In-Branch Banking Advisor: Digital Solutions & Service

Firstrand Limited; South Africa; On-site; ZAR 180,000 - 300,000; Full time

Job summary

FirstRand Bank Limited is hiring a Universal Banking Advisor to deliver compliant sales and service solutions in a busy branch, guiding customers to digital channels and self-service options. You will promote product solutions while upholding FAIS, FICA, TCF and governance standards in a high-volume environment.

Join a team focused on customer-centric service, needs-based selling and continuous development, with access to opportunities for growth within the FirstRand Group.

Qualifications

• Grade 12 minimum requirement.
• Preferred: NQF Level 5 certificate in Banking, Business Administration, Customer Service, or related FAIS-recognised fields.
• 1–3 years of experience in customer-facing environments within financial services.
• Strong understanding of FAIS, TCF principles and regulatory compliance.
• Proven ability to meet sales, service and customer experience targets.

Responsibilities

• Provide compliant sales and service solutions to walk-in and existing customers in a high-volume branch environment.
• Educate customers and migrate them to digital/e-Channels and self-service platforms.
• Manage leads, referrals and follow-ups within agreed turnaround times.
• Maintain accurate customer records and ensure FAIS, FICA, TCF and internal governance compliance.
• Contribute ethically and professionally to team success and customer satisfaction.

Skills

Customer service

Sales

Digital channels

Education

Grade 12

NQF Level 5 Banking/Business Admin/Customer Service

Job description

FirstRand Bank Limited is hiring a Universal Banking Advisor to deliver compliant sales and service solutions in a busy branch, guiding customers to digital channels and self-service options. You will promote product solutions while upholding FAIS, FICA, TCF and governance standards in a high-volume environment.

Join a team focused on customer-centric service, needs-based selling and continuous development, with access to opportunities for growth within the FirstRand Group.