Branch Advisor FAIS: Build Lasting Client Relationships

Wesbank; Randburg; On-site; ZAR 201,000 - 268,000; Full time

Job summary

FNB Randburg is seeking a Branch Advisor to deliver compliant, professional financial advice in a high-volume branch. Walk-in clients are assisted with banking needs, and customers are educated on the correct channel (eChannels and Self Service) to improve experience.

You will build and manage long-term client relationships, maintain accurate records, and strive to meet sales and service targets while upholding FAIS, FICA and TCF standards.

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.

Responsibilities

• Provide compliant, professional financial advice in a high-volume branch environment.
• Walk-in customers and existing clients; educate on correct channels (eChannels, Self Service).
• Build and manage long-term client relationships to support retention and growth.
• Maintain accurate and complete client records and documentation.
• Achieve individual and branch sales and service targets; manage leads and referrals.

Skills

Client-focused

Ethical advice

Sales targets

Communication skills

Interpersonal skills

Education

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

Job description

FNB Randburg is seeking a Branch Advisor to deliver compliant, professional financial advice in a high-volume branch. Walk-in clients are assisted with banking needs, and customers are educated on the correct channel (eChannels and Self Service) to improve experience.

You will build and manage long-term client relationships, maintain accurate records, and strive to meet sales and service targets while upholding FAIS, FICA and TCF standards.