FAIS-Compliant Branch Advisor: Build Relationships

FirstRand Bank Limited; Estcourt; On-site; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Relationship building

Challenging environment

Growth opportunities

Brand ambassador impact

Job summary

FirstRand Bank Limited’s FNB Points of Presence (POP) offers a Branch Advisor role in a high-volume environment. You will provide compliant, professional financial advice, educate customers on the correct channel, and build lasting relationships while aligning with FAIS, FICA and TCF policies.

Ideal candidates have 1–3 years in customer-facing roles, a NQF Level 5 banking qualification, and a proactive, service-driven approach to meet branch targets and support a trusted banking experience for

Qualifications

• FAIS, TCF, and client-centric advice principles are essential
• Proven ability to meet sales, service, and compliance targets

Responsibilities

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

Skills

Client focus

Sales skills

Communication

Teamwork

Education

NQF Level 5 Banking/Business Admin/Customer Service

Job description

FirstRand Bank Limited’s FNB Points of Presence (POP) offers a Branch Advisor role in a high-volume environment. You will provide compliant, professional financial advice, educate customers on the correct channel, and build lasting relationships while aligning with FAIS, FICA and TCF policies.

Ideal candidates have 1–3 years in customer-facing roles, a NQF Level 5 banking qualification, and a proactive, service-driven approach to meet branch targets and support a trusted banking experience for