Branch Advisor FAIS - Client-Focused Financial Solutions

Wesbank; South Africa; On-site; ZAR 180,000 - 320,000; Full time

Job summary

FNB POP in South Africa seeks a Branch Advisor to deliver compliant, professional financial advice in a high-volume branch. You will build relationships, understand client needs, and guide them to suitable channels and products in line with FAIS, FICA, and TCF.

The role emphasizes ethical conduct, personal development, and meeting branch targets, with training and growth opportunities in a dynamic banking environment.

Qualifications

• Minimum Qualification: Grade 12/ NQF Level 4
• Preferred 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

Responsibilities

• Build and manage long-term client relationships to support retention and growth
• Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations
• Educate customers to the correct Banking platform aligned with their needs
• Analyze customer data and provide appropriate financial advice and solutions aligned to client financial goals and in accordance with FAIS requirements
• Maintain accurate and complete client records and documentation
• Achieve individual and branch sales and service targets
• Conduct yourself in an ethical manner
• Take accountability for your own performance, personal and career development
• Show empathy to customers

Skills

FAIS knowledge

TCF understanding

client-centric advice

sales targets

compliance

communication skills

Education

Grade 12 / NQF Level 4

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

Job description

FNB POP in South Africa seeks a Branch Advisor to deliver compliant, professional financial advice in a high-volume branch. You will build relationships, understand client needs, and guide them to suitable channels and products in line with FAIS, FICA, and TCF.

The role emphasizes ethical conduct, personal development, and meeting branch targets, with training and growth opportunities in a dynamic banking environment.