Branch Advisor – FAIS Compliant Client Solutions

Fnbnamibia

South Africa

On-site

ZAR 180,000 - 300,000

Full time

5 days ago
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Job summary

FNB POP Branch Advisor role focused on delivering compliant financial advice in a busy branch environment. You will educate clients on suitable banking channels, maintain records, and drive branch sales while upholding FAIS, FICA, and TCF standards.

Ideal candidates build lasting client relationships, stay informed on product knowledge, and work independently or with a team to meet service and sales goals in a dynamic market.

Qualifications

  • FAIS and TCF knowledge applied in client advice.
  • Ability to meet sales, service and compliance targets.
  • Experience in customer-facing roles in financial services.

Responsibilities

  • Build and manage long-term client relationships to support retention and growth.
  • Provide compliant, professional financial advice in a high-volume branch.
  • Educate customers to the correct Banking channel aligned with their needs.
  • Maintain accurate and complete client records and documentation.
  • Achieve individual and branch sales and service targets.

Skills

FAIS knowledge
TCF understanding
Client-centric advice
Strong communication
Persuasive selling
Agile and flexible
Ethical approach
Team collaboration

Education

Grade 12 / NQF4
NQF5 Banking certificate
Customer service related certs

Job description

FNB POP Branch Advisor role focused on delivering compliant financial advice in a busy branch environment. You will educate clients on suitable banking channels, maintain records, and drive branch sales while upholding FAIS, FICA, and TCF standards.

Ideal candidates build lasting client relationships, stay informed on product knowledge, and work independently or with a team to meet service and sales goals in a dynamic market.

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