Branch Advisor – Financial Services (FAIS)

About the role

The Branch Advisor will deliver compliant, professional financial advice to walk‑in and existing clients in a high‑volume branch environment, focusing on client needs, product solutions and regulatory adherence.

Key responsibilities

• Build and manage long‑term client relationships to support retention and growth.
• Provide a positive customer experience by addressing transactional needs and guiding customers to the appropriate e‑channels and self‑service platforms.
• Educate customers on the correct banking platform aligned with their needs.
• Analyze customer data and deliver financial advice and product solutions in line with FAIS and TCF requirements.
• Maintain accurate and complete client records and documentation.
• Achieve individual and branch sales and service targets while complying with regulatory standards.
• Manage leads, referrals, and client follow‑ups within agreed turnaround times.
• Stay updated on industry trends, product knowledge and regulatory changes.

Required profile

• Strong understanding of FAIS, TCF and client‑centric advice principles.
• Proven ability to meet sales, service and compliance targets.

What we offer

• Opportunities to build relationships as part of a dynamic team.
• A challenging working environment with personal and professional growth.
• Opportunities to have an impact on the local market as a brand ambassador.
• Supportive inclusion policies aligned with FirstRand Group’s Employment Equity plan.