Branch Advisor: Expert Financial Guidance & Client Relationships

RMB Nigeria Limited; Pretoria; On-site; ZAR 240,000 - 360,000; Full time

Job summary

FNB POP in Pretoria is seeking a Branch Advisor to deliver compliant, professional financial advice in a high-volume branch. You will help clients choose banking solutions aligned to their needs and maintain accurate client records.

You will operate under FAIS and TCF, build lasting client relationships, meet sales and service targets, and contribute to sustainable township market growth while upholding governance and ethics.

Qualifications

• Minimum Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognised by FAIS
• 1–3 years of experience in customer-facing environments, service delivery, or client support within financial services

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 Banking platform aligned with their needs
• Achieve individual and branch sales and service targets
• Maintain accurate client records and documentation
• Manage leads, referrals, and client follow-ups within agreed turnaround times

Skills

Client focus

Communication

Sales targets

Attention to detail

FAIS awareness

Education

NQF Level 5 Certificate (Banking/Business Admin/Customer Service)

Job description

FNB POP in Pretoria is seeking a Branch Advisor to deliver compliant, professional financial advice in a high-volume branch. You will help clients choose banking solutions aligned to their needs and maintain accurate client records.

You will operate under FAIS and TCF, build lasting client relationships, meet sales and service targets, and contribute to sustainable township market growth while upholding governance and ethics.