Branch Advisor FAIS: Customer-Centric Financial Guide

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

Job summary

FNB POP in Cape Town is seeking a Branch Advisor to deliver compliant financial advice in a high-volume branch setting. You will build lasting client relationships, educate customers about banking channels, and ensure records are accurate while meeting sales and service targets.

The role requires FAIS, FICA and TCF awareness and a client-focused, ethical approach. You will be part of a dynamic team at a prominent South African bank, committed to personal and professional growth and delivering

Qualifications

• Minimum Qualification: Grade 12 / NQF4
• Preferred Qualification: NQF Level 5 in Banking, Business Administration, Customer Service or related FAIS fields
• 1–3 years of experience in customer-facing environments within 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 setting
• Educate customers to the correct banking channels and align solutions to client needs
• Maintain accurate client records and documentation
• Achieve individual and branch sales and service targets
• Demonstrate ethical conduct and comply with FAIS, FICA and TCF requirements

Skills

Customer service

Communication

Interpersonal skills

Sales orientation

Ethical conduct

Education

Grade 12 / NQF4

NQF5 in Banking/Business/Customer Service

Job description

FNB POP in Cape Town is seeking a Branch Advisor to deliver compliant financial advice in a high-volume branch setting. You will build lasting client relationships, educate customers about banking channels, and ensure records are accurate while meeting sales and service targets.

The role requires FAIS, FICA and TCF awareness and a client-focused, ethical approach. You will be part of a dynamic team at a prominent South African bank, committed to personal and professional growth and delivering