Branch Advisor FAIS
On-site · Cape Town, Western Cape, South Africa
Job Summary
Provide compliant, professional financial advice in a high-volume branch environment, educating customers on correct channels (eChannels and Self Service) while adhering to FAIS and FICA regulations and Treating Customers Fairly (TCF). Drive sales and service retention, optimize customer interactions to migrate to digital/self-service channels, and maintain ethical, customer-focused relationships. The role is located at FirstRand POP in Blue Route Mall, Cape Town, within a dynamic team and requires adapting to evolving business and customer needs, completing role-specific training, and contributing to overall team success.
Required Qualifications
- Grade 12/NQF Level 4
- Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
- 1–3 years of experience in customer-facing environments, service delivery, or client support within financial services
- Strong understanding of FAIS, TCF, and client-centric advice principles
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