FAIS Branch Advisor — Build Lasting Client Partnerships

FirstRand Bank Limited

Midrand

On-site

ZAR 300,000 - 460,000

Full time

3 days ago
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Job summary

FirstRand Bank Limited is seeking a Branch Advisor to deliver compliant financial guidance within a high-volume branch. You will nurture client relationships, educate customers on the right channels, and drive product solutions aligned to client needs while adhering to FAIS, FICA, and TCF principles.

You will build relationships, maintain records, achieve sales targets, and stay informed on industry trends, all within an inclusive, ethical environment that values employee development and

Qualifications

  • FAIS and TCF understanding required
  • Client-centric financial advice experience preferred
  • Ability to achieve branch sales and service targets within regulatory guidelines

Responsibilities

  • Build and manage long-term client relationships to support retention and growth
  • Provide a positive customer experience and guide customers to the right channel
  • Educate customers on banking platforms aligned with their needs
  • Develop trusted customer relationships by upholding ethical standards
  • Provide compliant financial advice in line with FAIS and TCF requirements
  • Maintain accurate client records and documentation
  • Meet individual and branch sales/service targets
  • Act with integrity and take 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 relationship mgmt
FAIS & TCF knowledge
Sales targets
Interpersonal skills
Communication skills

Education

NQF Level 5 Banking certificate
1–3 years customer-facing exp

Job description

FirstRand Bank Limited is seeking a Branch Advisor to deliver compliant financial guidance within a high-volume branch. You will nurture client relationships, educate customers on the right channels, and drive product solutions aligned to client needs while adhering to FAIS, FICA, and TCF principles.

You will build relationships, maintain records, achieve sales targets, and stay informed on industry trends, all within an inclusive, ethical environment that values employee development and

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