Branch Advisor FAIS: Client-Centric Financial Guidance

RMB SA; Pretoria; On-site; ZAR 552,000 - 661,000; Full time

Job summary

FNB Points of Presence (POP) in Pretoria is seeking a Branch Advisor to deliver compliant, professional financial advice in a high-volume branch. You will build lasting client relationships, understand financial needs, and educate customers on the correct channels and banking platforms.

With FAIS, FICA and TCF frameworks guiding every interaction, you will maintain accurate records, meet sales and service targets, and contribute to sustainable branch performance while upholding customer-centric

Qualifications

• Minimum qualification: FAIS-compliant NQF Level 5 certificate in banking or related fields.
• 1–3 years of customer-facing experience in financial services or service delivery.
• Solid understanding of FAIS, TCF and client-centric advice principles.

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide compliant, professional financial advice in a high-volume branch.
• Maintain accurate client records and documentation; manage leads and follow-ups.

Skills

Sales targets

Customer service

Communication skills

Interpersonal skills

Attention to detail

Compliance awareness

Education

NQF level 5 Certificate in Banking

Tools

CRM software

Job description

FNB Points of Presence (POP) in Pretoria is seeking a Branch Advisor to deliver compliant, professional financial advice in a high-volume branch. You will build lasting client relationships, understand financial needs, and educate customers on the correct channels and banking platforms.

With FAIS, FICA and TCF frameworks guiding every interaction, you will maintain accurate records, meet sales and service targets, and contribute to sustainable branch performance while upholding customer-centric