Dynamic Banking Advisor – Branch Client Specialist

FirstRand Limited; Cape Town; On-site; ZAR 554,000 - 664,000; Full time

Job summary

FirstRand Limited, operating via FNB Points of Presence, seeks a Branch Advisor in Cape Town to provide compliant financial guidance in a busy branch. You will educate customers on banking channels, build relationships, and deliver tailored product solutions while ensuring accurate records and ongoing client engagement.

With 1–3 years in financial services, you’ll meet sales and service targets, stay compliant with FAIS, FICA, and TCF rules, and contribute to branch performance and customer

Qualifications

• FAIS, TCF and client-centric advice principles.
• Meet sales, service and compliance targets.
• 1–3 years of experience in customer-facing environments in financial services.
• Minimum qualification: Grade 12 / NQF Level 4; preferred NQF Level 5 in Banking.

Responsibilities

• Build and manage long-term client relationships in a high-volume branch.
• Educate customers on banking channels and products aligned to their needs.
• Provide compliant, professional financial advice in line with FAIS and TCF.
• Maintain accurate client records and documentation; manage leads and referrals.
• Achieve individual and branch sales and service targets; act ethically.

Skills

FAIS compliance

Customer service

Sales targets

Communication

Education

Grade 12 / NQF4

NQF5 Banking certificate

Job description

FirstRand Limited, operating via FNB Points of Presence, seeks a Branch Advisor in Cape Town to provide compliant financial guidance in a busy branch. You will educate customers on banking channels, build relationships, and deliver tailored product solutions while ensuring accurate records and ongoing client engagement.

With 1–3 years in financial services, you’ll meet sales and service targets, stay compliant with FAIS, FICA, and TCF rules, and contribute to branch performance and customer