Branch Advisor FAIS

FirstRand Limited; Randburg; On-site; ZAR 201,000 - 312,000; Full time

Benefits offered by this job

Career development

Growth opportunities

Job summary

FirstRand Limited’s FNB POP Branch Advisor role in Gauteng requires delivering compliant financial advice in a high-volume branch. You will build lasting client relationships, analyze needs, and guide customers to suitable banking solutions while maintaining records and following policy.

You will need FAIS/TCF knowledge, strong communication, and a client-centric mindset to meet sales and service targets and contribute to local growth.

Qualifications

• FAIS, TCF and client-centric advice principles understood.
• Able to meet sales, service and compliance targets.

Responsibilities

• Build and manage long-term client relationships.
• Provide compliant, professional financial advice in a high-volume branch.
• Educate customers on banking platforms aligned to their needs.
• Maintain accurate client records and follow up on leads.
• Achieve individual and branch sales and service targets.
• Stay updated on products and industry trends.

Skills

Client-focused

Sales targets

Ethical advice

FAIS knowledge

TCF knowledge

Education

NQF Level 5 Banking

Banking/Business or Customer Service certificate

Job description

Job DescriptionProvide 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 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 timesQualification & Experience Requirementminimum Qualification: NQF Level 5 Certificate in Banking, Business Administration,Customer Service, or related fields recognized by FAIS1–3 years of experience in customer ‑ facing environments, service delivery, or client support within financial servicesYou will be an ideal candidate if you possess the following:Strong understanding of FAIS, TCF, and client-centric advice principlesProven 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 environmentPersonal 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 teamApply 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 performanceAll 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.Important Closing Date NoteTake note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.15/10/26All 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.