Branch Advisor FAIS

FirstRand Bank India; Newcastle; On-site; ZAR 180,000 - 300,000; Full time

Job summary

FNB, the home of the #changeables, invites you to join our POP team as a Branch Advisor. You will provide compliant, professional financial advice in a high-volume branch environment and focus on understanding client needs to offer appropriate solutions.

Build long-term relationships, educate customers on the correct Banking platform, and maintain accurate records while upholding FAIS, FICA and TCF governance. This role supports personal and career growth within a dynamic brand.

Qualifications

• Minimum qualification: FAIS-recognised NQF Level 5 certificate in banking, business admin, or customer service.
• 1–3 years of customer-facing experience in financial services.
• Strong FAIS, TCF, and client-centric advisory knowledge.

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide a positive customer experience by being helpful and sensitive to transactional needs.
• Educate customers to the correct Banking platform aligned with their needs.
• Analyze client data to provide appropriate financial advice and solutions.
• Achieve sales and service targets in a high-volume branch.
• Maintain accurate client records and documentation.
• Manage leads, referrals, and client follow-ups within agreed turnaround times.

Skills

Communication skills

Persuasive selling

Results-driven

Attention to detail

Education

NQF Level 5 Certificate in Banking/Business Administration/Customer Service recognised by FAIS

Job description

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 Advisor

Welcome 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 inFNB 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 willbe responsible forproviding compliant, professional financial advice andto walkin and existing clients within a high-volume service branch environment. The role focuses on understanding client financial needs, offeringappropriate productsolutions, and ensuring ongoing client relationship management in line with FAIS, FICAlegislationand 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 andprovideappropriate financial advice and solutions aligned to client financial goals andin accordance withFAIS requirements

Maintainaccurateand 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

Qualification & Experience Requirement

• minimum Qualification: NQF Level 5 Certificate in Banking, Business Administration,
  Customer Service, or related fields recognized by FAIS

• 1–3 years of experience incustomer‑facingenvironments, service delivery, or client support within financial services

You will be an ideal candidate if youpossessthe following:

Strong understanding of FAIS, TCF, and client‑centric advice principles

Proven ability to meet sales, service, and compliance targets

You 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 communicationand 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

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities.In order forus to fulfill this purpose, candidates candisclosetheir disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law todisclosethis information to other parties.

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

10/09/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required to disclose this information to other parties.