Branch Advisor FAIS: Client-Focused Banking & Growth

RMB Nigeria Limited; Swellendam; On-site; ZAR 180,000 - 280,000; Full time

Job summary

FNB Swellendam is seeking a Branch Advisor to deliver compliant financial guidance in a busy branch. You will assist walk-in clients, educate about eChannels and self-service, and manage relationships to drive client satisfaction and retention.

The role requires FAIS awareness, a 5th level qualification, and 1–3 years in financial services. Join a team focused on ethical advice and growth.

Qualifications

• Minimum qualification is NQF Level 5 Certificate in Banking or related fields.
• 1–3 years in customer-facing roles within financial services or banking.
• Strong knowledge of FAIS, TCF and compliant client advice.

Responsibilities

• Provide compliant, professional financial advice in a high-volume branch.
• Build and manage long-term client relationships to support retention.
• Meet sales, service and compliance targets in daily operations.
• Maintain accurate client records and documentation.

Skills

FAIS compliance

TCF principles

Client relations

Sales targets

Communication

Education

NQF Level 5 Certificate

Tools

CRM systems

Job description

FNB Swellendam is seeking a Branch Advisor to deliver compliant financial guidance in a busy branch. You will assist walk-in clients, educate about eChannels and self-service, and manage relationships to drive client satisfaction and retention.

The role requires FAIS awareness, a 5th level qualification, and 1–3 years in financial services. Join a team focused on ethical advice and growth.