Client-Focused Banking Advisor | Growth & Compliance

FirstRand Bank Limited; George; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Hello Future Branch Advisor at FirstRand Bank Limited invites you to join a dynamic team at a POP location in George. The role centers on delivering compliant, professional financial guidance, building lasting client relationships, and driving service excellence in a high-volume branch environment.

You will educate customers on the right banking channels, ensure accurate records, and work toward branch sales and service targets while upholding FAIS and TCF standards.

Qualifications

• Minimum Qualification: Grade 12/ NQF Level 4.
• Preferred Qualification: NQF Level 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.

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

Customer focus

Ethical approach

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking/Business Admin/Customer Service

Job description

Hello Future Branch Advisor at FirstRand Bank Limited invites you to join a dynamic team at a POP location in George. The role centers on delivering compliant, professional financial guidance, building lasting client relationships, and driving service excellence in a high-volume branch environment.

You will educate customers on the right banking channels, ensure accurate records, and work toward branch sales and service targets while upholding FAIS and TCF standards.