Branch Advisor FAIS

About this role

FirstRand, through FNB, is hiring a Branch Advisor FAIS for its Points of Presence (POP) team in Vryburg. The role gives advice to walk-in and existing clients in a busy service branch.

What you’ll do

• Help walk-in and existing clients with their banking needs in a friendly, patient way.
• Find out what each client needs financially and suggest suitable products.
• Show clients the right banking channel for their needs, such as eChannels and self-service options.
• Keep client records complete and up to date.
• Build long-term client relationships and follow up on leads, referrals and client requests on time.
• Meet sales and service targets for yourself and the branch while following FAIS, FICA and Treating Customers Fairly (TCF) rules.
• Keep your product and industry knowledge current.

What you need

• An NQF Level 5 certificate in Banking, Business Administration, Customer Service or a related field recognised by FAIS.
• 1 to 3 years of experience in customer-facing work, service delivery or client support in financial services.
• A strong understanding of FAIS, TCF and client-centred advice principles.
• Proven ability to meet sales, service and compliance targets.
• Strong communication and interpersonal skills.
• Good planning and organisation skills, with attention to detail.
• Persuasive selling skills (advantageous).
• Problem-solving skills and the ability to work both alone and in a team.

Is this job for you?

This role suits someone who enjoys helping people and getting results. You should care about doing the right thing for clients and be comfortable following strict compliance rules. If you have some years of service experience in banking or finance, this could be a good next step.

Tips before you apply

• Have your NQF Level 5 certificate and a list of your work experience ready, with dates and employer names.
• On your CV, show examples of times you helped customers, met targets or followed compliance rules.
• Explain how you have worked with FAIS, TCF or similar rules, even if it was in a previous customer service job.

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