Branch Advisor FAIS: Expert Financial Guidance & Client Growth

RMB; Brakpan; On-site; ZAR 240,000 - 360,000; Full time

Job summary

FNB is inviting Branch Advisors to provide compliant financial guidance in a fast-paced branch, helping customers with transactional needs and longer-term financial planning. You will educate clients, manage records, and work toward sales and service targets while upholding FAIS and TCF standards.

The role emphasizes relationship building, ethical conduct, and ongoing learning to stay ahead in a dynamic retail banking environment.

Qualifications

• Strong understanding of FAIS, TCF, and client-centric advice principles.
• Proven ability to meet sales, service, and compliance targets.
• 1–3 years of experience in customer-facing environments in financial services.

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide compliant, professional financial advice to walk-in and existing clients.
• Maintain accurate and complete client records and documentation.
• Achieve individual and branch sales and service targets.
• Stay updated on industry trends and product knowledge; manage leads and referrals.

Skills

Client-focused

Sales targets

Communication skills

Interpersonal skills

Ethical advisory

Education

NQF Level 5 Certificate in Banking

NQF Level 5 Certificate in Business Administration

NQF Level 5 Certificate in Customer Service

Job description

FNB is inviting Branch Advisors to provide compliant financial guidance in a fast-paced branch, helping customers with transactional needs and longer-term financial planning. You will educate clients, manage records, and work toward sales and service targets while upholding FAIS and TCF standards.

The role emphasizes relationship building, ethical conduct, and ongoing learning to stay ahead in a dynamic retail banking environment.