Branch Advisor FAIS: Client Growth & Compliance

RMB; Soweto; On-site; ZAR 180,000 - 280,000; Full time

Job summary

FNB Soweto branch is seeking a Branch Advisor to deliver compliant financial advice in a high-volume environment. You will build relationships, aid customers with banking needs, and educate them on the right channels and products. Strong FAIS/TFC knowledge and sales orientation are essential for success.

You’ll maintain client records, drive service targets, and collaborate in a team while upholding governance and treating customers fairly.

Qualifications

• Knowledge of FAIS, TCF and client-centric advice principles.
• 1–3 years of customer-facing experience in financial services.
• Ability to meet sales and service targets while maintaining compliance.

Responsibilities

• Build and manage long-term client relationships to drive retention and growth.
• Provide a positive customer experience and educate customers on channels.
• Educate customers on suitable banking platforms based on needs.
• Maintain accurate client records and documentation.
• Achieve individual and branch sales and service targets.
• Demonstrate ethical conduct and ongoing personal development.

Skills

Client focus

Sales aptitude

Compliance awareness

Education

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

Job description

FNB Soweto branch is seeking a Branch Advisor to deliver compliant financial advice in a high-volume environment. You will build relationships, aid customers with banking needs, and educate them on the right channels and products. Strong FAIS/TFC knowledge and sales orientation are essential for success.

You’ll maintain client records, drive service targets, and collaborate in a team while upholding governance and treating customers fairly.