Client-Centric Banking Branch Advisor

Wesbank

Bloemfontein

On-site

ZAR 180,000 - 240,000

Full time

5 days ago

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Job summary

FirstRand Group's FNB Branch Advisor position in Bloemfontein seeks a client-focused professional to deliver compliant financial guidance in a high-volume branch. You will educate customers, manage records, and help achieve branch targets while upholding FAIS and TCF standards.

Join a dynamic team across Mangaung region, with opportunities for growth and professional development in a respected financial services group.

Qualifications

Minimum qualification: Grade 12 or NQF 4.
Preferred: NQF 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.
Strong understanding of FAIS, TCF, and client-centric advice principles.
Proven ability to meet sales, service, and compliance targets.
Ethical approach to client advising.

Responsibilities

Build and manage long-term client relationships to support retention and growth.
Provide compliant, professional financial advice to walk-in and existing clients.
Educate customers on the Banking platform aligned with their needs.
Maintain accurate and complete client records and documentation.
Achieve individual and branch sales and service targets.