Branch Advisor: Financial Guidance & Growth Champion

FirstRand Bank; Bronkhorstspruit; On-site; ZAR 240,000 - 360,000; Full time

Job summary

FirstRand Bank, through its FNB Points of Presence, is seeking a Branch Advisor to deliver compliant, professional financial advice in a high-volume branch environment.

You will build long-term client relationships, educate customers on the right channels, and ensure client records are accurate in line with FAIS, FICA, and TCF.

Ideal candidates have 1–3 years of customer-facing experience, FAIS awareness, and a personable, results-driven approach to banking with strong compliance.

Qualifications

• Minimum 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
• Strong understanding of FAIS, TCF, and client-centric advice principles

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

Sales targets

Communication skills

Education

NQF Level 5 Certificate in Banking

Job description

FirstRand Bank, through its FNB Points of Presence, is seeking a Branch Advisor to deliver compliant, professional financial advice in a high-volume branch environment.

You will build long-term client relationships, educate customers on the right channels, and ensure client records are accurate in line with FAIS, FICA, and TCF.

Ideal candidates have 1–3 years of customer-facing experience, FAIS awareness, and a personable, results-driven approach to banking with strong compliance.