Branch Advisor – FAIS Compliant Client Partner

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

Job summary

WesBank is hiring a Branch Advisor in Pretoria to deliver compliant financial advice in a high-volume branch, manage client relationships, and educate customers on the right banking channels and self-service options. The role requires FAIS knowledge and a customer-centric approach, with targets for sales and service.

You will work in a dynamic banking environment, ensuring accurate records, staying compliant with TC and policies, and contributing to the branch's growth and customer satisfaction.

Qualifications

• Minimum NQF Level 5 Certificate in Banking or related field.
• 1–3 years of customer-facing experience in financial services.
• Solid knowledge of FAIS, TCF and compliant financial advice.

Responsibilities

• Provide compliant, professional financial advice in a high-volume branch.
• Build and manage long-term client relationships to support retention and growth.
• Educate customers to the correct Banking platform and Self Service options.
• Maintain accurate client records and documentation; achieve sales and service targets.

Skills

Customer service

Sales skills

Communication

FAIS knowledge

Education

NQF Level 5 Certificate in Banking

Job description

WesBank is hiring a Branch Advisor in Pretoria to deliver compliant financial advice in a high-volume branch, manage client relationships, and educate customers on the right banking channels and self-service options. The role requires FAIS knowledge and a customer-centric approach, with targets for sales and service.

You will work in a dynamic banking environment, ensuring accurate records, staying compliant with TC and policies, and contributing to the branch's growth and customer satisfaction.