Client-Focused Banking Advisor | Growth & Impact

Ashburton Investments; South Africa; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FirstRand is seeking a Hello Future Branch Advisor in South Africa to build strong client relationships, deliver exceptional service, and educate customers on banking solutions. The role emphasizes ethical conduct, data analysis, and achieving sales targets within a dynamic branch environment.

Ideal candidates have a financial qualification (NQF5+) and 1–2 years’ client services experience, with the ability to navigate regulated environments and adapt to changing customer needs.

Qualifications

• A completed financial related qualification (NQF5 or higher).
• 1-2 years’ experience in Client Services Support and delivery.

Responsibilities

• Build and maintain strong relationships with clients.
• Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.
• Educate customers on the correct Banking platform aligned with their needs.
• Connect with customers by living up to the brand promise of “how can we help you?”
• Analyze customer data and recommend tailored solutions.
• Achieve sales results by providing contextual and integrated financial solutions to customers.
• Conduct yourself in an ethical manner.

Skills

Customer relationships

Customer service

Sales targets

Communication

Problem solving

Product knowledge

Regulatory compliance

Education

NQF5 or higher qualification in finance

Job description

FirstRand is seeking a Hello Future Branch Advisor in South Africa to build strong client relationships, deliver exceptional service, and educate customers on banking solutions. The role emphasizes ethical conduct, data analysis, and achieving sales targets within a dynamic branch environment.

Ideal candidates have a financial qualification (NQF5+) and 1–2 years’ client services experience, with the ability to navigate regulated environments and adapt to changing customer needs.