Branch Advisor FAIS-2: Build Relationships & Advise Clients

Wesbank; Pretoria; On-site; ZAR 558,000 - 668,000; Full time

Job summary

FNB Points of Presence in Pretoria is hiring a Branch Advisor to deliver compliant financial guidance, educate customers on banking channels, and support a high-volume service environment. You will work within FAIS, FICA, and TCF standards to ensure fair customer outcomes.

The role focuses on understanding client needs, offering suitable product solutions, building relationships, and contributing to sustainable business performance while adhering to governance.

Qualifications

• Minimum qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields.
• 1–3 years of experience in customer-facing environments within financial services.

Responsibilities

• Provide compliant, professional financial advice to customers in a high-volume branch.
• Build and manage long-term client relationships to support retention and growth.
• Educate customers on correct banking channels and self-service options.
• Achieve individual and branch sales and service targets.
• Maintain accurate client records and documentation.

Skills

Client-focused

Communication skills

Interpersonal skills

Sales-oriented

Compliance awareness

Teamwork

Problem solving

Education

NQF Level 5 Certificate (Banking / Business Admin / Customer Service)

Job description

FNB Points of Presence in Pretoria is hiring a Branch Advisor to deliver compliant financial guidance, educate customers on banking channels, and support a high-volume service environment. You will work within FAIS, FICA, and TCF standards to ensure fair customer outcomes.

The role focuses on understanding client needs, offering suitable product solutions, building relationships, and contributing to sustainable business performance while adhering to governance.