Branch Advisor: Elevate the Customer Banking Experience

Wesbank; Cape Town; On-site; ZAR 340,000 - 420,000; Full time

Job summary

FNB Points of Presence: Branch Advisor at V&A Waterfront, Cape Town, is responsible for delivering compliant financial advice and managing client relationships in a busy branch environment. The role emphasizes FAIS and FICA compliance, TCF principles, and aligning banking solutions to client needs.

You will educate customers on the most suitable banking channels, maintain accurate client records, and strive to meet sales and service targets while upholding ethical standards and brand values.

Qualifications

• Minimum Qualification: Grade 12/NQF Level 4.
• Preferred 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.

Responsibilities

• Provide compliant, professional financial advice in a high-volume branch.
• Build and manage long-term client relationships to support retention and growth.
• Educate customers to banking platforms aligned with their needs.
• Achieve individual and branch sales and service targets.
• Maintain accurate and complete client records and documentation.

Skills

FAIS knowledge

TCF knowledge

Client-centric advice

Communication skills

Education

Grade 12 / NQF 4

NQF Level 5 Certificate

Job description

FNB Points of Presence: Branch Advisor at V&A Waterfront, Cape Town, is responsible for delivering compliant financial advice and managing client relationships in a busy branch environment. The role emphasizes FAIS and FICA compliance, TCF principles, and aligning banking solutions to client needs.

You will educate customers on the most suitable banking channels, maintain accurate client records, and strive to meet sales and service targets while upholding ethical standards and brand values.