FAIS Branch Advisor: Client Growth & Compliance

FirstRand Bank; Vereeniging; In loco; ZAR 250.000 - 360.000; Tempo pieno

Descrizione del lavoro

FirstRand Bank is seeking a Branch Advisor to deliver compliant, professional financial guidance in a high-volume POP-based branch. You will nurture relationships, educate clients on suitable banking solutions, and uphold FAIS, FICA, and TCF standards while driving service and sales goals.

Join a team committed to ethical conduct, accurate record-keeping, and ongoing personal growth in a dynamic, customer-focused environment. Training and brand support are provided.

Competenze

• Strong understanding of FAIS, TCF, and client-centric advice principles.
• Experience meeting sales, service, and compliance targets.
• Professional financial advisory capability within a high-volume branch context.

Mansioni

• Build and manage long-term client relationships to support retention and growth.
• Provide a positive customer experience by being helpful and sensitive to transactional needs.
• Educate customers on the correct Banking platform aligned with their needs.
• Connect with customers by living up to the brand promise of how can we help you?
• Analyze client data to provide appropriate financial advice and solutions in line with FAIS requirements.
• Maintain accurate and complete client records and documentation.
• Aim to achieve individual and branch sales and service targets.
• Conduct yourself in an ethical manner and stay compliant.
• Take accountability for personal performance and career development.
• Show empathy to customers and stay updated on industry trends and product knowledge.
• Manage leads, referrals, and client follow-ups within agreed turnaround times.

Conoscenze

Customer service

Relationship management

Communication

Sales-oriented

Compliance and ethics

Formazione

NQF Level 5 Certificate in Banking

NQF Level 5 Certificate in Business Administration

NQF Level 5 Certificate in Customer Service

Descrizione del lavoro

FirstRand Bank is seeking a Branch Advisor to deliver compliant, professional financial guidance in a high-volume POP-based branch. You will nurture relationships, educate clients on suitable banking solutions, and uphold FAIS, FICA, and TCF standards while driving service and sales goals.

Join a team committed to ethical conduct, accurate record-keeping, and ongoing personal growth in a dynamic, customer-focused environment. Training and brand support are provided.