Client-Focused FAIS Branch Advisor

firstrand

Bloemfontein

On-site

ZAR 180,000 - 240,000

Full time

3 days ago
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Benefits offered by this job

Relationship building
Challenging environment
Growth opportunities
Brand ambassador

Job summary

FirstRand Group’s FNB POP is seeking a Branch Advisor to deliver compliant financial advice and foster strong client relationships in a high-volume branch setting. You will educate customers on the most suitable banking channels and ensure records are complete and up-to-date.

Ideal candidates demonstrate FAIS knowledge, TCF adherence, and a customer-first approach, with the ability to hit sales and service targets while upholding governance standards.

Qualifications

  • 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 compliant, professional financial advice in a high-volume branch environment.
  • Educate clients on banking platforms aligned with their needs.
  • Maintain accurate client records and documentation.
  • Achieve individual and branch sales and service targets.

Skills

FAIS & TCF understanding
Client-centric advice
Communication skills
Sales orientation

Education

Grade 12/NQF 4
NQF5 Banking/Business Admin/Customer Service

Job description

FirstRand Group’s FNB POP is seeking a Branch Advisor to deliver compliant financial advice and foster strong client relationships in a high-volume branch setting. You will educate customers on the most suitable banking channels and ensure records are complete and up-to-date.

Ideal candidates demonstrate FAIS knowledge, TCF adherence, and a customer-first approach, with the ability to hit sales and service targets while upholding governance standards.

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