Branch Advisor FAIS - Build Lasting Client Relationships

RMB; Pretoria; On-site; ZAR 516,000 - 698,000; Full time

Benefits offered by this job

Personal and professional growth

Dynamic team environment

Impact on local market

Job summary

FNB in Pretoria seeks a Branch Advisor to deliver compliant financial advice and exceptional service in a busy POP location. You will educate clients on banking channels, build lasting relationships, and handle leads, referrals, and follow-ups with a focus on FAIS and TCF standards.

Ideal candidates will have a minimum NQF level 5 and 1–3 years in financial services, aiming to meet sales, service, and compliance targets within a dynamic team.

Qualifications

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

Responsibilities

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

Skills

Client-focused

Strong communication

Interpersonal skills

Sales orientation

Adaptable

Team player

Attention to detail

Education

NQF Level 5 Certificate

Job description

FNB in Pretoria seeks a Branch Advisor to deliver compliant financial advice and exceptional service in a busy POP location. You will educate clients on banking channels, build lasting relationships, and handle leads, referrals, and follow-ups with a focus on FAIS and TCF standards.

Ideal candidates will have a minimum NQF level 5 and 1–3 years in financial services, aiming to meet sales, service, and compliance targets within a dynamic team.