Trusted Branch Advisor: Build Lasting Client Relationships

FirstRand Bank Limited; Swartruggens; On-site; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Growth opportunities

Dynamic team environment

Personal and professional development

Brand ambassador opportunities

Job summary

FirstRand Bank Limited is seeking a Branch Advisor to deliver compliant financial guidance in a busy POP environment. You will foster long-term client relationships, identify suitable product solutions, and ensure ongoing relationship management as per FAIS and TCF standards.

The role emphasizes customer-centric service, ethical conduct, and personal development within a dynamic team. Applicants should understand banking platforms and strive for service excellence.

Qualifications

• NQF Level 5 Certificate in Banking or related FAIS-recognized field.
• 1–3 years of experience in customer-facing environments, service delivery, or client support within financial services.

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.
• Educate customers to the correct Banking platform aligned with their needs.
• Connect with our customers by living up to our brand promise of “how can we help you?” at all times.
• Analyze customer data and provide appropriate financial advice and solutions aligned to client financial goals and in accordance with FAIS requirements.
• Maintain accurate and complete client records and documentation.
• Achieve individual and branch sales and service targets.
• Conduct yourself in an ethical manner.
• Take accountability for your own performance, personal and career development.
• Show empathy to customers.
• Stay updated on industry trends and product knowledge.
• Manage leads, referrals, and client follow-ups within agreed turnaround times.

Skills

Client relationship management

Communication skills

Sales skills

Problem solving

Teamwork

Education

NQF Level 5 Certificate in Banking

Job description

FirstRand Bank Limited is seeking a Branch Advisor to deliver compliant financial guidance in a busy POP environment. You will foster long-term client relationships, identify suitable product solutions, and ensure ongoing relationship management as per FAIS and TCF standards.

The role emphasizes customer-centric service, ethical conduct, and personal development within a dynamic team. Applicants should understand banking platforms and strive for service excellence.