Branch Financial Advisor: Customer Solutions

FirstRand Bank Limited; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FirstRand Bank Limited in Cape Town invites applications for a Branch External Sales and Service Advisor. You will provide compliant financial advice, build lasting client relationships, and address customer needs in a high-volume branch environment.

You will educate customers on the banking platform, manage leads, and strive to meet sales and service targets while upholding FAIS, FICA, and TCF standards across all interactions.

Qualifications

• 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 relationships

Sales targets

Customer service

Communication

Education

Grade 12 / NQF4

NQF5 Banking-related certificate

Job description

FirstRand Bank Limited in Cape Town invites applications for a Branch External Sales and Service Advisor. You will provide compliant financial advice, build lasting client relationships, and address customer needs in a high-volume branch environment.

You will educate customers on the banking platform, manage leads, and strive to meet sales and service targets while upholding FAIS, FICA, and TCF standards across all interactions.