Branch Banking Advisor: Grow Client Relationships

FirstRand Limited

Bronkhorstspruit

On-site

ZAR 201,000 - 257,000

Full time

5 days ago
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Benefits offered by this job

Employment Equity plan
Disability-friendly recruitment

Job summary

FirstRand Limited, through its FNB Points of Presence, seeks a Branch Advisor to deliver compliant financial advice and exceptional customer service in a high-volume branch. You will build lasting client relationships, guide customers to suitable banking channels, and support sales targets while maintaining strict adherence to FAIS and TCF requirements.

Ideal candidates have a 1–3 year track record in customer-facing roles within financial services, with a relevant NQF Level 5 Banking

Qualifications

  • NQF Level 5 Banking qualification required per FAIS regulation.
  • 1–3 years of experience in customer-facing environments 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 transactional needs.
  • Educate customers to the correct channel and banking platform for their needs.
  • Connect with customers by living the brand promise: “how can we help you?”.
  • Maintain accurate client records and documentation to support service quality.
  • Achieve individual and branch sales and service targets.
  • Conduct yourself ethically and take accountability for performance.

Skills

FAIS/TCF knowledge
Sales targets
Communication
Customer service

Education

NQF Level 5 Banking

Job description

FirstRand Limited, through its FNB Points of Presence, seeks a Branch Advisor to deliver compliant financial advice and exceptional customer service in a high-volume branch. You will build lasting client relationships, guide customers to suitable banking channels, and support sales targets while maintaining strict adherence to FAIS and TCF requirements.

Ideal candidates have a 1–3 year track record in customer-facing roles within financial services, with a relevant NQF Level 5 Banking

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