Branch Advisor FAIS - Grow Client Relationships

Wesbank; Aliwal North; Sur place; ZAR 559 000 - 669 000; Plein temps

Résumé du poste

FNB invites applications for a Branch Advisor in Aliwal North. You will deliver compliant financial guidance in a high-volume branch, focusing on understanding client needs and offering suitable product solutions.

Build lasting relationships, educate customers on banking channels, and maintain precise client records. The role emphasizes ethical behavior, sales targets, and ongoing development within FAIS and TCF frameworks.

Qualifications

• FAIS, TCF and client-centric advice principles knowledge.
• Experience in customer-facing environments is valued.
• Strong sales, service and compliance mindset.

Responsabilités

• Provide compliant, professional financial advice in a high-volume branch environment.
• Build and manage long-term client relationships.
• Educate customers to the correct channel and banking platform to meet their needs.
• Maintain accurate client records and contribute to sales targets.

Connaissances

FAIS knowledge

TCF understanding

Client-centric advice

Formation

NQF Level 5 Certificate

Description du poste

FNB invites applications for a Branch Advisor in Aliwal North. You will deliver compliant financial guidance in a high-volume branch, focusing on understanding client needs and offering suitable product solutions.

Build lasting relationships, educate customers on banking channels, and maintain precise client records. The role emphasizes ethical behavior, sales targets, and ongoing development within FAIS and TCF frameworks.