Financial Branch Advisor: Customer Solutions & Growth

FirstRand Limited; Noord-Kaap; Sur place; ZAR 557 000 - 667 000; Plein temps

Résumé du poste

FirstRand Limited is seeking a Branch Advisor in a high-volume FNB POP branch. You will provide compliant financial advice, educate customers on banking channels, and manage client relationships to drive retention and growth. Emphasis on FAIS/TCF adherence and accurate record-keeping.

The role requires 1–3 years in customer-facing financial services, minimum NQF Level 5 in Banking or related field, and strong communication and sales skills to meet targets.

Qualifications

• Strong FAIS, TCf knowledge and client-centric advice principles.
• Experience meeting sales, service and compliance targets.

Responsabilités

• Provide compliant, professional financial advice to walk-in clients in a high-volume branch.
• Build and manage long-term client relationships to support retention and growth.
• Educate customers on correct channels and banking platforms to meet needs.
• Maintain accurate client records and documentations in line with policy.

Connaissances

Customer service

Sales targets

Compliance awareness

Communication skills

Problem solving

Formation

NQF Level 5 Certificate in Banking or related FAIS field

Description du poste

FirstRand Limited is seeking a Branch Advisor in a high-volume FNB POP branch. You will provide compliant financial advice, educate customers on banking channels, and manage client relationships to drive retention and growth. Emphasis on FAIS/TCF adherence and accurate record-keeping.

The role requires 1–3 years in customer-facing financial services, minimum NQF Level 5 in Banking or related field, and strong communication and sales skills to meet targets.