Branch Advisor FAIS: Client Care & Compliance Expert

RMB Nigeria Limited

Roodepoort

On-site

ZAR 180,000 - 240,000

Full time

8 days ago

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Job summary

FNB Points of Presence (POP) is seeking a Branch Advisor to deliver compliant financial advice in a high-volume branch, focusing on client needs and guiding to the right channel while adhering to FAIS, FICA, and TCF standards.

The role emphasizes ethical advising, sales and service targets, teamwork, and adaptability. You will maintain client records, stay updated on products, and contribute to sustainable business performance.

Qualifications

  • Minimum Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related FAIS-recognized field.
  • 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

  • Provide compliant, professional financial advice to clients in a high-volume branch.
  • Build and manage long-term client relationships to support retention and growth.
  • Maintain accurate client records and documentation and stay updated on industry trends.

Skills

Strong communication and interpersonal
Persuasive selling skills
Results-driven with planning and org
Attention to detail and compliance
Independent and team work
Agile and flexible
Client-focused
Ethical advice approach

Education

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

Job description

FNB Points of Presence (POP) is seeking a Branch Advisor to deliver compliant financial advice in a high-volume branch, focusing on client needs and guiding to the right channel while adhering to FAIS, FICA, and TCF standards.

The role emphasizes ethical advising, sales and service targets, teamwork, and adaptability. You will maintain client records, stay updated on products, and contribute to sustainable business performance.

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