Branch Advisor FAIS

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OtherAdvisor

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Quick Summary

Requirements Summary

NQF Level 5 Certificate in B

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OtherAdvisor

Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.

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 targetsConduct 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

Requirements

~1 min read

- minimum 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
Proven ability to meet sales, service, and compliance targets

Opportunities to build relationships as part of a dynamic team.
A challenging working environment
Personal and professional growth
Opportunities to have an impact on a local market as a brand ambassador.

Client-focused and have an ethical approach to advice
Enjoy solving problems.
Persuasive selling skillsAgile and Flexible
Strong communication and interpersonal skills
Results-driven with strong planning and organization skills
Attention to detail and high compliance awareness
Ability to work independently and within a team

16/10/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.