Customer-Focused Banking Advisor: Branch Sales & Service

FirstRand Bank Limited; Roodepoort; On-site; ZAR 260,000 - 380,000; Full time

Benefits offered by this job

Opportunities to build relationships

Challenging working environment

Personal and professional growth

Brand ambassador impact in local市场

Job summary

FirstRand Bank Limited in South Africa seeks a Branch External Sales and Service Advisor to deliver compliant, professional financial advice in a high-volume branch. You will build long-term client relationships, educate customers on banking platforms, and drive sales while adhering to FAIS, FICA and TCF guidelines.

You must be client-focused, persuasive, and adaptable, with strong communication and organizational skills. The role offers opportunities for growth within a dynamic team.

Qualifications

• Minimum qualification Grade 12 / NQF Level 4.
• Preferred qualification NQF Level 5 Certificate in Banking, Business Administration, or related fields recognized by FAIS.
• 1–3 years of experience in customer-facing environments within financial services.

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide compliant, professional financial advice in a high-volume branch.
• Educate customers on the correct Banking platform for their needs.
• Meet or exceed branch sales and service targets.
• Maintain client records and documentation in line with FAIS, FICA, and TCF.
• Demonstrate ethical conduct and accountability for performance and development.
• Stay updated on industry trends and product knowledge.
• Manage leads, referrals, and client follow-ups within agreed timelines.

Skills

Client-focused

Communication skills

Interpersonal skills

Persuasive selling

Agile and flexible

Teamwork

Attention to detail

Compliance awareness

Education

Grade 12 / NQF4

NQF5 certificate in Banking / related fields

Job description

FirstRand Bank Limited in South Africa seeks a Branch External Sales and Service Advisor to deliver compliant, professional financial advice in a high-volume branch. You will build long-term client relationships, educate customers on banking platforms, and drive sales while adhering to FAIS, FICA and TCF guidelines.

You must be client-focused, persuasive, and adaptable, with strong communication and organizational skills. The role offers opportunities for growth within a dynamic team.