Branch Financial Advisor - Sales & Service

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

Job summary

FirstRand Bank Limited in South Africa is seeking a Branch External Sales and Service Advisor to understand client needs, provide compliant financial advice, and grow relationships in a high-volume branch.

You will guide customers to suitable banking solutions, maintain accurate records, meet sales and service targets, and stay updated on FAIS, TCF, and industry trends while upholding the brand promise to help customers.

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

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

FAIS

TCF

Sales targets

Customer service

Interpersonal skills

Communication

Education

Grade 12 / NQF Level 4

NQF Level 5 Banking/Customer Service

Job description

FirstRand Bank Limited in South Africa is seeking a Branch External Sales and Service Advisor to understand client needs, provide compliant financial advice, and grow relationships in a high-volume branch.

You will guide customers to suitable banking solutions, maintain accurate records, meet sales and service targets, and stay updated on FAIS, TCF, and industry trends while upholding the brand promise to help customers.