Branch Advisor: Build Relationships & Financial Solutions

Wesbank; Noord-Kaap; On-site; ZAR 557,000 - 667,000; Full time

Job summary

FNB Points of Presence offers a Branch Advisor role focused on delivering compliant financial advice and exceptional customer service in a high-volume branch environment. You will engage with walk-in clients, understand their financial needs, and present suitable product solutions while maintaining accurate records.

As part of a dynamic team, you will build lasting client relationships, educate customers on appropriate banking platforms, and ensure adherence to FAIS and TCF standards, with

Qualifications

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

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide compliant, professional financial advice to walk-in and existing clients in a high-volume branch.
• Educate customers to the correct Banking platform aligned with their needs and ensure proper documentation.
• Achieve individual and branch sales and service targets while maintaining high compliance standards.

Skills

FAIS knowledge

TCF knowledge

Customer service

Sales targets

Interpersonal skills

Education

NQF Level 5 Certificate in Banking

Job description

FNB Points of Presence offers a Branch Advisor role focused on delivering compliant financial advice and exceptional customer service in a high-volume branch environment. You will engage with walk-in clients, understand their financial needs, and present suitable product solutions while maintaining accurate records.

As part of a dynamic team, you will build lasting client relationships, educate customers on appropriate banking platforms, and ensure adherence to FAIS and TCF standards, with