Branch Banking Advisor - FAIS Compliant Client Specialist

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

Benefits offered by this job

Career development

Inclusive work environment

Job summary

FirstRand Limited is hiring a Branch Advisor in Grabouw to deliver compliant, professional financial guidance in a high-volume environment. You will build and manage client relationships, educate customers on banking platforms, and maintain accurate records for ongoing relationship management.

The role focuses on understanding client needs, meeting sales and service targets, and upholding FAIS, FICA, and TCF standards while contributing to local market growth.

Qualifications

• Minimum qualification: Grade 12 / NQF4.
• Preferred: NQF5 Banking, Business Admin, or Customer Service certification (FAIS aligned).
• Experience in customer-facing roles within financial services.

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide a positive customer experience in a high-volume service environment.
• Educate customers on banking platforms aligned with their needs.
• Maintain accurate client records and ensure compliance with FAIS and TCF.

Skills

Client focus

Communication

Sales oriented

Teamwork

Education

Grade 12 / NQF4

NQF5 Banking certificate

Job description

FirstRand Limited is hiring a Branch Advisor in Grabouw to deliver compliant, professional financial guidance in a high-volume environment. You will build and manage client relationships, educate customers on banking platforms, and maintain accurate records for ongoing relationship management.

The role focuses on understanding client needs, meeting sales and service targets, and upholding FAIS, FICA, and TCF standards while contributing to local market growth.