Branch Banking Advisor: Client Relationships & Advice

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

Job summary

FirstRand Bank Limited invites applications for a Branch Advisor role in a high-volume POP environment. You will provide compliant, professional financial advice and support existing clients, focusing on needs-based banking solutions and ongoing relationship management.

The role emphasizes FAIS and TCF adherence, educating clients on suitable banking channels, and achieving branch targets while delivering excellent service in a dynamic team setting.

Qualifications

• Minimum qualification is 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

Customer service

Sales targets

Communication skills

FAIS knowledge

Education

NQF Level 5 Banking/related

Job description

FirstRand Bank Limited invites applications for a Branch Advisor role in a high-volume POP environment. You will provide compliant, professional financial advice and support existing clients, focusing on needs-based banking solutions and ongoing relationship management.

The role emphasizes FAIS and TCF adherence, educating clients on suitable banking channels, and achieving branch targets while delivering excellent service in a dynamic team setting.