Branch Financial Solutions & Sales Advisor

FirstRand Bank Limited; Mokopane; On-site; ZAR 180,000 - 250,000; Full time

Job summary

FirstRand Bank Limited is seeking an External Sales and Service Advisor to deliver exceptional customer experiences at our POP locations. You will build relationships, provide tailored financial solutions, and educate customers on banking platforms aligned to their needs.

You will meet sales, service and compliance targets, stay updated on FAIS requirements, and maintain accurate client records while operating ethically in a fast-paced environment.

Qualifications

• 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

Ethical advice

Persuasive selling

Strong communication

Interpersonal skills

Results-driven

Planning and organization

Attention to detail

Compliance awareness

Education

Grade 12 / NQF Level 4

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

Job description

FirstRand Bank Limited is seeking an External Sales and Service Advisor to deliver exceptional customer experiences at our POP locations. You will build relationships, provide tailored financial solutions, and educate customers on banking platforms aligned to their needs.

You will meet sales, service and compliance targets, stay updated on FAIS requirements, and maintain accurate client records while operating ethically in a fast-paced environment.