Branch Advisor
On-site · Johannesburg, Gauteng, South Africa
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
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.