Branch Advisor FAIS: Client-Focused Financial Guidance

RMB; Swellendam; On-site; ZAR 180,000 - 260,000; Full time

Job summary

First National Bank (FNB) in Swellendam is seeking a Branch Advisor to deliver compliant, professional financial advice in a busy branch environment. You will build long-term client relationships, educate customers on the best banking channels, and align product solutions with client goals.

The role requires FAIS/TCR awareness, 1-3 years in customer-facing financial services, and a customer-centric, ethical approach to service. Apply now to join the POP team.

Qualifications

• Minimum NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related FAIS-recognised field.
• 1-3 years of experience in customer-facing environments, service delivery, or client support within financial services.
• Strong FAIS, TCF understanding and client-centric advisory approach.

Responsibilities

• Provide compliant, professional financial advice in a high-volume branch.
• Build and maintain long-term client relationships to support retention and growth.
• Educate customers on the correct banking channels and align solutions to client needs.
• Maintain accurate client records and documentation; manage leads and referrals.
• Achieve individual and branch sales and service targets; conduct yourself ethically.

Skills

Communication

Interpersonal skills

Persuasive selling

Adaptability

Attention to detail

Compliance awareness

Teamwork

Planning & organizing

Education

NQF Level 5 Certificate in Banking/related FAIS field

Job description

First National Bank (FNB) in Swellendam is seeking a Branch Advisor to deliver compliant, professional financial advice in a busy branch environment. You will build long-term client relationships, educate customers on the best banking channels, and align product solutions with client goals.

The role requires FAIS/TCR awareness, 1-3 years in customer-facing financial services, and a customer-centric, ethical approach to service. Apply now to join the POP team.