Branch Advisor: FAIS‑Driven Financial Guidance

FirstRand Bank India; Gauteng; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FNB, part of the FirstRand Group, invites applications for a Branch Advisor in a high-volume POP branch. You will provide compliant financial advice aligned with FAIS and TCF, build lasting client relationships, and educate customers on banking platforms to meet their needs.

You will manage leads, maintain records, and strive to meet sales and service targets while upholding ethical standards and brand values.

Qualifications

• FAIS and TCF knowledge and client-centric advice principles.
• Meet sales, service, and compliance targets.
• Experience in customer-facing environments within financial services.

Responsibilities

• Provide compliant, professional financial advice in a high-volume branch.
• Build and manage long-term client relationships for retention and growth.
• Educate customers to the correct banking platform aligned with their needs.
• Maintain accurate client records and documentation.
• Achieve individual and branch sales and service targets.
• Stay updated on industry trends and product knowledge.

Skills

Client-focused

Communication skills

Persuasive selling

Problem solving

Attention to detail

Teamwork

Sales targets

Adaptability

Education

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

Job description

FNB, part of the FirstRand Group, invites applications for a Branch Advisor in a high-volume POP branch. You will provide compliant financial advice aligned with FAIS and TCF, build lasting client relationships, and educate customers on banking platforms to meet their needs.

You will manage leads, maintain records, and strive to meet sales and service targets while upholding ethical standards and brand values.