Branch Advisor FAIS

Wesbank; Swellendam; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FNB in Swellendam seeks a Branch Advisor to deliver compliant financial guidance in a busy POP branch. You will educate customers on suitable banking journeys, aim to grow client relationships, and contribute to branch targets while maintaining accurate records.

The role requires FAIS-aligned knowledge, 1–3 years in client-facing financial services, and strong communication. A customer-first mindset and ethical practice are essential for success at FNB POP.

Qualifications

• Minimum qualification is NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related FAIS-recognised fields.
• 1-3 years of experience in customer-facing environments within financial services.
• Strong FAIS, TCF understanding and client-centric advice principles.
• Proven ability to meet sales, service, and compliance targets.

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide compliant, professional financial advice in a high-volume branch.
• Educate customers to the correct Banking platform aligned with their needs.
• Achieve individual and branch sales and service targets.
• Maintain accurate client records and documentation.

Skills

FAIS knowledge

TCF knowledge

Client-centric advice

Sales targets

Communication skills

Teamwork

Attention to detail

Education

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

Job description

Branch Advisor FAIS page is loaded## Branch Advisor FAISlocations: Swellendamtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: October 10, 2026 (6 days left to apply)job requisition id: R54155# **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.* 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 is 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 servicesYou 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.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.## **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.**10/10/26All 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.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via.