Branch Advisor – Financial Services (FAIS)
firstrand · Dalton
Job description
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.
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Published 1 week ago
Expires 1 month from now
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firstrand
Dalton
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