Client-Centric Banking Advisor — Branch Sales & Service

firstrand; Boksburg; On-site; ZAR 240,000 - 360,000; Full time

Job summary

FirstRand’s FNB POP is hiring a Branch External Sales and Service Advisor to deliver compliant, professional financial guidance in a high-volume branch. You will build relationships, assess client needs, and offer tailored banking solutions while upholding FAIS, FICA, and TCF standards.

Join a team that values service excellence, ethical conduct, and personal growth, with opportunities to influence local markets as a brand ambassador and to advance your career within the FirstRand ecosystem.

Qualifications

• Strong understanding of FAIS, TCF, and client-centric advice principles
• Proven ability to meet sales, service, and compliance targets
• 1-3 years of experience in customer-facing environments 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 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

Problem solving

Persuasive selling

Agile

Strong communication

Interpersonal skills

Planning & organization

Teamwork

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS

Job description

FirstRand’s FNB POP is hiring a Branch External Sales and Service Advisor to deliver compliant, professional financial guidance in a high-volume branch. You will build relationships, assess client needs, and offer tailored banking solutions while upholding FAIS, FICA, and TCF standards.

Join a team that values service excellence, ethical conduct, and personal growth, with opportunities to influence local markets as a brand ambassador and to advance your career within the FirstRand ecosystem.