Branch Advisor FAIS: Elevate Client Experience & Sales

RMB Nigeria Limited; Cape Town; On-site; ZAR 544,000 - 652,000; Full time

Job summary

FNB Cape Town branch is seeking a Branch Advisor to deliver compliant financial advice in a high-volume environment. You will build relationships, educate customers on banking channels, and ensure accurate records while achieving sales and service targets.

Applicants should understand FAIS and TCF principles, be customer-focused, and capable of working both independently and within a team to support growth.

Qualifications

• Minimum Grade 12/NQF4 with FAIS awareness.
• 1–3 years in customer-facing environments within financial services.
• Strong FAIS, TCF and client-centric advice understanding.
• Ability to meet sales, service and compliance targets.

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.
• Educate customers to the correct Banking platform aligned with their needs.
• Connect with customers by living up to the brand promise of “how can we help you?” at all times.
• Analyze customer data and provide appropriate financial advice and solutions aligned to client financial goals and in accordance with FAIS requirements.
• Maintain accurate and complete client records and documentation.
• Achieve individual and branch sales and service targets.
• Conduct yourself in an ethical manner.
• Take accountability for own performance and development.
• Show empathy to customers.
• Stay updated on industry trends and product knowledge.

Skills

FAIS knowledge

TCF knowledge

Client-centric advice

Sales targets

Education

Grade 12 / NQF4

NQF5 Banking/Business Admin/Customer Service

Job description

FNB Cape Town branch is seeking a Branch Advisor to deliver compliant financial advice in a high-volume environment. You will build relationships, educate customers on banking channels, and ensure accurate records while achieving sales and service targets.

Applicants should understand FAIS and TCF principles, be customer-focused, and capable of working both independently and within a team to support growth.