Branch Financial Advisor & Client Growth Champion

FirstRand Bank Limited; Roodepoort; On-site; ZAR 180,000 - 300,000; Full time

Job summary

FirstRand Bank Limited in Roodepoort is seeking a Branch External Sales and Service Advisor to deliver compliant financial guidance and support for existing clients in a high-volume branch. You will grow relationships, educate customers on banking platforms, and ensure accurate records while achieving sales and service targets.

The role requires FAIS/TCF awareness, strong communication and a client-centric approach, with a focus on ethical advisory practices and regulatory compliance.

Qualifications

• Minimum Qualification: Grade 12 / NQF Level 4
• Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service or related FAIS fields
• 1–3 years experience in customer-facing environments within financial services

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide compliant, professional financial advice in a high-volume branch.
• Educate customers on correct banking platforms and solutions.
• Maintain accurate client records and documentation in line with regulations.
• Achieve individual and branch sales and service targets.
• Adhere to FAIS, FICA and TCF principles and bank governance.

Skills

Client focus

Sales orientation

Interpersonal skills

Communication

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking/Business Admin/Customer Service (FAIS)

Tools

FAIS compliance

TCF awareness

Job description

FirstRand Bank Limited in Roodepoort is seeking a Branch External Sales and Service Advisor to deliver compliant financial guidance and support for existing clients in a high-volume branch. You will grow relationships, educate customers on banking platforms, and ensure accurate records while achieving sales and service targets.

The role requires FAIS/TCF awareness, strong communication and a client-centric approach, with a focus on ethical advisory practices and regulatory compliance.