Relationship Banking Advisor | Growth, Service & Compliance

RMB; Roodepoort; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FirstRand Group’s POP division seeks a Branch Advisor to deliver compliant financial advice and exceptional customer experiences in a high‑volume branch setting. The role focuses on understanding client needs, offering suitable product solutions, and maintaining strong client relationships in line with FAIS and TCF standards.

You will build relationships, educate customers on banking channels, and manage leads while achieving branch targets.

Qualifications

• Minimum Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS.
• Strong understanding of FAIS, TCF, and client-centric advice principles.
• 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 client needs.
• Educate customers to the correct Banking platform aligned with their needs.
• CONNECT with our customers by living up to the brand promise of “how can we help you?”
• Analyze client data and provide appropriate financial advice and solutions in line with FAIS.
• Maintain accurate and complete client records and documentation.
• Achieve individual and branch sales and service targets.
• Conduct yourself in an ethical manner and take accountability for performance.
• Show empathy to customers, stay updated on industry trends and product knowledge.
• Manage leads, referrals, and client follow-ups within agreed turnaround times.

Skills

Strong communication

Client focus

Sales targets

Team collaboration

Ethical conduct

Adaptability

Education

NQF level 5 certificate in Banking

Job description

FirstRand Group’s POP division seeks a Branch Advisor to deliver compliant financial advice and exceptional customer experiences in a high‑volume branch setting. The role focuses on understanding client needs, offering suitable product solutions, and maintaining strong client relationships in line with FAIS and TCF standards.

You will build relationships, educate customers on banking channels, and manage leads while achieving branch targets.