Branch Advisor FAIS

Wesbank; Pretoria; On-site; ZAR 552,000 - 661,000; Full time

Job summary

WesBank is hiring a Branch Advisor in Pretoria to deliver compliant financial advice in a high-volume branch, manage client relationships, and educate customers on the right banking channels and self-service options. The role requires FAIS knowledge and a customer-centric approach, with targets for sales and service.

You will work in a dynamic banking environment, ensuring accurate records, staying compliant with TC and policies, and contributing to the branch's growth and customer satisfaction.

Qualifications

• Minimum NQF Level 5 Certificate in Banking or related field.
• 1–3 years of customer-facing experience in financial services.
• Solid knowledge of FAIS, TCF and compliant financial advice.

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 the correct Banking platform and Self Service options.
• Maintain accurate client records and documentation; achieve sales and service targets.

Skills

Customer service

Sales skills

Communication

FAIS knowledge

Education

NQF Level 5 Certificate in Banking

Job description

## Branch Advisor FAISApply: Pretoria: Full time: Posted Today: End Date: October 16, 2026 (6 days left to apply): R54350# **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 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 targetsConduct 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** 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 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 skillsAgile 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 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 by law to disclose this information to other parties