FirstRand Corporate Centre

Branch Advisor FAIS

FirstRand Corporate Centre  •  Cape Town, ZA (Onsite)  •  2 hours ago
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Job Description

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.

Hello Future Branch Advisor (Blue Route Mall - Cape Town)

Welcome to FNB, the home of the #changeables We strive to be a trusted partner helping to create a better world by providing innovative, contextual, and integrated financial solutions.

As part of our team in FNB Points of Presence (POP), you will be surrounded by unique talents, and an inclusive environment which value our differences and that lives up to the promise of being deeply invested.

As a Branch Advisor, you will be responsible for providing compliant, professional financial advice and to walk in and existing clients within a high-volume service branch environment. The role focuses on understanding client financial needs, offering appropriate product solutions, and ensuring ongoing client relationship management in line with FAIS, FICA legislation and Treating Customers Fairly (TCF) principles and FNB governance.

Now’s the time to imagine your potential in a team where you can become the best version of yourself.

Are you someone who can:

  • Leads identified converted into successful sales.
  • Ensure activities support cost containment and reduction.
  • Educate customers on correct eChannels to maximize channel optimisation opportunities identified aligned to customer needs.
  • Connect with our customers by living up to our brand promise of “how can we help you?” at all times.
  • Converse with our customers in a way that they fully understand and provide helpful solutions and products based on their needs.
  • Always conduct themselves in an ethical manner.
  • Adhere to the TCF (Treating Customer fairly) principles in all that you do.
  • Optimize every customer interaction to migrate cash transactions and/or convert customer to eChannels and encourage use of digital and self-service channels.
  • Resolve all customer queries efficiently, and within agreed timelines.
  • Achievement of Sales and Service client retention by managing the breakdown activities as listed in the Sales and Service Operation requirements.
  • Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions.
  • Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
  • Demonstrates behaviour in support of the organizational values.
  • Takes accountability for own performance, personal and career development.
  • Maintain an ability to adapt to ever changing business and customer needs.
  • Contribute to the overall effectiveness and success of the team.
  • Improve knowledge and competencies by completing role specific training as per eCareers.

Qualification & Experience Requirement

  • 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

You will be an ideal candidate if you possess the following:

  • Strong understanding of FAIS, TCF, and client-centric advice principles

  • Proven ability to meet sales, service, and compliance targets

You will have access to:

  • 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.

You can be a match if you are

  • 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

Apply now if you are ready to take the next step in your career as an FNB Points of Presence: Branch Advisor, delivering exceptional service, growing customer relationships, and contributing to sustainable business performance

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.

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

20/06/26

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.

FirstRand Corporate Centre

About FirstRand Corporate Centre

The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The Corporate Centre’s stakeholders are external, such as regulators, shareholders, global developmental institutions and government; and also internal, mainly the market-leading businesses that service the group’s customers. These critical functions cover risk, compliance, governance, internal audit, treasury, finance and tax amongst many others. They require deep specialist and technical skills and ultimately represent the custodianship of the FirstRand group’s licence to operate.

Employees of the Corporate Centre develop a very unique perspective of the group because nowhere else can you own or be part of a mandate that operates across the portfolio. This allows for both big picture thinking and operational learning. It is also a great place to drive collaboration and a place to have a significant impact.

The Corporate Centre has adopted a blended approach to working, with a focus on balancing remote working and connections with colleagues in the workplace. Face-to-face interactions remain important to its way of working as these connections protect the business’s social capital, which is key to ensuring that FirstRand’s unique culture stays alive and continues to thrive.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Sandton, ZA
Year Founded
Unknown
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