Branch Advisor: Grow Client Relationships & Solve Financial Needs

FirstRand Bank Limited

Port Nolloth

On-site

ZAR 180,000 - 260,000

Full time

2 days ago

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Benefits offered by this job

Dynamic team environment

Personal and professional growth

Brand ambassador for local market

Job summary

FirstRand Bank Limited is actively seeking to connect with Branch Advisors for future opportunities in the Mangaung region. The role focuses on providing compliant, professional financial advice to walk-in and existing clients in a high-volume branch environment.

You will build client relationships, educate customers on banking solutions, and ensure all activity adheres to FAIS and TCF standards. Ideal candidates have 1–3 years in customer-facing roles within financial services, Grade 12 or

Qualifications

Knowledge of FAIS, TCF, and client-centric advisory principles is essential.
Ability to meet sales, service, and compliance targets is required.
Experience in customer-facing environments within financial services is preferred.

Responsibilities

Build and manage long‑term client relationships to support retention and growth.
Provide a positive customer experience by understanding transactional needs and expectations.
Educate customers on Banking platforms aligned with their needs.
Connect with customers by living the brand promise of asking, 'how can we help you?'
Analyze customer data to provide appropriate financial advice and solutions.
Maintain accurate client records and documentation.
Achieve individual and branch sales and service targets.
Act ethically in all dealings and take responsibility for performance and development.
Show empathy to customers and stay updated on industry trends and product knowledge.
Manage leads, referrals, and client follow-ups within agreed turnaround times.