Branch Advisor FAIS

Wesbank; Randburg; Vor Ort; ZAR 201.000 - 268.000; Vollzeit

Zusammenfassung

FNB Randburg is seeking a Branch Advisor to deliver compliant, professional financial advice in a high-volume branch. Walk-in clients are assisted with banking needs, and customers are educated on the correct channel (eChannels and Self Service) to improve experience.

You will build and manage long-term client relationships, maintain accurate records, and strive to meet sales and service targets while upholding FAIS, FICA and TCF standards.

Qualifikationen

• 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.
• Strong understanding of FAIS, TCF, and client-centric advice principles.

Aufgaben

• Provide compliant, professional financial advice in a high-volume branch environment.
• Walk-in customers and existing clients; educate on correct channels (eChannels, Self Service).
• Build and manage long-term client relationships to support retention and growth.
• Maintain accurate and complete client records and documentation.
• Achieve individual and branch sales and service targets; manage leads and referrals.

Kenntnisse

Client-focused

Ethical advice

Sales targets

Communication skills

Interpersonal skills

Ausbildung

NQF Level 5 Certificate in Banking, Business Administration, Customer Service

Jobbeschreibung

## Branch Advisor FAISApply: Randburg: Full time: Posted Today: End Date: October 15, 2026 (5 days left to apply): R54334# **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 growthProvide 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 requirementsMaintain accurate and complete client records and documentationAchieve 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 growthOpportunities 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 adviceEnjoy solving problems.Persuasive selling skillsAgile and FlexibleStrong communication and interpersonal skillsResults-driven with strong planning and organization skillsAttention to detail and high compliance awarenessAbility 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