Branch Advisor (FAIS) - Client Growth & Compliance

FirstRand; Zastron; Presencial; ZAR 180.000 - 360.000; Jornada completa

Descripción de la vacante

FirstRand’s FNB Points of Presence: Branch Advisor role in a high-volume service branch in South Africa, focused on delivering compliant financial advice and expanding client relationships. The job emphasizes FAIS and TCF adherence, a client-centric approach, and proactive engagement with existing clients and leads.

Success requires strong communication, problem-solving, and ethical conduct while meeting sales, service, and regulatory targets within a dynamic team environment.

Formación

• Strong understanding of FAIS, TCF, and client-centric advice principles.
• Proven ability to meet sales, service, and compliance targets.
• 1–3 years of experience in customer-facing environments within financial services.

Responsabilidades

• Build and manage long-term client relationships to support retention and growth.
• Provide a positive customer experience by being helpful and addressing transactional needs.
• Educate customers on the correct Banking platform aligned with their needs.
• Connect with customers by living up to the brand promise of how can we help you.
• Analyze client data and provide appropriate financial advice and solutions in line with FAIS requirements.
• Maintain accurate and complete client records and documentation.
• Achieve individual and branch sales and service targets.
• Conduct oneself in an ethical manner and take accountability for performance.
• Stay updated on industry trends and product knowledge.
• Manage leads, referrals, and client follow-ups within agreed turnaround times.

Conocimientos

FAIS knowledge

TCF compliance

Customer service

Educación

NQF Level 5 Certificate in Banking

Descripción del empleo

FirstRand’s FNB Points of Presence: Branch Advisor role in a high-volume service branch in South Africa, focused on delivering compliant financial advice and expanding client relationships. The job emphasizes FAIS and TCF adherence, a client-centric approach, and proactive engagement with existing clients and leads.

Success requires strong communication, problem-solving, and ethical conduct while meeting sales, service, and regulatory targets within a dynamic team environment.