Client-Centric Branch Advisor (FAIS) | Banking Guidance

FirstRand Bank Limited; Cradock; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FirstRand Bank Limited is seeking a Branch Advisor to deliver compliant financial advice and excellent customer service in a high-volume branch environment. You will understand client needs, offer suitable product solutions, and maintain ongoing relationships in line with FAIS, FICA, and TCF principles.

The role emphasizes ethical conduct, accuracy in client records, and achievement of sales and service targets while supporting personal and professional growth within a dynamic team.

Qualifications

• Minimum Qualification: Grade 12/ NQF Level 4.
• Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognised 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 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

FAIS knowledge

TCF awareness

Client-centric advice

Education

Grade 12 / NQF Level 4

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

Job description

FirstRand Bank Limited is seeking a Branch Advisor to deliver compliant financial advice and excellent customer service in a high-volume branch environment. You will understand client needs, offer suitable product solutions, and maintain ongoing relationships in line with FAIS, FICA, and TCF principles.

The role emphasizes ethical conduct, accuracy in client records, and achievement of sales and service targets while supporting personal and professional growth within a dynamic team.