Customer-Centric Banking Advisor

Wesbank; Bloemfontein; On-site; ZAR 180,000 - 300,000; Full time

Job summary

FirstRand Group's FNB POP branch is seeking a Branch Advisor to deliver compliant financial guidance and superior customer service in a high-volume environment.

You will build lasting client relationships, educate customers on suitable banking options, and maintain precise records while meeting branch targets. This role emphasizes ethical practice and ongoing professional development.

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.

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

Client focus

Problem solving

Persuasive selling

Agile and flexible

Communication skills

Interpersonal skills

Planning and organization

Attention to detail

Compliance awareness

Independent work

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields

Job description

FirstRand Group's FNB POP branch is seeking a Branch Advisor to deliver compliant financial guidance and superior customer service in a high-volume environment.

You will build lasting client relationships, educate customers on suitable banking options, and maintain precise records while meeting branch targets. This role emphasizes ethical practice and ongoing professional development.