Branch Advisor: Trusted Financial Guidance & Growth

FirstRand Bank India; Pretoria; On-site; ZAR 180,000 - 300,000; Full time

Job summary

FNB in Pretoria seeks a Branch Advisor to provide compliant financial guidance within a high-volume branch. You will identify client needs, offer suitable product solutions, and manage ongoing relationships in line with FAIS, FICA and TCF principles.

You will build trust with clients, educate them on channel options, and ensure records are complete while meeting sales and service targets. Strong communication and ethical conduct are essential.

Qualifications

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

Responsibilities

• Build and manage long-term client relationships.
• Provide a positive customer experience in a high-volume branch.
• Educate customers on correct channels and banking platforms.
• Analyse client data to offer appropriate financial advice.
• Maintain accurate client records and documentation.
• Achieve individual and branch sales/service targets.
• Manage leads, referrals and follow-ups with agreed turnaround times.

Skills

FAIS knowledge

Sales targets

Customer service

Communication

Interpersonal skills

Teamwork

Attention to detail

Education

NQF Level 5 Certificate

Job description

FNB in Pretoria seeks a Branch Advisor to provide compliant financial guidance within a high-volume branch. You will identify client needs, offer suitable product solutions, and manage ongoing relationships in line with FAIS, FICA and TCF principles.

You will build trust with clients, educate them on channel options, and ensure records are complete while meeting sales and service targets. Strong communication and ethical conduct are essential.