Relationship Banking Advisor

firstrand

Carletonville

On-site

ZAR 180,000 - 270,000

Full time

6 days ago
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Job summary

FirstRand's First National Bank (FNB) POP branch is seeking a Branch Advisor to deliver compliant, professional financial guidance in a high-volume environment. You will assist walk-in clients, educate on banking channels, and maintain accurate client records while aligning solutions to client needs.

You will build lasting relationships, achieve branch targets, stay current on FAIS and TCF regulations, and manage leads with empathy in a dynamic local market.

Qualifications

  • FAIS, TCF and client-centric advice principles knowledge.
  • Ability to meet sales, service and compliance targets.
  • Commitment to high ethical standards and regulatory requirements.

Responsibilities

  • Provide compliant, professional financial advice to walk-in clients in a high-volume branch.
  • Understand client needs and offer suitable product solutions while documenting interactions.
  • Maintain accurate client records and meet branch sales and service targets.
  • Build long-term relationships and manage leads, referrals, and follow-ups.
  • Stay updated on FAIS/TCF rules and industry trends; work independently and in a team.

Skills

Client-centric
Communication skills
Sales orientation
Interpersonal skills
Problem solving

Education

NQF Level 5 Certificate in Banking or FAIS-recognised field

Job description

FirstRand's First National Bank (FNB) POP branch is seeking a Branch Advisor to deliver compliant, professional financial guidance in a high-volume environment. You will assist walk-in clients, educate on banking channels, and maintain accurate client records while aligning solutions to client needs.

You will build lasting relationships, achieve branch targets, stay current on FAIS and TCF regulations, and manage leads with empathy in a dynamic local market.

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