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Branch Advisor FAIS

Company

FirstRand Bank Limited

Location

hluhluwe, South-Africa

Type

Full-time

Job Description: Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations and educate customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.

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
  • Co...

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