Branch Advisor FAIS

FirstRand Bank India; uMshwathi Local Municipality; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FNB in KwaZulu-Natal is seeking a Branch Advisor to deliver compliant, professional financial guidance in a high-volume POP environment. You will understand client needs, offer suitable product solutions, and manage ongoing relationships in line with FAIS, FICA and TCF requirements.

You will build strong client connections, maintain accurate records, and strive to meet branch targets while staying current on product knowledge and market trends.

Qualifications

• 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
• Proven ability to meet sales, service, and compliance targets

Responsibilities

• Build and manage long-term client relationships to support retention and growth
• Provide a compliant, professional financial advisory service in a high-volume branch
• Understand client financial needs and offer appropriate product solutions
• Maintain accurate and complete client records and documentation
• Achieve individual and branch sales and service targets
• Stay updated on industry trends and product knowledge
• Manage leads, referrals, and client follow-ups within agreed turnaround times

Skills

FAIS knowledge

TCF awareness

Client relationships

Sales targets

Compliance

Communication

Interpersonal skills

Problem solving

Education

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

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 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 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 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 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

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.

23/09/26

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 by law to disclose this information to other parties.