Branch Advisor - Financial Solutions & Client Growth

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

Job summary

FirstRand Bank Limited in South Africa seeks a Branch Advisor to deliver compliant financial advice in a busy branch, focusing on client needs, product solutions and ongoing relationship management.

You will build long-term client relationships, educate customers on the right channels, and ensure accurate records while meeting sales and service targets in line with FAIS and TCF. This role embraces equity and growth within a dynamic team.

Qualifications

• Strong understanding of FAIS, TCF, and client-centric advice principles.
• Proven ability to meet sales, service, and compliance targets.

Responsibilities

• Provide compliant, professional financial advice in a high-volume branch.
• Build and manage long-term client relationships for retention and growth.
• Educate clients on banking channels aligned to their needs.
• Maintain accurate client records and documentation.
• Achieve individual and branch sales and service targets.
• Adhere to FAIS, FICA and Treating Customers Fairly guidelines.

Skills

FAIS & TCF knowledge

Client-centric advice

Excellent communication

Sales target achievement

Ethical conduct

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking or related field

Job description

FirstRand Bank Limited in South Africa seeks a Branch Advisor to deliver compliant financial advice in a busy branch, focusing on client needs, product solutions and ongoing relationship management.

You will build long-term client relationships, educate customers on the right channels, and ensure accurate records while meeting sales and service targets in line with FAIS and TCF. This role embraces equity and growth within a dynamic team.