Branch Advisor FAIS: Banking Solutions & Client Growth

RMB

Pretoria

On-site

ZAR 240,000 - 360,000

Full time

3 days ago
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Job summary

FNB Points of Presence (POP) in Pretoria is seeking a Branch Advisor to deliver compliant financial advice in a high-volume branch environment. You will educate customers on correct channels, manage client relationships, and meet service and sales targets while adhering to FAIS and TCF standards.

The ideal candidate has a minimum NQF Level 5 in Banking/Finance with 1–3 years of client-facing experience, and a strong ethical approach to advice.

Qualifications

  • Strong understanding of FAIS, TCF, and client-centric advice principles.
  • Proven ability to meet sales, service, and compliance targets.
  • Access to a dynamic team environment and growth opportunities.

Responsibilities

  • Provide compliant, professional financial advice to walk-in clients.
  • Build and manage long-term client relationships in a high-volume branch.
  • Maintain accurate client records and documentation in line with policy.

Skills

FAIS knowledge
TCF awareness
Client-focused service
Sales targets
Communication skills

Education

NQF Level 5 Certificate in Banking/Finance

Job description

FNB Points of Presence (POP) in Pretoria is seeking a Branch Advisor to deliver compliant financial advice in a high-volume branch environment. You will educate customers on correct channels, manage client relationships, and meet service and sales targets while adhering to FAIS and TCF standards.

The ideal candidate has a minimum NQF Level 5 in Banking/Finance with 1–3 years of client-facing experience, and a strong ethical approach to advice.

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