Branch Advisor FAIS — Customer-Centric Financial Solutions

RMB; Cape Town; On-site; ZAR 602,000 - 692,000; Full time

Job summary

FNB POP in Cape Town is seeking a Branch Advisor to deliver compliant financial guidance in a high-volume branch. You will build lasting client relationships, advise on suitable products, and manage records while meeting sales and service goals and maintaining ethical standards.

You will educate customers to use eChannels and Self Service, ensuring alignment with FAIS, FICA, and TCF rules. This role demands customer-centric service, teamwork, and professional growth within a dynamic banking

Qualifications

• Minimum Grade 12/NQF4; preferred NQF5 in banking or related field.
• 1–3 years client-facing experience in financial services.
• Knowledge of FAIS, TCF and compliant client advisory.
• Ability to meet sales, service and compliance targets.

Responsibilities

• Provide compliant, professional financial advice to clients.
• Build and manage long-term client relationships.
• Achieve branch sales and service targets.
• Maintain accurate client records and documentation.
• Educate customers to the correct Banking platform and channels.

Skills

FAIS knowledge

TCF knowledge

Client-focused

Sales targets

Communication skills

Education

Grade 12 / NQF4

NQF5 Banking/Business Admin

Job description

FNB POP in Cape Town is seeking a Branch Advisor to deliver compliant financial guidance in a high-volume branch. You will build lasting client relationships, advise on suitable products, and manage records while meeting sales and service goals and maintaining ethical standards.

You will educate customers to use eChannels and Self Service, ensuring alignment with FAIS, FICA, and TCF rules. This role demands customer-centric service, teamwork, and professional growth within a dynamic banking