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FirstRandtoday

Branch Advisor

On-site · Johannesburg, Gauteng, South Africa

Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Large

Job Summary

Provide compliant professional financial advice in a high-volume branch environment, focusing on understanding client financial needs, offering appropriate product solutions, and maintaining client relationships in line with FAIS, FICA and TCF principles. Build and manage long-term client relationships to support retention and growth; educate customers on the banking platform to meet their needs; manage leads, referrals, and client follow-ups within defined turnaround times; stay updated on industry trends and product knowledge; demonstrate ethical, client-centric advice and achieve branch sales and service targets. Show empathy to customers and collaborate within a team while upholding governance and regulatory requirements. The role is within FirstRand’s South Africa branches, including FNB Points of Presence, and emphasizes servicing, compliance, and brand-aligned customer outcomes.

Required Qualifications

  • Minimum Qualification: 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
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FirstRand

Branch Advisor

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