Client-Centric Banking Advisor

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

Job summary

FirstRand Bank Limited is seeking a Branch Advisor to deliver compliant financial guidance in a high-volume POP environment. You will help clients identify suitable product solutions, educate them on banking channels, and manage ongoing relationships in line with FAIS, FICA, and TCF standards.

The role emphasizes building trust, meeting sales/service targets, and maintaining accurate records while staying informed on industry trends and product knowledge.

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 compliant, professional financial advice in a high-volume branch environment.
• Educate customers to the correct banking platform aligned with their needs.
• Maintain accurate and complete client records and documentation.
• Achieve individual and branch sales and service targets.
• Take accountability for own performance and career development.

Skills

Communication

Interpersonal skills

Client focus

Sales aptitude

Planning & organization

Education

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

Job description

FirstRand Bank Limited is seeking a Branch Advisor to deliver compliant financial guidance in a high-volume POP environment. You will help clients identify suitable product solutions, educate them on banking channels, and manage ongoing relationships in line with FAIS, FICA, and TCF standards.

The role emphasizes building trust, meeting sales/service targets, and maintaining accurate records while staying informed on industry trends and product knowledge.