branch Advisor to deliver compliant, professional financial advice in a high-volume branch. You will understand client needs, offer suitable product solutions, and manage ongoing relationships in line with FAIS, FICA, and TCF principles.

Ideal candidates possess a minimum FAIS-aligned qualification and 1–3 years in customer-facing financial services, with strong communication and interpersonal skills, and the ability to work independently or as part of a team.