Branch Advisor FAIS

FirstRand Limited; Hermanus; On-site; ZAR 498,000 - 674,000; Full time

Job summary

FirstRand Limited, hosting the FNB Branch Advisor role in Hermanus, seeks a client-focused banking professional to deliver compliant financial guidance and service in a high-volume branch. You will build relationships, educate customers on the right banking channels, and maintain accurate records.

You will apply FAIS and TCF principles, stay updated on product knowledge, and drive sales targets while delivering excellent service and ethical advice.

Qualifications

• Minimum qualification is 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

• 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 our 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.
• Conduct yourself in an ethical manner.
• Take accountability for your own performance, personal and career development.
• Show empathy to customers.
• Stay updated on industry trends and product knowledge.
• Manage leads, referrals, and client follow-ups within agreed turnaround times.

Skills

Strong communication and interpersonal

Persuasive selling

Agile and Flexible

Results-driven with planning

Attention to detail and compliance

Independent and team work

Education

Grade 12 / NQF Level 4

NQF Level 5 Certificate in Banking/Business Admin/Customer Service

Job description

## Branch Advisor FAISApply: Hermanus: Full time: Posted Today: End Date: October 15, 2026 (4 days left to apply): R52542# **Job Description**Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.Hello Future Branch AdvisorWelcome to **FNB**, the home of the **#changeables**. We strive to be a trusted partner helping to create a better world by providing innovative, contextual, and integrated financial solutions.As part of our team in **FNB Points of Presence (POP)**, you will be surrounded by unique talents, and an inclusive environment which value our differences and that lives up to the promise of being deeply invested.As a **Branch Advisor**, you will be responsible for providing compliant, professional financial advice and to walk in and existing clients within a high-volume service branch environment. The role focuses on understanding client financial needs, offering appropriate product solutions, and ensuring ongoing client relationship management in line with FAIS, FICA legislation and Treating Customers Fairly (TCF) principles and FNB governance.Now’s the time to imagine your potential in a team where you can become the best version of yourself.Are you someone who can:* 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 our 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* Conduct yourself in an ethical manner.* Take accountability for your own performance, personal and career development.* Show empathy to customers.* Stay updated on industry trends and product knowledge.* Manage leads, referrals, and client follow-ups within agreed turnaround timesQualification & Experience Requirement* **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# You will be an ideal candidate if you possess the following:* Strong understanding of FAIS, TCF, and client-centric advice principles* Proven ability to meet sales, service, and compliance targetsYou will have access to:* Opportunities to build relationships as part of a dynamic team.* A challenging working environment* Personal and professional growth* Opportunities to have an impact on a local market as a brand ambassador.You can be a match if you are:* Client-focused and have an ethical approach to advice* Enjoy solving problems.* Persuasive selling skills* Agile and Flexible* Strong communication and interpersonal skills* Results-driven with strong planning and organization skills* Attention to detail and high compliance awareness* Ability to work independently and within a team**Apply now** if you are ready to take the next step in your career as an **FNB Points of Presence: Branch Advisor**, delivering exceptional service, growing customer relationships, and contributing to sustainable business performance