Client-Focused Banking Advisor | Build Relationships & Solutions

FirstRand Bank India; Germiston; On-site; ZAR 201,000 - 312,000; Full time

Job summary

FNB is seeking a Branch Advisor to provide compliant, professional financial advice in a high-volume branch. You will build long-term client relationships, educate customers on the right banking channels, and ensure records and documentation are accurate.

The role emphasizes FAIS and TCF adherence, ethical conduct, and achievement of sales and service targets within a collaborative team. This position offers growth and exposure to local market branding.

Qualifications

• Minimum 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.
• Achieve individual and branch sales and service targets.
• Maintain accurate client records and documentation.

Skills

Client relationships

Sales driven

Communication skills

FAIS knowledge

TCF awareness

Persuasive selling

Education

NQF Level 5 Certificate in Banking/related field

Job description

FNB is seeking a Branch Advisor to provide compliant, professional financial advice in a high-volume branch. You will build long-term client relationships, educate customers on the right banking channels, and ensure records and documentation are accurate.

The role emphasizes FAIS and TCF adherence, ethical conduct, and achievement of sales and service targets within a collaborative team. This position offers growth and exposure to local market branding.