Client-Focused Branch Advisor: Elevate Customer Experience

RMB; Johannesburg; On-site; ZAR 300,000 - 420,000; Full time

Benefits offered by this job

Dynamic team environment

Personal and professional growth

Impact on local market

Job summary

FirstRand Group, through its FNB Points of Presence, seeks a Branch Advisor to deliver compliant, professional financial advice in a high-volume branch setting. You will build relationships, educate clients on banking channels, and drive sales and service targets while upholding FAIS and TCF standards.

You will handle client data with integrity, stay current on product knowledge, and contribute to a positive brand experience in a dynamic team environment.

Qualifications

• Requirement minimum 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

Customer focus

Ethical advisory

Sales targets

Communication skills

Education

NQF Level 5 Banking Certificate

Job description

FirstRand Group, through its FNB Points of Presence, seeks a Branch Advisor to deliver compliant, professional financial advice in a high-volume branch setting. You will build relationships, educate clients on banking channels, and drive sales and service targets while upholding FAIS and TCF standards.

You will handle client data with integrity, stay current on product knowledge, and contribute to a positive brand experience in a dynamic team environment.