Branch Financial Solutions & Service Advisor

FirstRand Bank Limited

Wes-Kaap

On-site

ZAR 180,000 - 240,000

Full time

8 days ago

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Job summary

FirstRand Bank Limited, in South Africa, seeks an external sales and service advisor for its POP branch network to deliver tailored financial solutions and excellent customer service. You will walk-in and existing clients through product options, ensuring compliance with FAIS and TCF while driving branch targets.

The role emphasizes understanding client needs, data-driven advice, and maintaining accurate records in a fast-paced banking environment, with opportunities for growth and local market

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 compliant, professional financial advice in a high-volume branch environment.
Educate customers on banking platforms aligned with their needs and FAIS requirements.
Achieve individual and branch sales and service targets.
Maintain accurate and complete client records and documentation.

Skills

Communication skills

Interpersonal skills

Persuasive selling

Client-focused

Ethical advisory

Education

Grade 12 / NQF 4

NQF Level 5 Banking certificate

Job description

The role emphasizes understanding client needs, data-driven advice, and maintaining accurate records in a fast-paced banking environment, with opportunities for growth and local market

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