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Branch Advisor FAIS

Johannesburg Johannesburg, Gauteng Gauteng, South Africa
Closing date
Jun 3, 2024

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Job Role
Contract Type
Full Time
To provide a positive customer experience by being helpful and sensitive to customer needs and aspirations. Offering value adding solutions within a dynamic environment, whilst adhering to policy and process.
  • Execute own work in accordance with the organisational values and code of ethics.
  • Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution Identify and escalate risk as normal part of work.
  • Produce high quality work by adhering to predefined standards and procedures and in accordance with compliance and governance standards.
  • Work with enhanced processes and procedures to maintain operational efficiencies.
  • Deliver work in an accurate manner to ensure consistent results.
  • Draw on knowledge and experience to identify and develop solutions that leads to improved service delivery and quality
  • Adhere to quality standards, turnaround times and Company policies and procedures.
  • Complete relevant administration, reporting and updating of information accurately and on time.
  • Achieve sales targets in line with performance scorecards and achieve an acceptable cost of sales ratio through pipeline managements and sales quality.
  • Identify opportunities to increase sales revenue and to grow the organisational client base while containing costs.
  • Assist with retaining or signing unbanked customer base with a view to improve and increase profitability.
  • Maximize sales by selling packaged financial solutions to clients.
  • Maintain specialised knowledge on all FirstRand approved products, application procedure, fulfillment processes and timelines to drive and achieve relevant sales targets.
  • Maximise cross-selling opportunities.
  • Drive adoption of digital and other self-service options across client base.
  • Contribute to teamwork and inclusivity within own team.
  • Contribute to cost efficiencies through responsible utilisation of work related resources.
  • Achieve expected financial targets and uphold associated service levels.
  • Build and maintain stakeholder relationships.
  • Deliver customer service through adherence to quality service standards.

Job Details

Application Closing Date


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.

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