Client-Focused Banking Advisor

FirstRand Limited; Roodepoort; On-site; ZAR 240,000 - 360,000; Full time

Job summary

FirstRand Limited in South Africa is seeking a Branch Advisor to deliver compliant financial guidance in a high-volume branch. You will build lasting client relationships, educate customers on banking channels, and maintain accurate records while meeting sales and service targets.

You will work within FAIS and TCF guidelines, contributing to customer satisfaction and governance. Employment equity commitments and disability inclusivity are highlighted by the bank.

Qualifications

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

Responsibilities

• Provide compliant, professional financial advice in a high-volume branch environment.
• Build and manage long-term client relationships to support retention and growth.
• Educate customers on the correct banking channel and capture accurate client records.

Skills

FAIS knowledge

TCF knowledge

Sales targets

Customer service

Education

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

Job description

FirstRand Limited in South Africa is seeking a Branch Advisor to deliver compliant financial guidance in a high-volume branch. You will build lasting client relationships, educate customers on banking channels, and maintain accurate records while meeting sales and service targets.

You will work within FAIS and TCF guidelines, contributing to customer satisfaction and governance. Employment equity commitments and disability inclusivity are highlighted by the bank.