Branch Banking Advisor – FAIS Specialist

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

Benefits offered by this job

Growth opportunities

Challenging working environment

Personal growth

Brand ambassador impact

Job summary

FirstRand Bank Limited seeks a customer-focused Branch Advisor to deliver compliant financial guidance in a high-volume branch. You’ll educate customers on banking channels, build lasting client relationships, and drive sales while maintaining proper records.

FAIS and TCF compliance underpin every interaction, with focus on ethical service, data analysis, and ongoing client management. Join a dynamic POP team committed to delivering value and growth for clients and the bank.

Qualifications

• Minimum Qualification: Grade 12 / NQF Level 4
• Preferred Qualification: 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
• Proven ability to meet sales, service, and compliance targets

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

Client-focused

Strong communication

Persuasive selling

Agile & flexible

Results-driven

Education

NQF Level 5 Certificate in Banking, Business Administration, Customer Service

Grade 12 / NQF Level 4

Job description

FirstRand Bank Limited seeks a customer-focused Branch Advisor to deliver compliant financial guidance in a high-volume branch. You’ll educate customers on banking channels, build lasting client relationships, and drive sales while maintaining proper records.

FAIS and TCF compliance underpin every interaction, with focus on ethical service, data analysis, and ongoing client management. Join a dynamic POP team committed to delivering value and growth for clients and the bank.