Branch Advisor: Financial Solutions & Client Care

FirstRand Bank Limited; Wes-Kaap; On-site; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Dynamic team

Growth opportunities

Brand ambassador

Job summary

FirstRand Bank Limited in a South African branch is seeking a Branch Advisor to provide compliant, professional financial advice to walk-in and existing clients in a high-volume branch. You will understand client needs and offer suitable banking solutions, while adhering to FAIS, FICA and TCF policies.

The role emphasizes relationship management, achieving sales and service targets, maintaining accurate records, and demonstrating ethical conduct, empathy, and ongoing product knowledge in a

Qualifications

• Minimum qualification: Grade 12 / NQF Level 4.
• Preferred: 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 within financial services.
• Strong understanding of FAIS, TCF and client-centric advice.

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.
• 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.

Job description

FirstRand Bank Limited in a South African branch is seeking a Branch Advisor to provide compliant, professional financial advice to walk-in and existing clients in a high-volume branch. You will understand client needs and offer suitable banking solutions, while adhering to FAIS, FICA and TCF policies.

The role emphasizes relationship management, achieving sales and service targets, maintaining accurate records, and demonstrating ethical conduct, empathy, and ongoing product knowledge in a