Branch Advisor: FAIS Compliance & Client Growth

FirstRand

Germiston

On-site

ZAR 180,000 - 240,000

Full time

45 hours ago
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Job summary

FirstRand's FNB Branch Advisor role in Gauteng invites customer-focused professionals to deliver compliant financial advice in a high-volume branch. You will help customers with everyday banking needs and guide them to the right channels while upholding FAIS, FICA and TCF standards.

You will build long-term client relationships, achieve sales and service targets, maintain accurate records, and stay updated on product knowledge.

Qualifications

  • Minimum FAIS-aligned advisory experience in banking.
  • Proven ability to meet sales, service and compliance targets.
  • Strong FAIS/TCF knowledge with client-centric approach.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and in a team.

Responsibilities

  • Build and manage long-term client relationships to support retention and growth.
  • Provide compliant, professional financial advice and walk-in/existing clients in a high-volume branch environment.
  • Educate customers to the correct Banking platform aligned with their needs.
  • Maintain accurate and complete client records and documentation.
  • Achieve individual and branch sales and service targets.
  • Conduct yourself in an ethical manner and take accountability for performance.

Skills

Client-focused
Ethical advice
Sales and service targets
Communication skills
Interpersonal skills
Problem solving
Organization skills
Attention to detail
Teamwork

Education

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

Job description

FirstRand's FNB Branch Advisor role in Gauteng invites customer-focused professionals to deliver compliant financial advice in a high-volume branch. You will help customers with everyday banking needs and guide them to the right channels while upholding FAIS, FICA and TCF standards.

You will build long-term client relationships, achieve sales and service targets, maintain accurate records, and stay updated on product knowledge.

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