Empathetic Banking Branch Advisor

FirstRand Limited; Roodepoort; On-site; ZAR 240,000 - 360,000; Full time

Job summary

FirstRand Limited is seeking a Branch Advisor to deliver compliant, professional financial guidance in a high-volume branch. You will focus on understanding client needs, offering suitable product solutions, and maintaining strong client relationships in line with FAIS and TCF principles.

You will educate customers on the right channel, manage leads, and consistently meet branch targets while upholding ethical standards and regulatory requirements.

Qualifications

• Strong FAIS/TCF knowledge and client-centric advice principles.
• Ability to build long-term client relationships with ethical conduct.
• Experience in a high-volume service environment is preferred.

Responsibilities

• Provide compliant, professional financial advice in a busy branch.
• Build and manage long-term client relationships for retention and growth.
• Educate customers on banking channels that best fit their needs.
• Maintain accurate client records and documentation.
• Achieve individual and branch sales and service targets.
• Handle leads, referrals, and follow-ups within agreed timelines.

Skills

Client relationships

Sales targets

Communication skills

Empathy

Education

NQF Level 5 Banking/FAIS recognized

Job description

FirstRand Limited is seeking a Branch Advisor to deliver compliant, professional financial guidance in a high-volume branch. You will focus on understanding client needs, offering suitable product solutions, and maintaining strong client relationships in line with FAIS and TCF principles.

You will educate customers on the right channel, manage leads, and consistently meet branch targets while upholding ethical standards and regulatory requirements.