FAIS Branch Advisor - Customer-Centric Banking Pro

FirstRand Bank; Orkney; In loco; ZAR 180.000 - 240.000; Tempo pieno

Descrizione del lavoro

FirstRand Bank’s branch network seeks a Branch Advisor to deliver compliant, professional financial advice in a high-volume environment. You will build long-term client relationships, understand needs, and recommend appropriate product solutions while adhering to FAIS and TCF.

You will educate customers on banking channels, maintain records, and strive to meet sales and service targets. The role emphasizes ethical conduct, continuous learning, and a strong client-centric mindset.

Competenze

• FAIS, TCF, and client-centric advice principles are essential.
• Meet sales, service and compliance targets.
• Strong communication and interpersonal skills are required.

Mansioni

• Build and maintain long-term client relationships to support retention and growth.
• Provide compliant, professional financial advice in a high-volume branch.
• Educate customers on banking channels and ensure appropriate product solutions.
• Maintain accurate client records and documentation.
• Achieve individual and branch sales and service targets.

Conoscenze

FAIS knowledge

TCF awareness

Sales targets

Compliance

Client comms

Interpersonal skills

Team collaboration

Formazione

NQF 5 Banking

Business Admin

Customer Service

Descrizione del lavoro

FirstRand Bank’s branch network seeks a Branch Advisor to deliver compliant, professional financial advice in a high-volume environment. You will build long-term client relationships, understand needs, and recommend appropriate product solutions while adhering to FAIS and TCF.

You will educate customers on banking channels, maintain records, and strive to meet sales and service targets. The role emphasizes ethical conduct, continuous learning, and a strong client-centric mindset.