FAIS-Compliant Branch Advisor: Customer-Focused Banking

FirstRand Group; Orkney; On-site; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Inclusive environment

Career growth opportunities

Job summary

FirstRand Group is seeking a Branch Advisor to deliver compliant, professional financial advice in a high-volume branch. You will build strong client relationships, educate customers on banking channels, and ensure timely follow-ups while maintaining records.

The role emphasizes FAIS and TCF compliance, ethical conduct, and personal development within a dynamic team. Eligible candidates should be goal-driven and detail-oriented.

Qualifications

• NQF Level 5 FAIS-compliant banking qualification required.
• 1–3 years’ experience in customer-facing environments within financial services.
• Strong understanding of FAIS, TCF and client-centric advice principles.

Responsibilities

• 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 and expectations.
• Educate customers on the correct banking channel and solutions that fit their needs.
• Connect with customers by living up to the brand promise of putting customers first.
• Analyze customer data to provide appropriate financial advice and solutions aligned to goals.

Skills

Strong communication

Interpersonal skills

Persuasive selling skills

Attention to detail

Compliance awareness

Teamwork

Education

NQF Level 5 Certificate in Banking/related FAIS field

Job description

FirstRand Group is seeking a Branch Advisor to deliver compliant, professional financial advice in a high-volume branch. You will build strong client relationships, educate customers on banking channels, and ensure timely follow-ups while maintaining records.

The role emphasizes FAIS and TCF compliance, ethical conduct, and personal development within a dynamic team. Eligible candidates should be goal-driven and detail-oriented.