Job Summary 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. Key Responsibilities 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 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 targets. Conduct 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. Candidate Profile Client‑focused and have an ethical approach to advice. Enjoy solving problems. Persuasive selling skills. Agile 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. Qualifications Minimum: Grade 12 / NQF Level 4. Preferred: 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. Benefits & Opportunities Opportunities to build relationships as part of a dynamic team. A challenging working environment. Personal and professional growth. Opportunity to impact a local market as a brand ambassador. EEO Statement 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. Candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose it to other parties. #J-18808-Ljbffr
Branch Advisor Fais
FIRSTRAND BANK LIMITED
sterkspruit, sterkspruit
Published 2 days ago
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